Rambus(US:RMBS) 半导体行业观察·2025-07-04 01:13Core Viewpoint - The semiconductor industry faces critical challenges in data transmission speed and security, driven by the explosive growth of AI, connected vehicles, 5G, and IoT, leading to increased demand for high-performance computing and low-power chips [1] Group 1: Industry Overview - The demand for high-performance computing and low-power chips is surging due to advancements in AI, connected vehicles, 5G, and IoT [1] - Interface IP and security IP technologies are identified as core drivers for breakthroughs in the semiconductor industry, impacting chip performance, compatibility, and attack resistance [1] Group 2: Company Profile - Rambus, established in 1990, is a pioneer in the field of interface and security IP technologies, redefining data transmission standards between memory and systems [1] - Rambus offers innovative solutions such as DDR memory interfaces, HBM3/4, and PCIe 5/6, significantly enhancing performance in data centers and edge computing [1] - The company has developed a robust product portfolio that includes various security IP solutions to address complex network security threats [1] Group 3: Event Details - Rambus hosted a technology seminar on July 9, 2025, in Beijing, focusing on AI and automotive sectors, featuring industry partners and technical experts [2][3] - The morning session will cover the latest interface and security IP solutions for AI and advanced applications, including quantum-safe encryption and various memory technologies [6] - The afternoon session will delve into automotive safety solutions, discussing trends and challenges faced by hardware and software designers in smart connected vehicles [7]