Company Overview - Rambus Inc. is a leading provider of advanced semiconductor products and intellectual property solutions, specializing in memory interface chips and security technologies [7] - The company operates a fabless semiconductor business model, generating income through direct product sales and licensing fees for its patented technologies [10] - Rambus serves module manufacturers, OEMs, and global technology companies across the United States, Asia, and Europe [10] Financial Performance - Trailing twelve months revenue was $678.49 million with net income of $228.82 million [4] - The company's third quarter revenue rose to $178.5 million, up from $145.5 million in the prior year, while net income slightly declined to $48.4 million from $48.7 million [12] - As of November 14, 2025, shares were priced at $95.25, down 16.85% from the 52-week high [3] Investment Activity - Informed Momentum Co LLC initiated a new position in Rambus during the third quarter, acquiring 89,201 shares valued at $9.14 million [2] - This new position represents 1.05% of Informed Momentum's $872.25 million in reportable U.S. equity assets as of September 30, 2025 [3] - The purchase made Rambus the fifth largest holding in Informed Momentum's portfolio, which includes over 250 stocks [11] Market Position and Trends - Rambus's semiconductor products are in demand due to the rise of artificial intelligence, which requires high-performance semiconductor solutions [12] - The company has delivered a total return of 78.5% over the past year, outperforming the S&P 500 by 62.84 percentage points [3] - The stock's P/E ratio was nearly 46, indicating an elevated valuation despite recent price declines [13]

The Stock Exchange of Hong Kong Limited and the Securities and Futures Commission take no responsibility for the contents of this Application Proof, make no representation as to its accuracy or completeness and expressly disclaim any liability whatsoever for any loss howsoever arising from or in reliance upon the whole or any part of the contents of this Application Proof. Application Proof of Montage Technology Co., Ltd. 瀾起科技股份有限公司 (the "Company") (A joint stock company incorporated in the People's Republi ...