On October 2, Rambus rose 5.01% in regular trading, trading at $112.56/share, with turnover of $46.699 million. The rally was driven by sustained upward momentum in the memory chip sector, as major manufacturers including Samsung and SK Hynix plan to raise DRAM and NAND flash memory prices by up to 30%, with the supply-demand gap continuing to widen under surging AI computing demand.

As a core intellectual property licensing company specializing in memory interface and security technologies, Rambus stands as a direct beneficiary of the volume and price uplift across the memory chip supply chain. Industry research firms have revised upward their HBM price outlook, projecting blended ASP growth of 121% year-over-year for the coming year, reflecting tight supply conditions and rising high-value HBM4 mix. Bank of America has lifted its long-term global memory TAM forecast to $2 trillion by 2030, with DRAM and NAND sales projected to grow at a 21% CAGR through that period, reinforcing the super-cycle thesis. Additionally, Rambus recently launched a $100 million accelerated share repurchase program, signaling management confidence in the company's outlook.

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