Rambus: Customers ‘slow’ in placing new orders DDR4

The company expects the DDR4 inventory to be consumed eventually, but “this is going to take more time that we anticipated and this is across the customer base.” Rambus also said it was “pleasantly surprised” with the ramp of DDR5 in Q2, and expects DDR5 to be “flattish” in Q3. Comments taken from Q2 earnings conference call.