ENTITY · rambus
RambusRMBS
United States·ip licensing·major·$15.3B mkt cap
Memory interface chips and high-speed interface IP.
CLEAR · 0–39
31/100 illustrative
Underwriting Thesis
CLEAR — Rambus: sole-source / single-point-of-failure dominance compounded by criticality to DoD-exposed downstream programs in ip licensing. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration3
Sole-Source Dependence72
Sanctions Exposure0
Downstream Criticality60
Sanctions Exposure
Entity not present on tracked screening lists (CSL).
DoD Exposure
No matched DoD semiconductor awards (USASpending) for this entity.
Shortest paths → DoD-exposed firms
- Scale AI · 2 hops · $105.6MRambus → NVIDIA → Scale AI
- GlobalFoundries · 3 hops · $1.05BRambus → Broadcom → Furukawa Electric → GlobalFoundries
- Marvell Technology · 3 hops · $184.3MRambus → Broadcom → InnoLight Technology → Marvell Technology
- Valens Semiconductor · 4 hops · $28.3MRambus → Broadcom → Furukawa Electric → TSMC → Valens Semiconductor
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 0
No mapped upstream suppliers.
Key Customers · downstream · 10
- Samsung ElectronicsSouth KoreaALLIED
- SK hynixSouth KoreaALLIED
- Micron TechnologyUnited StatesDOMESTIC
- NVIDIAUnited StatesDOMESTIC
- AMDUnited StatesDOMESTIC
- QualcommUnited StatesDOMESTIC
- BroadcomUnited StatesDOMESTIC
- AppleUnited StatesDOMESTIC
- MediaTekTaiwanCHOKEPOINT
- IntelUnited StatesDOMESTIC