Welcome to 2017 Analyst Day September 21, 2017 Safe Harbor for - - PowerPoint PPT Presentation

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Welcome to 2017 Analyst Day September 21, 2017 Safe Harbor for - - PowerPoint PPT Presentation

Welcome to 2017 Analyst Day September 21, 2017 Safe Harbor for Forward-Looking Statements This presentation contains forward-looking statements regarding our financial prospects, including financial guidance for 3Q-2017, markets, demand for our


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Welcome to 2017 Analyst Day

September 21, 2017

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This presentation contains forward-looking statements regarding our financial prospects, including financial guidance for 3Q-2017, markets, demand for our products, and product development, among other things. Such forward-looking statements are based on current expectations, estimates and projections about the Company’s industry and management’s beliefs and assumptions. These statements are subject to risks and uncertainties which are more fully described in the documents that we file with the SEC, including our 10-Ks, 10-Qs and 8-Ks, and these statements may differ materially from our actual results. This presentation contains non-GAAP financial measures such as non-GAAP operating Income, margin and EPS, and Adjusted EBITDA and EBITDA margins. We believe the presentation of these non-GAAP measures provide management and investors with meaningful information to understand and analyze our financial

  • performance. Reconciliations of these non-GAAP measures to their most directly comparable GAAP measures

can be found in the Appendix to the presentation. However, this presentation should not be considered in isolation or as a substitute for the comparable GAAP measurements, when available.

Safe Harbor for Forward-Looking Statements

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Emerging Solutions

Laura Stark

General Manager, Emerging Solutions Division

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Emerging Solutions

Innovating future solutions

Data Center Mobile Edge

Emerging Solutions

Data・Smarter

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500+ patents & apps related related to:

  • Serial link architectures

and circuits

  • SerDes Interfaces

including PCIe, 10GbE, SATA, USB, etc.

Worldwide Patent Portfolio in Strategic Areas

130+ patents & apps related to:

  • DPA/side-channel attack

countermeasures

  • Anti-counterfeiting and

anti-piracy technology

  • Key protection and secure

software loading for SoCs and FPGAs

1500+ patents & apps related to:

  • DRAM, NAND Flash, and

RRAM memory system architectures and circuits

  • Memory interfaces

including DDR2/ DDR3/DDR4

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Relevance with Industry Leaders

Source: Innography (Aug-2017)

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Challenges Facing the Industry…

Limits of DRAM scaling

Number of CPU cores scaling faster than memory can support

Low CPU Utilization Big Data Analytics

Cost per bit of DRAM no longer scaling with process Massive and growing data sets are straining data center architecture

90nm 0.25um 0.18um 0.13um 65nm 45nm 0.35um

1990 1995 2000 2005 Gate Oxide Thickness (nm)

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The end of traditional scaling

These challenges are opportunities for the types of innovation that Rambus excels at

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  • Exploring alternatives to accelerate

the delivery and computation of data

  • Utilizing our acceleration platform to

develop new advanced memory systems

  • Integrating DRAM and Storage

Class Memory

New Memory Architectures for Future Data Center

Processing Memory Storage

CPU

SSD HDD

DRAM SCM New Alternatives?

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Driving the Next Big Changes in Memory

High-speed Interfaces

  • DIMM Extension
  • GenZ
  • OpenCAPI

Module Buffer Architectures

  • RDIMM
  • LRDIMM
  • NVDIMM
  • Hybrid DIMM

Memory Architectures

  • DRAM
  • Flash
  • RRAM
  • MRAM
  • PCM
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Exploring avenues to surpass the slowing of Moore's Law and meet the needs of next- generation data centers through cryogenic research

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  • Focused on cryogenic temperature to

enable new memory solutions

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Lower operating temperature allows lower operating voltages with improved energy efficiency and cost of ownership (COO) for memory systems

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Optimized architectures are required to reap these benefits for cryogenic and quantum computers

Reestablishing DRAM Scaling - Cryogenic Technology

Exploring avenues to overcome the slowing of Moore’s Law for future- generation data centers

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Cryogenic Research Partner

FAB Partner

Modeling

Development

DRAM Partner

Expanding to Prototypes

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