Rambus Inc, a chip designer with a lengthy history of patent litigation, is considering a sale even as it has expanded its business to include sales of its own branded chips, people familiar with the matter said.
The Sunnyvale, California-based company is working with a financial adviser to evaluate sale options and seek potential suitors, the people said, asking not to be identified because the discussions are private.
No final decision has been made and the company might choose not to pursue a sale, they said.
A representative for Rambus declined to comment.
Rambus shares on Friday jumped as much as 15 percent, the most since Dec. 10, 2013, when it settled a licensing dispute with chipmaker Micron Technology Inc.
The shares, after a brief suspension in trading, were up 9.3 percent to US$12.38 at 3:40pm in New York.
Shares in Rambus, with a market value of US$1.4 billion, have fallen about 20 percent this year, underperforming the Philadelphia Semiconductor Index.
The index, composed of 30 chip-related companies, is up 16 percent this year.
Rambus, which owns more than 2,500 patents, has battled in court with many of the largest makers of computer memory chips, arguing that its patents cover some of the fundamentals essential to the design of the components.
Rambus in 2015 began restructuring and has since expanded beyond its semiconductor design and licensing businesses to start selling its own branded chips made by a supplier.
The products are part of Rambus’ push for a larger footprint in chips for data centers and mobile devices.
The company has also grown its cybersecurity division.
In February, JPMorgan Chase & Co analyst Paul Coster said the research and development initiatives launched by the company could “disrupt the data center industry,” and that success in one or more of the initiatives could make Rambus of interest to a buyer.
The company’s prospects might have peaked in the late 1990s, when Intel Corp sought to have Rambus designs adopted as an industry standard for main memory. When other companies refused to fall in line, Intel backed down and Rambus’ technology became marginalized.
ENERGY ISSUES: The TSIA urged the government to increase natural gas and helium reserves to reduce the impact of the Middle East war on semiconductor supply stability Chip testing and packaging service provider ASE Technology Holding Co (日月光投控) yesterday said it planned to invest more than NT$100 billion (US$3.15 billion) in building a new advanced chip testing facility in Kaohsiung to keep up with customer demand driven by the artificial intelligence (AI) boom. That would be included in the company’s capital expenditure budget next year, ASE said. There is also room to raise this year’s capital spending budget from a record-high US$7 billion estimated three months ago, it added. ASE would have six factories under construction this year, another record-breaking number, ASE chief operating officer Tien Wu
The EU and US are nearing an agreement to coordinate on producing and securing critical minerals, part of a push to break reliance on Chinese supplies. The potential deal would create incentives, such as minimum prices, that could advantage non-Chinese suppliers, according to a draft of an “action plan” seen by Bloomberg. The EU and US would also cooperate on standards, investments and joint projects, as well as coordinate on any supply disruptions by countries like China. The two sides are additionally seeking other “like-minded partners” to join a multicountry accord to help create these new critical mineral supply chains, which feed into
For weeks now, the global tech industry has been waiting for a major artificial intelligence (AI) launch from DeepSeek (深度求索), seen as a benchmark for China’s progress in the fast-moving field. More than a year has passed since the start-up put Chinese AI on the map in early last year with a low-cost chatbot that performed at a similar level to US rivals. However, despite reports and rumors about its imminent release, DeepSeek’s next-generation “V4” model is nowhere in sight. Speculation is also swirling over the geopolitical implications of which computer chips were chosen to train and power the new
TECH WINNERS: Taiwan and South Korea reported robust trade, which suggests that they have critical advantages in the rapidly expanding AI supply chain, an official said Exports last month surged to a new high, as booming demand tied to artificial intelligence (AI) infrastructure fueled shipments of advanced technology components, underscoring the nation’s pivotal role in the global semiconductor supply chain. Outbound shipments climbed to US$80.18 billion, the highest ever for a single month, rising 61.8 percent from a year earlier and marking the 29th consecutive month of growth, the Ministry of Finance said yesterday. “The surge was driven primarily by global investment in AI infrastructure,” Department of Statistics Director-General Beatrice Tsai (蔡美娜) said. The mass production of next-generation AI computing systems has accelerated procurement across the semiconductor supply