Rambus Inc

RMBS

Rambus Inc

@DavidWisniewski001
3 months ago

What goes up must come down

With shortage reports hitting the Power-Semi Conductor industry the demand driving the smaller semi-conductors has the potential to soften. While there are shortages now companies are investing heavily into this space. Unfortunately, there is very little news or investment in the Power-Semi conductor industry and the news you can receive is only at conferences and talking to insiders. I like this company a lot and will look into this more. However, I think profit margins are going to soften and be reduced short term. I will need to start digging into this business.