← HBM Memory
Critical node· HBM Memory · Critical anchor
DDR5 controllers (RCD/DB), Rambus
San Jose (Californie), United States37.34°N 121.89°W
computed criticality18/100
reading
Trio Rambus · Montage · Renesas for the RCD chips of RDIMMs
2024Fault line
Each server DDR5 module carries a register clock driver (RCD) and data buffers supplied by a narrow trio: Rambus, Montage and Renesas. Without these controllers, the high-density memory of AI servers cannot be integrated. A discreet but concentrated market, where a shortage propagates instantly to module assembly.
Actors
Rambus (San Jose)
Montage Technology (Shanghai)
Renesas / IDT (Tokyo)
Feeds 1
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