The legal issues between Rambus and the DRAM manufacturers continues to move through the
Even if the courts decide to deny or delay this injunction requested by Rambus, the possibility of other disruptions to the
And the alternative? One investment company estimates that the cost to Hynix will be as much as $550 million. Presumably most of the remaining DRAM manufacturers would also owe a similar ratio of penalties relative to their volume shipments.
Semico’s recent report “The Introduction of DDR3 and the Rambus Tipping Point” anticipated that the issues between Rambus and the DRAM manufacturers would ultimately lead to this kind of show-down. Semico believes that OEMs will inevitably see higher DRAM costs in the future as a result of the current litigation path that is being followed. Other short-term impacts are also identified in the report.
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