Rambus：和澜起做同样的芯片，为什么它敢用更低的毛利率打？｜EP37

from 投研随身听 · host 慢研播客

同样的内存接口芯片、同样的客户，澜起的芯片毛利率约六成五，Rambus约六成一；但Rambus年报里的综合毛利率却达到八成。本期拆解这两个毛利率背后的三条收入线，以及Rambus为何能用近乎零成本的专利授权收入支撑芯片业务竞争。节目还会讲到2016年收购Inphi内存互连业务的选择、同一批客户同时购买芯片并支付授权费的议价关系，以及它尚未进入高带宽内存条增量市场的关键验证点。信息截止：2026-08-24。本节目不构成投资建议。

Episode metadata supplied by the publisher feed · Published Aug 24, 2026

Embed this episode

Attribution link and audio player

Ready to play

Rambus：和澜起做同样的芯片，为什么它敢用更低的毛利率打？｜EP37

0:00 8:23

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

Crypto Education Cypher Funk Elevate your crypto game with the University's Audio Channel! Enjoy free education that uncovers the secrets of blockchain and investment strategies. Perfect for all levels – unlock your potential in the crypto world now!__00___¡Eleva tu juego cripto con el Canal de Audio de la Universidad! Disfruta de educación gratuita que revela los secretos de la cadena de bloques y las estrategias de inversión. Perfecto para todos los niveles – ¡desbloquea tu potencial en el mundo cripto ahora!__00___提升你的加密游戏，加入大学音频频道！享受免费教育，揭示区块链的秘密和投资策略。适合所有水平的人士——现在就在加密世界中释放你的潜力吧！

Frequently Asked Questions

How long is this episode of 投研随身听?

This episode is 8 minutes long.

When was this 投研随身听 episode published?

This episode was published on August 24, 2026.

Can I download this 投研随身听 episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!