All of this is driving the growth of Rambus.
“We look at the turnaround in the growth of the company – I think strategically we have already transformed the company, the seeds have been sown and now we are seeing the growth. But we are not getting credit on the security side.”
A semiconductor company is valued differently from a security company or a software platform IoT company – so where is Rambus going now with its aim to move data quickly and safely?
“We think we have built a viable business with viable licensing revenue, but we have to deploy the security technology more aggressively,” said Nadel. “We hover just below $500m in revenue – once we pass that mark then we have more clout.”