On September 14, Rambus fell 7.09% in regular trading, trading at approximately $81.63/share, with turnover of approximately $21.52 million. The decline was driven by a broad selloff across storage and semiconductor stocks after major AI leaders collectively called for slowing the pace of frontier AI development.

On the news front, CEOs of Anthropic, OpenAI, and SpaceX issued a rare joint call to decelerate AI development. OpenAI CEO Sam Altman also announced the company would not pursue an IPO this year, citing AI safety concerns. These developments triggered fears of a potential slowdown in AI compute demand, directly pressuring storage and chip names. SK Hynix fell over 7%, Micron Technology declined 7.0%, and Sandisk dropped over 6%. Broader semiconductor names also sold off sharply, with Intel down 6.25%, AMD down 6.02%, Broadcom down 3.9%, and NVIDIA down 3.41%.

As a core supplier of DDR memory interface chips and high-speed interconnect IP to module manufacturers, OEMs, and hyperscalers, Rambus is closely tied to the storage and AI infrastructure supply chain, making it particularly sensitive to shifting expectations around AI-driven memory demand expansion. Goldman Sachs recently maintained bullish ratings on major memory names, arguing the AI monetization-driven storage expansion thesis remains intact, though near-term sentiment is clearly under pressure.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)