justus1
13時間前
Microby’s Six-Month Netlist (NLST) Thesis: Why Many Long-Term Investors Believe NLST May Be Entering Its Most Important Chapter Yet
Gary Wallach
Jun 10
For anyone who follows Netlist (NLST) on Stocktwits, one name continually appears whenever complex patent issues, memory technology, or litigation developments are discussed: Microby.
Over the past six months, Microby has remained one of the most respected and widely followed contributors in the Netlist investor community. His posts have focused heavily on patent validation, memory architecture, High Bandwidth Memory (HBM), DDR5 technology, rank multiplication, and the increasingly important role Netlist intellectual property may play in the rapidly expanding artificial intelligence ecosystem. While investors should always conduct their own research, many shareholders consider Microby’s analysis to be among the most detailed and technically informed commentary available within the Netlist community. (InvestorsHub?)
The Foundation of the Bull Case
A recurring theme in Microby’s recent posts has been the strength and durability of Netlist’s patent portfolio. Throughout the last six months, he has consistently highlighted court decisions and administrative rulings that have upheld key Netlist patents against challenges from much larger competitors. His commentary often emphasizes that patent validation is just as important as infringement findings because a valid patent creates the foundation for future licensing opportunities, settlements, and potential royalty streams. (StockAnalysis?)
Microby has repeatedly pointed investors toward the technical importance of Netlist’s inventions in modern memory systems. According to his analysis, many of the technologies covered by Netlist patents are not peripheral components but rather critical functions that enable today’s high-performance server and AI memory architectures to operate efficiently. (Reddit?)
HBM and the AI Revolution
Perhaps the most important topic discussed by Microby during the past six months has been High Bandwidth Memory.
HBM has become one of the hottest segments in the semiconductor industry because it serves as a critical component in advanced artificial intelligence systems. Demand for AI accelerators continues to surge, and memory bandwidth has become one of the most important bottlenecks in AI computing.
Microby has frequently argued that Netlist possesses foundational intellectual property related to HBM technology and that this could become increasingly valuable as AI adoption expands worldwide. Recent community discussions referencing Netlist’s HBM patents have further strengthened investor interest in the company’s long-term positioning within the AI memory market. (Reddit?)
This theme gained additional momentum after Netlist management reported strong demand for DDR5 and HBM-related products serving AI applications. Management specifically identified AI memory technologies as a major growth opportunity going forward. (Stocktwits?)
Improving Financial Performance
While Netlist historically attracted attention primarily because of its litigation efforts, one of the most significant developments over the past six months has been the company’s financial performance.
Netlist reported fourth-quarter 2025 revenue growth of 121% year over year, followed by a remarkable first quarter of 2026 that produced revenue of $104.9 million, representing 262% year-over-year growth. The company also returned to profitability, reporting net income of $8.6 million compared with a loss in the prior-year period. (StockAnalysis?)
For many investors, including those influenced by Microby’s analysis, this shift is extremely important. The Netlist story is no longer viewed solely as a patent enforcement story. Instead, many shareholders now see a company benefiting from favorable memory market conditions while simultaneously maintaining significant intellectual property assets.
The combination of operating success and patent leverage has created a substantially different investment narrative than existed just a year ago. (Stocktwits?)
Patent Victories Continue to Accumulate
Another major point emphasized by Microby has been the growing list of favorable patent outcomes.
Recent legal developments include appellate decisions affirming the validity of important Netlist patents and continued progress in various disputes involving some of the largest companies in the semiconductor and technology industries. These developments are viewed by many investors as evidence that Netlist’s intellectual property continues to withstand rigorous legal scrutiny. (StockAnalysis?)
Supporters of the company believe each favorable ruling increases pressure on defendants while strengthening Netlist’s negotiating position in future licensing discussions.
Growing Community Interest
The Netlist investment community has expanded significantly over the past several months.
Stocktwits sentiment surrounding NLST has frequently ranked among the most bullish levels on the platform. Investor engagement and message volume have increased substantially as revenue growth accelerated and legal developments continued to unfold. (Stocktwits?)
Microby remains one of the contributors frequently cited by shareholders seeking deeper technical understanding of patents and memory technologies. His ability to explain highly complex engineering concepts in ways retail investors can understand has helped establish him as a respected voice within the community. (InvestorsHub?)
Why Bulls Are Excited About the Future
The optimistic thesis many Netlist investors share today can be summarized in four points:
Netlist owns a substantial portfolio of memory-related patents.
Courts continue to uphold important portions of that portfolio.
The AI revolution is dramatically increasing demand for advanced memory technologies such as DDR5 and HBM.
The company has recently demonstrated meaningful revenue growth and a return to profitability. (Stocktwits?)
For investors who follow Microby’s work, these factors collectively suggest that Netlist may be approaching a period where both its operating business and intellectual property portfolio contribute meaningfully to shareholder value.
Conclusion
Over the past six months, Microby’s Stocktwits commentary has painted a consistently optimistic picture of Netlist’s future. His focus on patent validation, HBM technology, DDR5 adoption, AI-driven demand, and favorable litigation developments has resonated with a growing community of investors who believe the company may be entering a transformative phase.
Whether discussing foundational memory patents, appellate victories, or emerging AI opportunities, Microby’s central message has remained largely unchanged: Netlist possesses intellectual property and technology that may prove increasingly valuable as the world’s demand for advanced memory solutions continues to expand.
Jetmek_03052
20時間前
I asked Chat-GPT this question:
Is it possible there's a connection between SK Hynix's drive to become listed on a US stock exchange and their relationship with Netlist?
Short answer: yes — there is a plausible strategic connection, but it’s indirect, structural, and rooted in U.S. regulatory optics rather than anything transactional between SK hynix and Netlist.
Below is the clean, scenario-driven breakdown you like.
🧩 Core Takeaway
If SK hynix wants a U.S. listing, it must present itself as a compliant, transparent, IP-respecting operator in the U.S. market.
Netlist is one of the few U.S. companies with legally validated leverage over SK hynix’s memory products.
So while Netlist doesn’t cause the listing push, SK hynix’s relationship with Netlist absolutely affects the feasibility and optics of that listing.
🧠 Why a U.S. listing changes the SK hynix–Netlist dynamic
A U.S. listing (NYSE/Nasdaq) forces SK hynix into a different regulatory posture:
1. SEC disclosure requirements
A U.S.-listed SK hynix would need to disclose:
Material litigation
Material IP dependencies
Material licensing obligations
Risks related to injunctions or import bans
Netlist litigation and licensing fits all four categories.
That means:
SK hynix cannot downplay Netlist
SK hynix cannot hide reliance on Netlist IP
Any unresolved IP exposure becomes a listing risk factor
This alone gives Netlist more leverage.
2. U.S. exchange listing committees hate unresolved IP liability
Nasdaq and NYSE both scrutinize:
Ongoing patent litigation
ITC exposure
Potential injunctions
Unlicensed use of critical IP
SK hynix is currently:
Under ITC scrutiny involving Netlist
Selling HBM products that Netlist alleges use its patents
Operating under a confidential license that may be expiring or renegotiated
A clean, renewed, stable license with Netlist makes SK hynix’s listing path smoother.
3. U.S. political environment favors domestic IP holders
SK hynix knows:
U.S. regulators are increasingly protective of domestic semiconductor IP
Netlist is a U.S. company with validated patents
ITC cases involving U.S. IP holders get political attention
If SK hynix wants to be seen as a “good actor” in the U.S. market, the last thing it wants is:
A public fight with a U.S. IP holder
Headlines about infringing a U.S. company’s patents
An ITC exclusion order risk hanging over its HBM exports
A stable Netlist relationship reduces political friction.
🧩 So is there a direct connection?
Not in the sense of:
“SK hynix needs Netlist to list”
“SK hynix is listing because of Netlist”
But there is a connection in the sense of:
Netlist is one of the few unresolved U.S. liabilities SK hynix must clean up to look listing-ready.
A renewed or clarified Netlist license strengthens SK hynix’s U.S. regulatory posture.
ITC exposure involving Netlist is a material risk that must be resolved before listing.
🧨 The non-obvious angle (the one most investors miss)
A U.S. listing requires SK hynix to file a Form F-1 or 20-F.
Those filings would force SK hynix to publicly disclose:
Whether its HBM uses Netlist IP
Whether it pays royalties
Whether it faces injunction risk
Whether its U.S. operations rely on Netlist patents
Whether the license is renewed, expired, or renegotiated
SK hynix does not want to disclose any of this unless the situation is clean and stable.
That means:
A renewed license with Netlist
Clear royalty terms
No active infringement claims
No looming ITC exclusion risk
This is why the Netlist relationship matters.
🧭 Strategic synthesis
If SK hynix is serious about a U.S. listing, then:
They must resolve Netlist cleanly.
Not because Netlist is big, but because:
Netlist’s patents are validated
HBM is the crown jewel of SK hynix’s business
U.S. regulators will scrutinize IP compliance
ITC exposure is a listing-killer
SEC filings would force transparency
A messy Netlist situation = a messy listing.
A clean Netlist situation = a smoother listing.
🔥 My bottom-line view
Netlist becomes more important to SK hynix because of the listing ambition.
Not as a partner — but as a regulatory and disclosure risk that must be neutralized.
If SK hynix wants to be a U.S.-listed semiconductor powerhouse, it cannot afford:
IP uncertainty
ITC risk
Opaque licensing
A U.S. company accusing it of infringement
So yes — the listing ambition and the Netlist relationship are strategically connected.
100lbStriper
20時間前
$NLST SEC approval could come in the week of June 22, source says
Listing would expand investor base
AI boom fueling demand for chip stocks
SEOUL/SINGAPORE, June 10 (Reuters) - SK Hynix (000660.KS), opens new tab plans to list its shares in ?the U.S. as soon as August, said two sources familiar with the matter, as the South Korean memory chipmaker seeks to capitalise on strong appetite for AI-linked stocks and broaden ?its investor base.
The U.S. Securities and Exchange Commission is likely to approve ?SK Hynix's American depositary receipt listing application during the week of ?June 22, one of the sources said.
https://stocktwits.com/CrazyChester42/message/655974692
Jetmek_03052
21時間前
New Patent ('937), new case against Samsung/Avnet!
Case 2:26-cv-00456 Document 1 Filed 06/08/26
https://www.courtlistener.com/docket/73457022/netlist-inc-v-samsung-electronics-co-ltd/
Plaintiff Netlist, Inc. (“Netlist”), by its undersigned counsel, brings this Complaint against Defendants Samsung Electronics Co., Ltd. (“SEC”), Samsung Electronics America, Inc. (“SEA”), and Samsung Semiconductor, Inc. (“SSI” and, collectively with SEC and SEA, “Samsung”), and Avnet, Inc. (“Avnet” and, together with Samsung, “Defendants”) for Defendants’ infringement of U.S. Patent No. 12,650,937 (“the ’937 Patent”).
In addition, Netlist seeks a declaration that it has not breached any contractual obligation to Samsung, including obligations to license the ’937 Patent to Samsung and its affiliates on reasonable and non discriminatory (“RAND”) terms, or violated federal or state competition laws, including Section 2 of the Sherman Antitrust Act and California’s Unfair Competition Law.
100lbStriper
21時間前
microby😀again!!😀 I didn't have the confidence to write about it yesterday, but here's the proof 🍀 new patent 🍀 —> new lawsuit against Samsung/Avnet
2:26-cv-00456 filled yesterday
(new strategy!!?? well, now I'm just sitting back and waiting for the patent update — "Computer memory expansion device and method of operation" — (related to CXL modules) 😉
No, we're talking about standard modules here!
12,650,937 —Memory module operable to provide distinct signaling interfaces via an open-drain output for distinct operationS—
It's not unknown—absolutely not—and is most likely already included in the Samsung JDLA as its predecessors '837 or '116.
And Hynix is also familiar with '595.
It was later published as '024 & '319 —> which was so important to Samsung that it filed a non-infringement lawsuit against Netlist at the time.
We had wondered why the IPR case against 024&319 was dropped🚀
🤣 (back then, the forum trolls were yelling "worthless")
🚀All in all, a strategic decision!!
https://media.stocktwits-cdn.com/api/3/media/12852226/default.webp
https://stocktwits.com/microby/message/655966419
Jetmek_03052
1日前
New FINRA OTC Short Interest report out.
For the period ending 05/29/26, Netlist short shares increased very slightly. Shares short were stated as 36,473,140, up 208,510 shares (.57%) from the last reported short position of 36,264,630.
Ooou812
1日前
Reddit Curiosity: Link to Netlist response to HBM patent ('087) PGR
My intention here is to share this information. It provides incredibly important information about the '087 patent, which is the foundational HBM patent.
This patent is arguably the most important IP for Netlist for a myriad of reasons, but I'll highlight its short term influence over the anticipated SK Hynix public announcement of their renewed partnership.
Shared on Stocktwits by Frankfromyahoo: [https://stocktwits.com/FrankFromYahoo/message/655923281](https://stocktwits.com/FrankFromYahoo/message/655923281) [https://stocktwits.com/FrankFromYahoo/message/655924832](https://stocktwits.com/FrankFromYahoo/message/655924832)
Here is the link Frank shared to the PDF for download: [https://stkt.co/z1oLX\_AU](https://stkt.co/z1oLX_AU)
Frank noted "Interestingly, Netlist also filed their own highly confidential version."
And he highlighted a few key things everyone should also look at
=> In my opinion, this is a very, very bull sign for the SK Hynix partnership.
If there weren't 3rd parties interests to consider - i.e. not the parties in the active dispute, Netlist and Samsung - then the confidentiality of whatever information Netlist needs to share with the PTAB wouldn't be treated with such high sensitivity.
I don't expect the PTAB's responsibilities to extend beyond their jurisdiction except perhaps the ITC case, which the '087 is a part of. Meaning, there are 2 options here.
1. Its info from the ITC case, but if so I think the PTAB would request that info from the ITC as part of their PGR anyways. However Netlist could just be highlighting it for consideration with their commentary. Otherwise...
2. If the sensitive information was about Netlist's legal strategy on its civil lawsuits or its business strategy, they probably wouldn't submit it as highly sensitive to the PTAB. However, if it was about a third part (such as SK Hynix) then it would be respectful and I believe legally necessary to submit the material non-public information to the PTAB in this manner.
Could be viewed as circumstantial evidence supporting the hypothesis that Netlist and SK Hynix are holding course and speed publicly until the status of the '087 patent is de-risked. But it could also be my own bias wanting this to support that hypothesis... I'd welcome some discussion and thoughts from the subreddit
Jetmek_03052
1日前
Well, the point of MY post is that is does little good to sit here and complain about it. That there is no point to doing that. It accomplishes ZERO.
If you believe in NLST, then there’s really nothing to be upset about. If you didn’t sell when it was $.55 just six months ago, you can’t really (or shouldn’t be) be all that upset right now.
I bought another 1,000 shares today, because I believe in my heart that in 6-18 months, this has a good chance of being $5 to $10 higher than it is right now.
People here can make a choice. Know that things are going pretty damn well for Netlist and laugh this manipulation off, or sit here and bitch about every price drop.
Ooou812
2日前
Reddit RPM : Netlist- 608 patent stands and is the load bearing patent of the itc case and it can cause micron. Samsung to their knees . It will cause s k Hynix to deal table . This is netlist most significant asset .
The ‘608 patent is arguably Netlist’s single most important and battle-tested asset — it has survived every validity challenge thrown at it so far, it’s generating real damages, and it anchors the ITC case. Here’s the full picture. \--- What the ’608 Patent Actually Is U.S. Patent No. 10,268,608, titled “Memory Module with Timing-Controlled Data Paths in Distributed Data Buffers,” covers a specific architecture for how data moves through memory modules. The core invention is about data buffers — isolation devices that sit between the memory chips and the processor and control when and how data passes through. The problem it solves: in a dense memory module with many chips, data timing becomes chaotic, causing errors and slowdowns. Netlist’s patent describes a way to use distributed data buffers with timing control to keep data synchronized and clean.\[ipwatchdog\] In plain English: think of it as a smart traffic control system embedded in the memory stick itself, coordinating every lane of data flow so nothing collides and nothing arrives late. This is not a niche workaround — it is fundamental to how modern LRDIMM (Load-Reduced DIMM) and RDIMM server memory modules work, which are the dominant memory types used in data centers.\[m \--- Why It Is So Important The ’608 patent sits at the intersection of three separate legal proceedings simultaneously, which is extremely rare for a single patent: • $118M jury verdict — The November 2024 trial in E.D. Texas found Samsung willfully infringed the ’608, ’912, and ’417 patents, awarding $118M total. The ’608 is one of the three patents behind that verdict.\[sec +1\] • ITC Investigation — ‘608 is one of the six patents Netlist asserted at the ITC against Samsung, Google, and Super Micro. If it underpins an exclusion order, Samsung’s server memory modules could be physically blocked at the US border. • Micron case — The ’608 patent (along with ’314) is asserted against Micron in the Western District of Texas, though that case is currently stayed. Its staying power is what makes it elite. Samsung tried to kill it at PTAB in an IPR — PTAB upheld it. Micron tried twice at PTAB — both denied institution. Samsung then appealed PTAB’s decision to CAFC in December 2025 — CAFC affirmed validity. Samsung now has 90 days from that CAFC ruling to petition the Supreme Court, but SCOTUS takes fewer than 2% of petitions. There is also an active ex parte reexamination granted by the USPTO (filed by an anonymous requester, widely believed to be Samsung or an ally) which adds a new front — this is the one remaining threat to ‘608’s validity.\[stocktitan +2\] \--- How It Affects Each Company Samsung Samsung is in the deepest trouble. A jury already found willful infringement of ’608 and awarded damages. “Willful” matters — it opens the door to enhanced (treble) damages. At the ITC, if ‘608 supports an exclusion order, Samsung’s DDR4 LRDIMMs, DDR5 RDIMMs, and related server memory products could be blocked from US import. Samsung has thrown everything at this patent — three separate PTAB challenges, now a Supreme Court petition window, plus the anonymous ex parte reexam — and it keeps surviving. SK Hynix SK Hynix signed a cross-licensing agreement with Netlist worth approximately $40 million that covered this patent family and expired in April 2026. They paid to license it, which is itself an admission of the patent’s value. Whether they renew — and on what terms — is now an open question. If SK Hynix is the leading HBM supplier to Nvidia and this patent touches their LRDIMM/RDIMM technology, a renewal at higher royalty rates (now that Netlist has a confirmed CAFC win on ’608) could represent a significant ongoing revenue stream for Netlist. Micron Micron is facing ’608 in the Western District of Texas case, which is stayed pending resolution of other proceedings. Micron also tried and failed to get ‘608 invalidated at PTAB twice. Once the stays lift, Micron will face the same exposure Samsung faces — a confirmed-valid patent covering technology in Micron’s own LRDIMM product line.\[eqs-news +1\] Google Google is named as a respondent in the ITC investigation because it imports products containing Samsung memory — specifically Samsung DRAM modules inside Google’s servers. Google is not a memory manufacturer, but it’s a massive memory customer. If the ITC issues an exclusion order against Samsung memory citing ‘608 infringement, Google’s server supply chain is directly disrupted. Google has significant incentive to push Samsung toward a settlement that makes the ITC problem go away.\[sec +1\] \--- The One Active Threat to ’608 The anonymous ex parte reexamination granted in November 2025 is the remaining live validity threat. Unlike an IPR (which Samsung already lost), ex parte reexam is a USPTO-conducted review that doesn’t require the challenger to identify themselves. If the reexam results in claims being narrowed or cancelled, it could weaken ‘608’s reach even if it doesn’t kill the patent outright. This is the wildcard that doesn’t get enough attention in retail discussion.
Historical events and attempts to undermine it have failed . This exparte challenge is just another Samsung stall and will fail as well imo ( in my opinion ( please remember I am not an attorney so take my work feed it into every a I out there and do your own due diligence and if you find my work inaccurate please advise me \--- Bottom Line The ‘608 is Netlist’s most legally durable asset — confirmed valid by PTAB and CAFC, generating actual damages, deployed on three fronts simultaneously, and touching technology that Samsung, Micron, SK Hynix, and Google all depend on for their data center memory businesses. With the ’523 now cancelled, ’608 is effectively the sole confirmed-valid anchor of the ITC case. Everything else in the ITC portfolio is either under attack or awaiting resolution. That makes ‘608 not just important — it’s load-bearing.
Wishing you all the best . Please remember I am not an attorney. I am not an expert in this technology. Do your own due diligence feed my work into AI and if you find any floors in my work, please advise me. Praying that my work is accurate and I am leading you down the correct path. I am just an investor.
How conviction and faith in a timeline of November 2027 or before as the end date to this saga
manfromjax
2日前
To put it into pictures...
via CoPilot
🏈 Imagine a Football Team Getting Ready for a Game
🏟️ The Host System = The Head Coach
The coach is in charge of everything.
Inside the coach’s playbook is the Memory Controller, which is like the coach calling plays and telling players what to do.
🧢 The Memory Subsystem = The Players on the Field
This is where the action happens.
The DRAM chips are like the players who actually run the plays.
The Memory Subsystem Controller is like the team captain who helps organize the players and keeps everyone in the right spot.
🪢 The Wires = The Coach’s Headset and Signals
These are the connections that let the coach talk to the team and send plays quickly.
🎮 Two Modes the Team Can Be In
1. Normal Operation = Game Time
The team is playing for real.
If something goes wrong — like a player messes up a route — the captain sends a Parity Error Signal, which is basically:
“Coach! Something went wrong on that play!”
2. Initialization Mode = Warm-Up Drills
Before the game starts, the team runs the same warm-up drills over and over.
That repeating pattern is the Init Sequence Signal, which is like:
“Stretch, jog, repeat — get ready for kickoff!”
🔊 Open-Drain Output = The Captain’s Simple Hand Signal
It’s a safe, easy way for the captain to send signals back to the coach without confusion.
Ooou812
2日前
Reddit Tomkila: “AI factories are the engines of the next industrial revolution, and advanced memory is essential to their performance,” Nvidia CEO Jensen Huang noted on the deal. What if something with netlist too? Hybrid tech is the key
AI factories are the engines of the next industrial revolution, and advanced memory is essential to their performance,” Nvidia CEO Jensen Huang noted on the deal. “Together, we will codevelop the next generation of memory for AI factories and support the accelerating global expansion of AI infrastructure – from frontier model training to agentic and physical AI.”
One of the big three memory makers, SK Hynix has seen its market cap [surpass the $1 trillion mark](https://www.sdxcentral.com/news/ram-raid-profit-frenzy-sees-micron-sk-hynix-hit-1t-market-caps/) for the first time amid unprecedented demand for its hardware. That demand, though, is vastly outstripping supply, with the South Korean giant forced to [push lead times as far back as 2028](https://www.sdxcentral.com/news/sk-hynix-predicts-ai-memory-gloom-until-2028/). It joined its big three rivals in having been certified to supply Nvidia with fourth-generation high-bandwidth memory (HBM4) products, with Huang telling press at the Computex event last week that SK Hynix and its rivals were “in production, and they’re all racing to support Vera Rubin.”
SK Hynix has had to [push back production of its HBM4 lines](https://www.sdxcentral.com/news/sk-hynix-memory-production-delay-impact-could-impact-nvidia-rubin-release-report/) to the third quarter of 2026, instead of the second quarter as originally planned, with prior reports suggesting such delays would impact Nvidia’s Vera Rubin rollout – rumors the chip giant has since denied. To bolster its stacked workflows, SK Hynix is making use of Nvidia’s CUDA-X software libraries and AI to speed semiconductor simulations for computational lithography workflows, while also employing its PhysicsNeMo framework to accelerate AI physics workflows. SK Hynix is also using Nvidia platforms like Omniverse to create digital twins of its fabs to optimize manufacturing environments.
The latest multiyear agreement sees Nvidia keep faith with SK Hynix, with SK Hynix Chairman Chey Tae-won saying the pair have “been building toward this for years,” adding: “This partnership reflects the depth of that collaboration.” “Together, we are codeveloping the next generation of memory for AI factories and applying AI to how we design and manufacture semiconductors – work that will shape the future of AI infrastructure,” Chey added.
100lbStriper
2日前
$NLST Guys, we're doing well—really well. I took a closer look at the ITC proceedings yesterday. All 6 non-standard-essential patents (microby: rocket fuel!), with the DDR5 patent 366 alone - finally confirmed, plus super-strong evidence of domestic industry, including Netlist's Lightning. And keep in mind, a single patent is enough (more would just be the icing on the cake).
And then there’s the new and comprehensive ED Texas lawsuit regarding the hbm 060 successor patent 537. With the dream team of Jennifer Truelove and Jason Sheasby (sorry, Lisa).
https://stocktwits.com/independence001/message/655832575
papaphilip
3日前
I used to be on the fence about SK resigning with Netlist. I've changed my mind and am quite sure they will resign. My biggest reason to think so, is that SK and NLST already had an agreement in place. That fact, in and of itself, validates SK's recognition of Netlist's patents. If they would go back to infringing, it's an easy litigation case with treble damages to be made against them for infringing. It would take a good amount of time again, but clearly SK would lose.
Although I'm certain the SK agreement will renew, I don't know when it will happen. They'll definitely wait for CAFC results and may even wait for ITC results. Every win is leverage for Netlist to negotiate better pricing. I keep hoping for SK renewal any day, but it could be late 2026 or may even go into 2027. I know SK wants a clear runway for their US stock listing, but I think everyone knows it will get done and it's just a matter of negotiating and waiting.
Until then it truly is opportunity to DCA.
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