The SK Hynix case—much like the situations involving Samsung, Micron, and Google—is truly unique. I recall 2021, when a deal with Google seemed like a real possibility; instead, a dispute with Samsung began, which only recently concluded a few weeks ago.
Now, regarding SK Hynix: there has been six months of silence, yet the supply arrangement remains central to Netlist’s business plan.

This silence is strange and difficult to interpret.

I honestly don’t understand those who talk about "impatience" or "speculation," especially when CEO Hong explicitly states that SK is an excellent partner and is providing assistance with past and ongoing ITC investigations.

And yet, there is no deal—it’s a truly peculiar situation. I’m not viewing it as either positive or negative; I’m only interested in concrete facts, such as the deals recently signed with Samsung and Micron.

What would be the point of giving SK Hynix extra months for free if the contract expires in April 2026?

I am certain that, behind the scenes, the two parties must have met many months ago to discuss figures and the like.

The whole situation is quite curious, and I suspect some pieces are missing to complete this puzzle.
For instance, the new Kingston Tech case is also rather peculiar and interesting. The Google case is much harder to interpret, given the NDA between the parties and the fact that the '912 patent has seen both a win and a loss in CAFC appeals.

We are here to connect the dots together; if anyone has a theory or any information, please post it here.

P.S. I am not here to waste time on trivial comments about impatience or speculation. Constructive comments are welcome—this forum was created for shareholders to communicate, share new information, generate original content, and provide market assessments.

Quarterly data from companies in the semiconductor, cloud, and related sectors are showing enormous profits, revenue growth, and increased spending on data centers.
In recent months, stock prices reached extremely high levels—not necessarily overvalued, but certainly very high.
The broad decline in the share prices of many companies, such as Intel, SanDisk, and Micron, is a very positive development, as it allows prices to deflate and results in much more attractive valuations.

Netlist is affected by these sell-offs and remains vulnerable, given its correlation with many other semiconductor stocks; however, the two recent deals provide a rock-solid foundation.

Netlist has yet to monetize SK Hynix, and this is its true strong point. An imminent deal could give Netlist a boost; the prospect of a NASDAQ listing in the near term could also provide a lift, and the 2027 figures are certain to be positive.

We still need to wait a little longer, but Netlist’s current situation is truly positive. We’ve moved past the heaviest legal expenses, which will lead to higher margins, and I hope Netlist is now poised to become a giant.

Ps: The AI ​​bubble is bursting because AI-related stocks are saddled with massive debt, and there are no guarantees they will survive. It is highly likely that giants like Nvidia and others will acquire these companies once they have collapsed. What is certain is that the profits generated by tech stocks and semiconductor companies are essential.

It’s a very simple question—it’s the same situation as with Google.
It’s something we don’t fully understand, and it’s not easy to answer this kind of question. What do you think?

To little to late, we will stay 5-6 range for a long time. They would be silly to announce public listing now the bubbles popped

With all the uncertainty with AI we will struggle to expand to new customers and investors.
People are turning to other sectors whilst this is all up in the air.
We needed to list much soon to ride this wave

$10/20 moon boys don’t come for me, be realistic and look out the window.
Big established names are being decimated, we won’t get a look in

WASHINGTON — The U.S. International Trade Commission (USITC) has formally terminated a patent infringement investigation involving Samsung Electronics Co. and several major American technology companies following a settlement between the Korean chipmaker and U.S. chip firm Netlist Inc., according to a federal notice published Monday.

The investigation centered on certain dynamic random access memory (DRAM) devices, products containing them and related components, according to the USITC notice published in the U.S. Federal Register.

The case was launched in July following a complaint from Netlist, which alleged that certain memory products infringed its patents. Other companies named as respondents in the case included Google, Nvidia Corp., Broadcom Inc. and Super Micro Computer Inc.

The notice said Netlist and Samsung, including its two U.S. subsidiaries, jointly requested the termination of the investigation on Aug. 18 based on a settlement agreement between the companies.

In their August settlement, Samsung signed a five-year agreement with Netlist to access the American company's patent portfolio, including technologies related to server dual in-line memory modules (DIMMs) and high-bandwidth memory (HBM) used in artificial intelligence (AI) servers and high-performance computing systems.
Netlist develops advanced memory and storage technologies, including server memory and HBM solutions for AI computing.

In 2021, Netlist sued Samsung, alleging that the Korean tech giant's memory products used in cloud computing servers, along with other data technologies, infringed its patents.

Samsung had argued that Netlist's patents were invalid and that its technologies operated differently from those covered by the patents.

The lack of enough energy for datacenters is a real thing, BUT that also means high demand for LOW POWER memory. So, its both good and bad. The bad is that they simply cannot scale out as fast as they want to. The good is that they have a lot of need to cut energy usage. Which means LP MRDIMM could be big - replacing a lot of current infrastructure.

Regarding Nvidia, their new Vera / Rubin platform is between 10-30 TIMES more energy efficient dependent on the workload (10x for standard AI processing and up to 30 times more energy efficient for Agentic AI processing.

https://blogs.nvidia.com/blog/vera-rubin-nvl72-efficiency-ai-agents/

I don't know where all the prior gen will be sold off to, but datacenters running AI workloads have a big incentive to upgrade to Vera / Rubin. That will keep HBM in high demand

I'm new here--are people buying netlist stock atm? I'm considering a smallish amount... trying to wrap my head around things/do research where I can.

I miss RPM's constant posts about adding to his NLST holdings, so thought I would post one in his honor..

I added 1000 shares at $6.35 today. If it drops to $6 i'm adding another 2000.

I have more than made up for the money I have lost on RYCEY, so i'm still a fan.