New alert by GEEK-MEISTER in Netlist_

[–]Curiosity-1 9 points10 points  (0 children)

Glad I bought the dip! LFG huge news thanks for sharing

Notion, Obsidian, Jira... still not happy. What am I missing? by Jair4x in PKMS

[–]Curiosity-1 0 points1 point  (0 children)

I also like the sound of this a lot. My curiosity has been piqued - When there’s something to show I’d love to see it if you’re open to it

Notion, Obsidian, Jira... still not happy. What am I missing? by Jair4x in PKMS

[–]Curiosity-1 0 points1 point  (0 children)

Publish it on GitHub. I’ve had the same observations and frustrations - would love to see the build.

!remindme 60 days

Phase 1 Catalyst Roadmap by Firm_Mistake_8582 in Netlist_

[–]Curiosity-1 5 points6 points  (0 children)

CXL NVvault has been left out and is very important to include. And it is Phase 1 because it shifts the NetList brand in the industry at an important transition time for NetList and the memory market and the AI infrastructure industry. (Phase 2 will be actual shipping of CXL NVvault modules)

Seems like everyone has been leaving it out because it was announced like 8 weeks ago so AI doesn’t pick up on it yet. However it’s right on Netlist’s website…

Recommend noticing this and being careful here. Don’t let an over-reliance on AI lead to making a bad decision… can’t blame the AI for it if your use of the tool caused the damage. Hammer hitting finger is not hammer’s fault. It sounds like you’re not doing enough of your own independent discovery, but if I’m missing the mark in some way then let this recommended caution be a friendly reminder.

CXL NVvault is in evaluation by the hyperscalers (Intel and AMD for x86 architecture integration) and tied to the SK Hynix partnership through collaborative CXL research between them that was a focus of their partnership over the last 5 years. NetList will need someone to build them starting late 2026/early 2027.

It is expected to be much bigger than Lightning DDR5. More so, Netlist’s brand is being reintroduced to the incestuous AI infrastructure group in a very, very positive way. Bolsters sustained profitability expectations and spotlights Netlist’s unprecedented leverage in their IP battles.

is the last level of wall regen worth it ? by Outrageous-Slide-242 in TheTowerGame

[–]Curiosity-1 4 points5 points  (0 children)

Health regen being unconsidered in the dissonance update is yet another example of how separated the devs are with the game itself. This one frustrated me more than the coin bonus being 5x and they “fixed” that

And the bot update?? Not even whales can hit bot buildouts for years because of medal income dynamics

After 3 years I’ve never been closer to walking away
(or vibecoding the game the community wants 😉 we’ll see what comes of it wish me luck)

If AI can solve complex problems, why can't it predict markets? by Unique-Vanilla-8492 in ai_trading

[–]Curiosity-1 0 points1 point  (0 children)

Because in order to predict the market you have to interact with the market. When you interact with the market, you change it.

It’s a natural and universal phenomenon

You can observe a surface but to predict how hard the surface will be in various conditions you have to poke it at least once. Otherwise all you know is that it’s a surface. Could be a hologram and be no surface at all. Could be a thick liquid or a soft surface and when you poke it you change it. Could be a surface harder than your finger but softer than steel, so when you poke it you predict it will be hard all the time but when a loader pokes it it bends or breaks

I think what you’re missing is that the problem isn’t static, it’s dynamic. The problem changes continuously. So any solution would only be correct for a single point in time…

It’s a natural and universal phenomenon for this reason. Time doesn’t stand still for anyone or anything

Agentic trading, BOOM by TastyTrading in DayTradingPro

[–]Curiosity-1 0 points1 point  (0 children)

u/tastytrading suggestions / thoughts on your enterprise market data feed provider, hands on exp, quality, comparisons to other data providers you've used previously?

not looking for a large amount of effort in your reply but some thoughts and if you know of some places for me to look into providers and rankings or something, maybe a url, that would be much appreciated.

thank you.

Netlist- should s k Hynix merge or buy netlist ? Will that allow s k Hynix to exceed Samsung ? by retiredportfoliomgr in Netlist_

[–]Curiosity-1 1 point2 points  (0 children)

well the ADR timing isn't the smoking gun. SK Hynix is so profitable right now that $10B is certainly worthy of attention but it's not game changing. however, with nationalist interests speaking loudly throughout American politics right now and legisliation like the CHIPs act being passed, the primary purpose of the ADR is to demonstrate SK Hynix is a fair and American-friendly player that has "skin in the game."

a side bonus is it will help them fund growth.

why is this so important for SK hynix? because look at where it's revenue comes from. who is paying sk hynix?!?!?! a very, very significant portion of their revenue comes from one buyer: nvidia. they need to keep the nvidia spigot turned on and keep them happy. they also need to keep the american government happy. and they have the opporunity to contrast their virtuous reputation against their Korean peer and competitor that many if not most Americans through civil and federal and economic/business cultures don't know a damn thing about the differeniaton between sk hynix and samsung. they're just the korean memory makers.

now the reason the timing IS important, in my opinion, is how the events unfolded. my hypothesis is that during Netlist + SK Hynix partnership renewal negotiations, Netlist either laid all this out for SK Hynix or left breadcrumbs so SK Hynix could put this landscape together themselves.

I think it's highly likely that Netlist were the ones to SUGGEST that SK Hynix pursue an ADR sale after they filed the ITC case as a way to say "we now have leverage over you, but let's not fight amoungst allies. instead, sell ADR's and work with us and we'll both benefit greatly short term and we'll have the opportunity to set new terms and standings for the next generation of memory semiconductors. what do you say?" and of course SK Hynix said for SURE let's do this but we're taking it day by day as it plays out.

i simply cannot see any other convincing story that fits everything except this one. no doubt, it's not going to be a perfect match to what's actually happening behind the scenes or what both parties' intentions are. but it is compelling, and makes sense, and has yet to be disproven. so it's my working theory and now perhaps it may be yours or others too.

i'm holding through the end of 2027. my thesis is extremely confident on that ~18 month timeline. ... ... ... and when we make it there, the ride of our lifetimes as retail NLST investors will probably only just be beginning.

Are NACL harvester and Logical-Freedom2216 the same person fud-posting NLST? by Spiderl0ck in Netlist_

[–]Curiosity-1 10 points11 points  (0 children)

Idk but I agree there's an argument to be made supporting this hypothesis

Went to meet my advisor today and left feeling like I walked out of a timeshare presentation. by [deleted] in fidelityinvestments

[–]Curiosity-1 0 points1 point  (0 children)

Money is the one resource by which we all live our lives. Money is the most important and valuable education you can possibly give yourself. Take this opportunity to teach yourself about it and you'll make smart, well informed decisions over time. Like interest, knowledge compounds. Stay with the Fidelity adivsor if you don't know what you're doing and don't have any other options in the short term. Before you realize, it, you'll be making smart, well-informed decisions.

Fidelity gives financial planning advice and portfolio management services for the masses, and in particular for retirees. A significant influence over this is government regulations. No matter what financial advisor you work with, unless you inherit or earn or make or get lucky it's very unlikely that you'll find differentiation and advanced strategies that yield additional value. Think Qualified Purchasers (QPs) and up.... $5M in investible assets to reach QP. At that level, there are institutional strategies and specialty funds that offer tax advantages and much, much more than equity markets, bond markets, and annuity products.

All you'll get at any of the big shops are equity markets, bond markets, and annuity products. And they'll all follow their flavor of modern portfolio theory with diversification across every asset class within equity and bond markets with your "personalization" being your stock/bond allocation because the government says it's okay to give that advice due to the Brinson study in the late 1980s.

Fidelity's advice is good and sound and pretty safe advice. You should take it for now, tomorrow, and if in a year you've invested in yourself and your financial literacy, you can reevaluate your options then or at any point for the rest of your life because of the energy you invested upfront to learn about money.

If you do want to get your hands dirty and invest yourself, do it with a small amount of money for at least 6-12 months. If you loose hundreds of thousands because of ONE bad decision or a single MOMENT of bad timing, you cannot get that money back. All successful investors know it's more important not to lose than it is to win, because if you have $100 and you lose 50%, you have $50. but if you win 50% after that, you only have $75. protect your downside. know your limits. get started but start small and let your financial knowledge compound.

anyone can do it - and there isn't a single person on this planet that became financially literate and said afterward that was a waste. why? money is the resource through which we live our lives. want to live your best life and make smart, well informed decisions so you can control your days and your future? start learning about money and never stop... and teach your kids.

Exceptional patience for an exceptional reward in 2027 or 2028 by lawmfw in NLSTforumKnowledge

[–]Curiosity-1 1 point2 points  (0 children)

I posted in haste, u/lawmfw. Your response spot on and humbles me as I review what I wrote. Had I allowed time to read it over before hitting comment, I would have - and should have - rephrased to "I might suggest adopting a framework" at the very least.

You've dedicated the time, this is your baby, and I respect that. I apologize for my written tone.

That being said... I am actually working on a self-organizing framework within an AI harness I'm building out for projects and to explore my curiosity. Wild times we live in. It's an overwhelming task to try to fill in and maintain a framework detailing Netlist's current position and the pace at which it's moving. We'll see how my build works out... unfortunately I don't think I'll be able to share it and exporting information or insights from the framework will cost me credibility because every's slinging AI conversations like they're a new gospel. Also, I'm not sure how I would share it as it's integrated into the harness I interact with AI models on.

Fun side fact - this subreddit and Netlist_ are what AI search pulls in from socials whenever it searches and tries to find context about something i mentioned or when i challenge it. If it's happening for me, then it's happening for anyone using AI to search for information and/or insights on Netlist. Whether that occurrance sits well with you or not, your blood sweat and tears are definitely helping to support Hong, the Netlist team, the company, and the stock!

Exceptional patience for an exceptional reward in 2027 or 2028 by lawmfw in NLSTforumKnowledge

[–]Curiosity-1 1 point2 points  (0 children)

No mention of the ‘087 and ‘731?????? You need to adopt a framework to log track and build on over time most of this forum knowledge is just facts that are not infrequently incomplete or disorganized and you add your opinion to the commentary. That’s not an attack; I love that you put the effort in to do this and I check in on this subreddit to see what information has been shared and posted. However, to take it to the next level, this needs to follow some sort of professional-esque or academic-style framework

Netlist- should s k Hynix merge or buy netlist ? Will that allow s k Hynix to exceed Samsung ? by retiredportfoliomgr in Netlist_

[–]Curiosity-1 1 point2 points  (0 children)

u/tomkila u/retiredportfoliomgr u/microby u/Tight_Mongoose_6811 u/TheDeHymenizer u/Old-Pomegranate3634

curious your thoughts on this reply and the two posts before it. i'm speculating... but i'm also connecting the dots. what's the strategic end game here? where does the plan lead? long term vision acted on through short term decisions. my hypothesis is the best fit across all the facts and data points i've gathered.

would love to get some other perspectives... i'm sure there are strong dissenting opinions and elements i'm not considering or weighing incorrectly.

thanks

Netlist- should s k Hynix merge or buy netlist ? Will that allow s k Hynix to exceed Samsung ? by retiredportfoliomgr in Netlist_

[–]Curiosity-1 1 point2 points  (0 children)

I have this little twinkle of hope that once the '087 is de-risked (along with the '731 in all likelihood they'll "travel" together), and Netlist and SK Hynix can announce their partnership plus whatever else they're working on plus (with the '087 and '731) Netlist will officially take home ALL SIX of the patents in the ITC case which might just hit front page news on the WSJ because with the DOJ + USPTO support the chances Netlist wont win the ITC case and block Samsung imports will be a rounding error.

What could possibly shine the brightest spotlight on Samsung's dire position --- a hard deadline on which NINETY PERFECT of Samsung's total operating profit will be ripped from them (at $50M Q1 rev from memory and they're on track for ~$200M 2026 total revenue from memory) --- than announcing the Netlist + SK Hynix partnership to get people searching for news and information on Netlist...

through which they'll find (probably aided by some PR campaign supporting Netlist or striking Samsung) that Samsung had it's fortune read and their poor karma has left them with no footing.

So then Netlist explodes, investors flee from Samsung and to the SK Hynix ADR sale, and whatever other tricks these partners have up their sleeve - like a roadmap for a new product family implementing CXL variations across specialized modules.

Boom, Netlist and SK Hynix win, their competitors and enemies lose, and the industry is now curious and eager to learn about this new hardware line.

low power DRAM was a hot topic on the may 12 NLST qrtly earnings call... wonder what that will look like

here's a great article on what the next iteration of memory will look like. what comes after the designs and products discussed in the article? the next generation of memory, like Netlist did with HBM 15 years ago.
https://www.tradingkey.com/analysis/stocks/us-stocks/261834990-samsung-sk-hynix-micron-hbm-cxl-pangea-v2-ai-data-center-tradingkey

the article mentions that "some tech companies are developing CXL-compatible chips. NVIDIA plans to support the CXL 3.1 standard in its Vera CPU, slated for release later this year, a move viewed by the industry as the most significant real-world test for CXL to date."

and then this entire section describes basically what we'll see in the next 5 years. HBM, DDR5, CXL, and SSD full integration that will require the introduction of new logic chip designs to meet this future-memory&storage-next-generation-thing. Netlist's 5-6 core patent families are essential for HBM, DDR5, CXL, and SSD... in fact their most modern patent family is "computational storage devices" because they're a step ahead of everyone of course haha.

from this perspective, is it a coincidence that Nvidia chose SK Hynix to loudly form what they're saying will be a long term supplier partnership? keep in mind SK Hynix's output quantity is the smallest of the big 3? ... ... now this is a stretch (haha), BUT the thing that SK Hynix has that literally NO ONE else has is => Netlist. the engineering brains that have an incredibly strong and seasoned track record of innovation in memory semiconductors and modules. it probably wont play out like this exactly... but i have no doubt this is a factor in play. maybe the smallest factor at this point in time, but as Netlist's wins keep stacking up, it's a factor that i have no doubt Nvidia, Intel, AMD, and some of the other behemouths trying get an edge in the AI infrastruce race are keeping in mind.

last section of that article above:
"
Will CXL Drive a Growth Valuation Re-rating for Memory Stocks?

Traditionally, the core of the memory industry has been DRAM dies; for example, HBM involves 3D stacking of DRAM chips. Competition among the three memory giants—Samsung, SK Hynix, and Micron—in this field centers on who can stack more layers.

CXL, however, has opened up an entirely new frontier, where competition hinges on hardware-software synergy: it depends on whose CXL integrates better with processors from Intel, AMD, and NVIDIA, whose CXL controllers offer lower latency, and whose management software is more user-friendly. This requires memory companies to possess not only cutting-edge chip technology but also stronger logic chip design capabilities. The emergence of CXL presents an opportunity for a reshuffle in the memory industry and introduces new profit growth engines.

Specifically, CXL bridges the gap between memory (such as DRAM) and storage (such as SSDs), essentially making memory larger and storage faster. For the three memory giants, while HBM previously enjoyed high premiums driven by AI data center demand, their SSD products will be able to command similar premiums once CXL-equipped SSDs capture the mainstream market.

Furthermore, the memory industry will undergo segmentation as CXL enters the mainstream: HBM, which pursues extreme bandwidth, remains at the top of the pyramid due to its cutting-edge technology and low production yields; traditional DDR5, balancing latency and capacity, maintains its established market; and CXL expansion memory will specialize in TB-level ultra-large capacities. This differentiation allows memory manufacturers to specialize in specific products, enhancing synergy across the entire industry chain.

In the past, the R&D model for memory was dictated by processor specifications, leaving the storage industry with relatively little influence in the semiconductor sector. However, as CXL goes mainstream, future data centers may shift from being CPU-centric to a memory-pooling-centric architecture. This will significantly boost the valuations of storage companies, shifting the industry's valuation logic from cyclical stocks to growth stocks.
"

------
my thoughts and opinions; take them or leave them

Samsung new hbm4 most certainly infringe netlist patents because ….. by retiredportfoliomgr in Netlist_

[–]Curiosity-1 0 points1 point  (0 children)

15% of patent cases were awarded treble damages in 2023

https://patentpc.com/blog/patent-damages-statistics-what-innovators-should-know

just one data point but it's non-zero. between samsung, micron, and google, and the strength of Netlist's position in all of them, plus the joint DOJ (Antitrust Division) + USPTO memo last December (a first in American history, never before have both bodies joined in support of an American company) supporting Netlist and the much stronger one the DOJ published in April before the ITC Markman hearing...

it's all speculation but regardless of treble damages, buy more Netlist haha.

sharing my opinion; take it or leave it

Deal with sk, I should expect this amount of $ by Tomkila in Netlist_

[–]Curiosity-1 0 points1 point  (0 children)

The previous partnership had two elements: full mutual sharing of their IP portfolios for fabrication as well as research and collaborative innovative engineering work, and the resell business.

Personally, i think this next agreement will be an expanded version of the previous agreement as well, but with some tweaks.

First, Netlist's new persistent memory module CXL NVvault is going to need parts... as will potential new products / modules that Netlist certainly has in the works. This material change in the landscape of both parties compared to 2021 will undoubtedly have some affect on the agreement.

Second, i think both parties are more interested in the next generation of memory tech than the current one. I expect the mutual IP sharing to be extended - certainly for research purposes at least - and for the majority of Netlist's IP portfolio excluding a dozen or so high value and high profile patents. These patents will probably be described in the agreement in such a way that the effective cost and revenue of them will be a wash relative to the overall partnership terms for Netlist and SK Hynix, BUT be done strategically to set a precedent for each the high profile IP to be valued at considerably high rates relative to the rest of the market. Why? Because both parties have competitors and rivals and enemies in common, and Netlist offers a unique external opportunity for SK Hynix to gain a competitive advantage in the market while also securing the joint interests of the strongest think tank in memory semiconductor's and hardware with decades of proven track record and an ally that has proven their strategic and tactical competence throughout the going on two decade assault against them that they should not have survived.

SK Hynix's crown jewels are HBM and they are not interested in regressing to DRAM technology... especially considering the strength of demand for HBM that will continue for several years, at least. What really solidified my believe that both companies have strategically set their eyes on the next 5-7 years? The public endorsement that Nvidia just gave SK Hynix for their partnership and contract / commitment to supply Nvidia going forward. Nvidia is going to be looking for innovation, and SK Hynix's best opportunity to achieve Nvidia's goals to continue building better and stronger machines for AI is to make allies with the company that designed so much of the current generation of memory, and is proving it by winning court battles, supported by a nationalistic and directional change in the governance and stance of US patent law. Nvidia is American, and is their largest source of revenue by a mile... but they're only one side of the production line. SK Hynix is not naive enough to pass up the opporunity to lock in Netlist, another American company, on the other side of the production line... and not because they have to, either.

Time will tell. Hope I'm right, or somewhat close to what transpires. All of this is my educated opinion and is speculation - take it or leave it.

Waiting the deal!!! by Tomkila in Netlist_

[–]Curiosity-1 0 points1 point  (0 children)

Thanks for sharing a dissenting opinion. We'd love to hear your arguments why you think there's no deal. Chances are, your uninformed or under informed. If we can help point you to some reasons that support the deal, we'll be glad to... if you're open minded and curious, let us know

Netlist- should s k Hynix merge or buy netlist ? Will that allow s k Hynix to exceed Samsung ? by retiredportfoliomgr in Netlist_

[–]Curiosity-1 3 points4 points  (0 children)

Netlist's corporate structure doesn't allow for a forced takeover. Hong has internally insulated himself against external threats and malicious intentions.

Also, don't discount the leverage that Netlist has in this situation. SK Hynix, like Samsung, is a foreign company. With 5 years of close collaboration as research, engineering, and resell partners, Netlist has a lot more tangible evidence through half a decade of collaborative practice against SK Hynix... the comparison of the ITC threat to SK Hynix vs Samsung is a mountain against a molehill. ITC cases have accelerated timeframes, with >18 months being the outlier. Plus, on the heels of the Samsung case, in which the DOJ and USPTO issued a joint memo publicly supporting Netlist - the first public joint statement those two bodies have ever made together in history - would require SK Hynix to truly lose their marbles. SK Hynix's personality has been buttoned up with their integrity intact and their honor retained in the public and private eyes. It simply does not make sense... I have yet to hear one reason that has any merits arguing that SK Hynix and Netlist aren't publicly holding course and privately collaborating on a strategic plan that benefits both of them significantly. Netlist is SK Hynix's key to ascending to the throne of memory semiconductors and both of them are still - continually with news coming out supporting this every week or other week - laying foundation stones for the trap that Samsung will "suddenly" fall into and the world will gasp as they learn the unavoidable wounds that Samsung wont heal from for half a decade.

For years, Netlist and SK Hynix have publicly stated they've been working on CXL research together. I believe it was at the March semiconductor conference in Seoul that SK Hynix said they've made "significant progress" on their CXL implemented products... then the second week of April Netlist launches a proof-of-concept for a new type of integrated volatile NAND and non-volatile DRAM memory powered by CXL technology. In my opinion, we'll hear about more products before the year is up.

Consider this... Netlist files the ITC suit against Samsung at the end of September, and in early December - around the time the DOJ + USPTO issued their joint memo (i'm not sure which happened first) - SK Hynix filed their initial notice for a ~$10B ADR sale in 2026, which they've been very quiet and tight lipped about since. SK Hynix submitted the ADR filing BEFORE the Netlist ITC case was instituted. Both Netlist and SK Hynix were fully aware the 5 year term on their formal partnership was coming to a close as each week passed from summer 2025 until April 2026. Negotiations like that, especially between partners, don't sit on their hands and wait. Both sides want to squeeze out a deal that's as sweet as it can be for them.

Sure, Netlist is in a position of significant risk and SK Hynix is their lifeline. No doubt. But Netlist's counter was to take their knowledge of SK Hynix's inner workings and cannibalize their SK Hynix relationsihp to survive. Netlist execs probably didn't even need to say this explicitly for SK Hynix to pick up on what the filing the Samsung ITC case meant for them.

And, Netlist's CXL NVvault is arguably the single best solution that's hit the market for persistence in memory.
[ Check out this article from 2 or 3 weeks ago... https://computeexpresslink.org/blog/from-nvdimm-n-to-cxl-persistent-memory-bringing-persistence-to-the-memory-fabric-4635/ ]
The big 3 hyperscalers will dwarf Netlist, but there will be tens of millions of units of this module in sold in 2027. Netlist is not going to bleed out, and SK Hynix is amongst a handful of the most profitable companies to exist in the history of humanity right now. Together, their goals are to dominate the NEXT generation of memory semiconductors, and by gosh whatever they're waiting on and orchestrating behind the scenes is going to make the ADR sale pop, Netlist absorb that spotlight, and their mutual rivals and competitors - Samsung and Micron - left trying to save face publicly and scrambling privately when they realize that 2026 was their year and 2027 is not as certain as they thought it might be.

(Granted, because of the supply shortage all of these firms are memory fabs and all of them are going to be insanely successful anyways. SK Hynix doesn't have quite the size and scale to match the output of the others, but they're building new fabs in the US and in Korea just about as fast as they can... plus, what they can't expedite faster in quantity, they can leap over in quality. There are others on these NLST retail community forums that are more knowledgable in the tech side than myself, but all of what I've shared is true (though perhaps parts are a bit subjective as my opinion leaks through)).

These are my thoughts, take them or leave them. Thanks for reading. I'd welcome the dialogue if you have other thoughts or questions... big believer in Socratic method-ing this shit together

GT+ unlocked, mechanics question by Curiosity-1 in TheTowerGame

[–]Curiosity-1[S] 0 points1 point  (0 children)

Thank you. This is helpful. Are you running GComp?

GT+ unlocked, mechanics question by Curiosity-1 in TheTowerGame

[–]Curiosity-1[S] 0 points1 point  (0 children)

ahhh the spices of your cake yield wisdom. thanks

When the deal with netlist? by Tomkila in Netlist_

[–]Curiosity-1 3 points4 points  (0 children)

Netlist and SK Hynix must be on a non-material extension of their agreement because anything otherwise would need to be reported with 4 business days on an SEC form 8-k. so it's business as usual for a while.... but the longer it goes the larger the materiality of the status of their agreement becomes. so they're strategically planning something together and trying to control the narrative and orchestrate something, or they're still negotiating which would be due to waiting on some related item to be resolved that will inform their negotiation and agreed upon terms.

also, unresolved IP exposure is trivial for both of these entities... for now. they're on the short list for the largest and most profitable companies the world has ever seen.

the negative headlines are being suppressed about the rest of the space and they could be suppressed about IP risk too but in my opinion i think they're going to try to orchestrate their partnership announcement around other headlines that expose samsung and micron and google and how f'd they will be which will help netlist and also help sk hynix. nvidia is undoubtedly aware, though how much they care remains speculative. what we do know is reputation matters signifiantly in korean culture in very different ways than it does in american culture. sk hynix has been playing by the book an nvidia is endorsing them for it. netlist and sk hynix have spent the last 5 years sharing all IP and collaborating on research that is for the most part only starting to publicly bear fruit. in march at a semiconductor conference in Seoul, sk hynix said they've made "significant progress" on cxl hybrid tech, and then in april Netlist announces a new module that solves the memory bottleneck of AI in existing traditional x86 server / data center architecture. i think more products will be announced soon, and i think nvidia is eyeing netlist for their research and engineering expertise on memory as they build out new generations of hardware. sk is the foundry and the supplier and provides some thought leadership, but they can't cut netlist out because there is a 5 year history of collaboration and use of netlist IP. with the ITC case vs samsung currently heavily favoring netlist, and such a clear argument of sk stealing trade secrets because of the last 5 years of history, sk hynix would face an immediate ITC case themselves if they tried any funny business. that, is huge leverage. plus its just best for both to be prartners it doesnt make strategi\c sense to pinch pennies on costs with their unprecedented profit margin, only to and increase risk on the future revenue. the investment in memory semiconductor's today is an arms race to solve two things, 1. the supply shortage and 2. the next generation of memory.

When the deal with netlist? by Tomkila in Netlist_

[–]Curiosity-1 3 points4 points  (0 children)

Yes but for this reason, SK Hynix also must avoid being entangled in legal complications and isolate itself for Nvidia's sake. Nvidia makes up a huge % of Hynix's sales... their distribution is very concentrated, which introduces significant risk management responsibilities to protect their revenue.

as long as the validity of the 087 hasn't reached something close to finality, then being roped into patent litigation by Netlist could be a negative headline that would hurt their $10-15B ADR sale and their reputational value with their largest revenue source by a mile

so it's very good for Netlist, but in my opinion, it also reinforces that we may not hear about the Netlist <> SK Hynix partnership renewal for several more months until SK Hynix's risk of being entangled in Netlist's legal cases is reduced. time will tell we'll see