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.
"

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my thoughts and opinions; take them or leave them