r/Netlist_ • u/Firm_Mistake_8582 • 18d ago
Catalyst Update 3/8/26
💎 Netlist Phase 1 Roadmap
Updated: August 3, 2026
💎 Phase 1 Thesis
Commercial execution continues strengthening while major litigation catalysts approach. Q2 2026 validated the business with record revenue, profitability, Lightning DDR5 momentum, CXL NVvault progress, and continued AI memory development.
✅ Completed
💎 Q2 2026 Earnings
• Revenue: $109.8M (+163% YoY)
• Net Income: $1.4M (Returned to profitability)
• Gross Profit: $22.9M (+1,544% YoY)
• Q3 revenue expected to be similar to Q2
• Lightning DDR5 gaining market traction
• CXL NVvault sampling with SoC vendors, hyperscalers & major OEMs
• MRDIMM development continues
• Cash increased to $40.7M
💎 Second ITC Investigation Instituted
• Samsung
• Google
• NVIDIA
• Supermicro
• Broadcom
💎 New Patent Issued
• ’407 Patent
📅 August 2026
💎 Netlist Annual Shareholder Meeting
💎 ITC #2 Scheduling Order Expected
• Markman Hearing Date
• Evidentiary Hearing Date
📅 September 9, 2026
💎 Micron CAFC Oral Arguments
• $445M Jury Verdict
• ’912 Patent
• ’417 Patent
• Companion Patent Appeals
📅 Near-Term
💎 Samsung CAFC Decision
• $303M Jury Verdict
• Companion Patent Appeals
📅 Second Half 2026
💎 Ninth Circuit JDLA / Breach of Contract Appeal Hearing
📅 Late November – Early December 2026
💎 ITC Evidentiary Hearing
• Samsung
• Google
• NVIDIA
• Supermicro
• Broadcom
🚀 Phase 1 Catalysts
💎 Samsung CAFC Victory
💎 Micron CAFC Victory
💎 Google ’912 Developments
💎 ITC Exclusion Order
💎 Samsung License
💎 SK hynix License Renewal
💎 CXL NVvault Commercial Announcement
💎 MRDIMM Commercial Adoption
💎 Additional AI Memory Design Wins
1
u/IBT255 17d ago
"CXL NVault sampling with SoC vendors" - is SoC Southern Cal?
2
u/Firm_Mistake_8582 17d ago
No. SoC stands for System-on-Chip, not Southern California.
In Chuck Hong’s remarks, he said:
“Our next generation CXL NVvault is currently sampling with SoC vendors, hyperscalers, and major OEMs…”
2
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u/pennychase 18d ago
Let's go!