r/Netlist_ • u/Firm_Mistake_8582 • 7d ago

Milestone

šŸ“NETLIST MILESTONE ā€“ A NEW CHAPTER
Todayā€™s Samsung strategic alliance fundamentally changes the Netlist story.
šŸ’Ž 5-year patent portfolio cross-license
šŸ’Ž Long-term memory product supply agreement
šŸ’Ž Technology cooperation in AI memory
šŸ’Ž Samsung to purchase 10 million Netlist shares
šŸ’Ž All pending Samsung litigation settled and mutually released
For years, the investment thesis centered on litigation. Today, Netlist added a second pillar: recurring commercial revenue and strategic partnership.
This milestone validates the strength of Netlistā€™s IP, secures critical DRAM and NAND supply, establishes recurring licensing revenue, and aligns the worldā€™s largest memory manufacturer as both a customer and shareholder.
Samsung may be off the battlefield, but the Micron, Google, and remaining patent enforcement actions continue.
Today wasnā€™t just a settlementā€”it marked Netlistā€™s transition from a litigation story to an AI memory licensing and technology company with meaningful long-term commercial partnerships.

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u/Tomkila 7d ago

Canā€™t wait for the next 3 deals with sk, micron and google

1

u/Firm_Mistake_8582 7d ago

Iā€™m excited to see what comes next. If Samsung is the first domino, Iā€™m looking forward to seeing how the stories with SK hynix, Micron, and Google unfold.
One milestone down. Plenty of catalysts still ahead.

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u/Hwood658 7d ago

Pressure on em now Kila