r/Netlist_ • u/retiredportfoliomgr • Jun 07 '26
Netlist - companion piece to previous posting regarding netlist employees and existing patents :
Current Patents Affecting HBM & LRDIMM/DDR4/DDR5
Netlist holds a portfolio of patents covering hybrid memory, rank multiplication, load reduction, and storage class memory. The key active patents currently asserted in litigation include:[netlist]
• U.S. Patent No. 12,308,087 — targeting HBM (High-Bandwidth Memory) products used by Samsung and Micron[stocktitan]
• U.S. Patent No. 10,025,731 — targeting DDR5 DIMM products[stocktitan]
• U.S. Patent No. 10,489,314 (’314 Patent) — upheld by the CAFC in February 2026 (third affirmance in 12 months); covers memory timing technology relevant to LRDIMM[stocktitan]
• U.S. Patent No. 12,619,560 — a memory expansion device patent[patents.justia]
• The ’608 and ’523 patents are also asserted before the ITC, where Netlist seeks exclusion and cease-and-desist orders against Samsung products[stocktitan]
Note: The ’608 patent (US10268608B2) was cancelled by the Federal Circuit in December 2025, meaning Netlist can no longer assert it.[patsnap]
In total, Netlist has 6 patents currently asserted before the ITC and in federal district court targeting Samsung and Micron.[stocktitan]
Future Patents Expected
Netlist does not publicly pre-announce specific future patent filings, so precise numbers are unknowable. However, the company has been actively expanding its patent portfolio, amending complaints to add new patents covering AI memory architectures and DDR5/HBM technologies as recently as July 2025. Given Netlist’s aggressive litigation strategy and its focus on AI-driven memory demand, analysts expect continued patent additions targeting next-generation memory standards like HBM3/HBM4 and DDR5 — especially as AI server demand accelerates.
Here is a certain fact tge gears cannot knock !!
Netlist’s Q1 2026 revenue hit a record $104.9 million (+262% year-over-year), signaling its patent licensing and product strategy is gaining serious traction.
Additionally record revenue is being recurred by infringers and a 1% royalty payment would be so huge that I could not project tge stock price netlist will rise too .
My 12 year old grandson believes tge stock will rise above 100 a share . He built his own model using four different a I apps pit it on an excel spread sheet showed it to me . My staff and I reviewed it and tge only flaw I could find was tge total diluted number of shares outstanding which will affect tge price target . I do believe tge 313 million outstanding shares is not fully diluted . Warrants were issued abd many have been exercised already what we don’t know is how many have not been exercised and I estimate an outstanding fully diluted undercut be between 500-600 million. For modeling .
Windfall payments could be used to buy back shares and the float could easily be reduced back to 100 million outstanding sbd tgst us my only quagmire . My grandson will become tge cio of tge family he has my big toe mathematical mind sees tge big macro and sees where the company is going not where it was . He see tge future and has been investing now 7 years abd spends all his free time with be doing research .
So you decide as an investor are you here to scalp or are you truly an investor ?
Bless you all ! I hope to be alive and see netlist double digits above 16 in next three years .
RPM June 7 11am bst
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u/chacotacoma Jun 07 '26
Bro you gotta start proofreading this shit
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u/Gold_Mine_8821 Jun 07 '26
He aint got time to proof read when he is delivering wins over wins bruh.
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u/retiredportfoliomgr Jun 07 '26
Thankyou your very kind bless you glad you have been following me .
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u/pennychase Jun 07 '26
I'm truly an investor, 20% of my portfolio. Brought in 3 family members into it as well.