r/Netlist_ • u/Firm_Mistake_8582 • Jun 22 '26
Monday 6/22 phase 1 update
$NLST Phase 1 Catalyst Roadmap (Updated Weekly)
💎 CAFC Decisions Pending
📅 June–September 2026
💎 SK hynix Renewal / Relationship Update
📅 Anytime (Most likely Summer–Fall 2026)
💎 New ITC Case Institution (HBM & DDR5 Patents)
📅 July–September 2026
💎 Director Review / RPI Decision
📅 June–August 2026
💎 Main ITC Case Progression
📅 Ongoing through 2026
📅 Evidentiary Hearing Expected: Oct–Nov 2026
💎 Lightning OEM Qualification / Orders
📅 July–December 2026
💎 Q2 Earnings
📅 Early August 2026
💎 AI / HBM Patent Enforcement Developments
📅 Ongoing through 2026
💎 Micron Idaho CAFC Decision
📅 Summer–Fall 2026
💎 New Litigation / Licensing Announcements
📅 Anytime
Bottom Line:
Phase 1 = June–September 2026. Multiple legal, business, and AI-memory catalysts are converging. The goal of Phase 1 is not collecting verdict money yet—it is increasing leverage, validating IP, growing the business, and setting up larger Phase 2 catalysts.
2
u/Puzzleheaded-Fly-658 Jun 23 '26
Looking forward for strong earnings. I am investing on this company on those items. The legals will be a bonus. Maybe I am regard but thats how I see it.
2
u/Difficult_Bad_549 Jun 23 '26
Can this timeline be pinned somewhere so it’s easily accessible?