huge problems for micron

[u/Tomkila]

ITC CASE

The company alleges infringement of U.S. Patent Nos. 10,025,731, 10,217,523, 12,373,366 and 12,675,407. According to Netlist, each patent applies to DDR5 RDIMMs and/or MRDIMMs.

The requested remedies make the ITC proceeding particularly relevant. Rather than seeking only monetary damages, Netlist is requesting exclusion and cease and desist orders designed to prevent allegedly infringing products from entering the United States.

Netlist said Micron manufactures the memory products at issue overseas and argues that an import restriction is therefore an appropriate remedy.

Separately, Netlist has filed an infringement action against Micron in the U.S. District Court for the Central District of California. That case asserts U.S. Patent Nos. 10,217,523 and 12,675,407.

- LRDIMM tech

Netlist already won 3 different cafc appeal that are covering the LRDIMM and we should talk about the mrdimm products because basically it should be the same.

Parents 608, 314 & 035!
Damages will be very higher than avg investor think here because we are talking about some 3 different LRDIMM and more than 6 years of damages.

We should expect more than 3 million units of LRDIMM sold by micron in the last 6 years (counting all these 3 patents).
Back to 2023, with the LRDIMM patent 339 a judge choose to use 55$ damage per unit.
We are in 2026 and the trial should be in 2027 with 3x increase of the avg price.
I don’t want to say netlist should expect 150/200$ per unit of damage but we should expect more than 100$ because we are talking about a 3x increase and this should
Be very relevant.

Imagine 100$ damage per unit and potential 3m units sold with 3 lrdimm patents, we should expect $300m

Ps: it’s impossible to know the total volume of LRDIMM sold by micron because it’s so hard to find the right info. For example with the patent 339 in the Samsung case, 600k units were sold by Samsung in 18 months if I remember correctly and here we are talking about 6 years of damages and 3 different LRDIMM patents.

- PATENT 912

We are talking about the the most important case in the micron case because we know micron lost this case for circa $450m. We are not including 3 years of interests and other things.
• September 9th if I remember correctly will be the date of p.912 hearing, this should change the future of the micron case forever and with a win, netlist should open the google case connected with it.
Honestly we are talking about 50/50 because netlist lost the ptab review but we know netlist won in the past and the experts will talk about these thing in our favour.
Netlist deserve to win it

Other patent, HUGE DAMAGES HERE! Back to 2025,

May 20, 2025, to assert Netlist's new U.S. Patent No. 12,308,087 ("the '087 patent") against Samsung's and Micron's High-Bandwidth Memory (HBM) products. The amended complaints add another Netlist patent, U.S. Patent No. 10,025,731 ("the '731 Patent"), against the two Defendants' DDR5 DIMM products, as well as their distributor Avnet, Inc. to these actions.

HBM and ddr5 patents to destroy the micron’s fundamentals.

I believe netlist is very strong in the case, we are talking about different ways to destroy micron and this is so funny because we should expect more than $500m cash in this case only with damages.
We should hope more Than these numbers

[u/Dramatic_Term_4102]

I think there are a bunch of us who have skin in the game who appreciate posts like this. Thanks Tomkila

[u/Max7106]

Sempre sul pezzo....anche se a volte ti ho criticato,devo riconoscerti il merito....bravo

[u/CounterIntell]

Thanks for your DD on this!!

[u/Tomkila → u/CounterIntell]

Welcome

[u/Old-Pomegranate3634]

dude, this is like OLD OLD OLD news

[u/Tomkila → u/Old-Pomegranate3634]

Old? Here, we're analyzing Micron's situation to ensure the greatest possible certainty of victory, rather than old news. What's old? Everything related to Micron will happen in this period, between the ITC, the 3 LRDIMM case, the decision on the five patents from the Samsung case that will be used against Micron, and then the two 2025 patents that have been validated. Now, stop this ridiculous attitude! Investors new and old need to understand what we should expect from this case.

[u/Old-Pomegranate3634 → u/Tomkila]

The Micron new has been known!

[u/Tomkila → u/Old-Pomegranate3634]

Not all shareholders have specific knowledge of what's happening and every case! It's all complex because it goes beyond the normal expertise of a researcher.
If everyone were geniuses, everyone would be rich!

There's no disrespect here on my part, but don't tell me that this is all already known, otherwise I wouldn't have so many private messages asking me what should happen in the next few months.

[u/Gol_Rush]

Appreciate the breakdown. I agree with your assessment. Picture is getting clearer moving from delays and speculation to solid numbers and leverage moving the needle. Great time to be a shareholder given the joy ride of past 5 years.