Aug. 2 at 7:16 PM
$NLST Who stands to lost the most, if NLST is acquired?
Samsung Electronics (Highest Competitive Risk)
Why They Lose: Samsung, the global leader in memory (HBM, DDR5), is already facing a
$303 million patent infringement damages award to Netlist. If a competitor like Micron, SK hynix, or NVIDIA acquires Netlist, they would gain control of Netlist’s critical IP, including MRDIMM and CXL NVDIMM, which are pivotal for AI servers and high-performance computing. This could strengthen the acquirer’s position in the
$25 billion HBM market (by 2031) and
$65 billion DDR5 market (by 2029), potentially forcing Samsung to pay higher licensing fees or face further litigation. An acquisition by NVIDIA or a big tech firm (e.g., Google) could also integrate Netlist’s tech into proprietary AI ecosystems, limiting Samsung’s access and eroding its market dominance.