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Friday, May 10, 2024 9:08:56 AM
7:44 AM
$NLST I assure you that HBM is 100% netlist's greatest opportunity to become a successful company. Limited access to this business, total control between sk (our partner) and samsung (our enemy). I would say that Samsung's damage is growing exponentially and an opportunity like this will never happen again. Everyone will have to work 200% to make NLST's HBM patents valid, only in this way can we say we have gold in our hands. not even the 912 is that powerful for increased value.
if the 912 is found on all 12 million servers sold every year, hbm as you can see from the photo, has an exponential increase in use and can be used in more fields.
Previously, SK Hynix forecasted that by 2030, its HBM shipments would reach 100 million units annually
Netlist made 16$ for every HBM unit in the Samsung case. Both Samsung and sk are doubles their HBM shipment every single year! Numbers speaks for us, in less than 2 year HBM will be more important than 912 (my opinion)
https://stocktwits.com/TOMKiLA/message/572404343
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