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Netlist Expects $73 Million in Quarterly Licensing Revenue in Q4 2026

The forecast includes about $45 million from Samsung and $28 million in recognized Micron revenue after a noncash adjustment.

A server memory module and HBM package catch warm light / TokenPost.ai
A server memory module and HBM package catch warm light / TokenPost.ai

Netlist projects roughly $73 million in quarterly licensing revenue from Q4 2026, with about $45 million tied to Samsung and $28 million in recognized Micron revenue after a noncash adjustment.

The Micron revenue figure differs from the contract’s $30 million quarterly payment. The five-year agreement schedules $600 million in total payments, starting in Q4 2026 and ending in Q3 2031.

The five-year Micron-Netlist license accompanies a settlement that released pending legal proceedings between the companies. The license covers Netlist’s patent portfolio, including patents for server dual in-line memory modules (DIMMs) and high-bandwidth memory (HBM).

John Kim

John Kim reports on the digital-asset business for TokenPost. Send corrections or tips to info@tokenpost.com.

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