We are very excited with our HBM product: | NLST Message Board Posts


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Msg  3503 of 3649  at  9/28/2023 5:51:26 AM  by

squarebz


We are very excited with our HBM product:

 
$NLST "Micron HBM3E is currently in qualification for NVIDIA compute products, which will drive HBM3E-powered AI solutions. We are very excited with our HBM product. It is an industry-leading product with respect to performance, power, capacity, capability. And as we have mentioned, this product is in the qualification stages with our customers here and we expect revenue to begin in early 2024. And yes, we are very much still on track for meaningful revenue, $700 million in our fiscal year '24." "Micron also has a strong position in the industry transition to DDR5. We expect Micron DDR5 volume to cross over DDR4 in early calendar 2024, ahead of the industry. We have started shipping samples to customers to help support their AI application needs." I'm thinking that NLST patents are in the mix. This (Theft) will eventually get resolved. NLST will get paid. KNOW what you own.


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Replies
Msg # Subject Author Recs Date Posted
3504 Any 10-Q comments about the Netlist liability exposure from Micon? nxt999nxt 0 9/28/2023 8:29:03 AM




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