Revenue trajectory – $65M revenue to $500M and $7.5B in 2014 with DDR4
UPDATE: 07/03/2012: third-party manufacture of HyperCloud
UPDATE: 07/03/2012: what to expect in the near future
UPDATE: 07/03/2012: sunk factory costs
UPDATE: 07/06/2012 – non-viability of LRDIMMs
UPDATE: 07/06/2012 – VMware certifies Netlist as sole memory vendor
UPDATE: 07/27/2012 – confirmed HCDIMM similar latency as RDIMMs
UPDATE: 07/27/2012 – confirmed LRDIMM latency and throughput weakness
How did a small player become so well positioned for future memory ?
Inphi as a single point of failure
UPDATE: added 06/21/2012: added info on Montage
UPDATE: 07/06/2012 – now a Montage 1333MHz version like Inphi
The top 3 buffer chipset makers are Inphi, IDTI and Texas Instruments.
However Inphi is the only supplier of “iMB” LRDIMM buffer chipsets for Romley.
How Netlist differs from Rambus
UPDATE: added 06/22/2012: Analyst on Inphi IPO potential
Rambus was guilty of taking information FROM JEDEC to inform it’s patenting activity, and thus “front-running” the JEDEC activities.
Netlist, in contrast, was an inventor of a technology that it revealed to a JEDEC member under NDA (Non-Disclosure Agreement), which was alleged to have been leaked by that JEDEC member (see below).
A combination of lower voltages and higher speeds
DDR3 memory already has trouble achieving the faster speeds at high memory loading.
As you add memory modules on a memory channel (go from 1 DPC to 2 DPC to 3 DPC), the max achievable speeds go down.
At lower voltage (1.35V), the max achievable speeds go down further:
JEDEC and DDR4 finalization
UPDATE: 06/10/2012: this article was slashdotted today
UPDATE: 07/24/2012: added Netlist on JEDEC BOD
While JEDEC has time before they finalize the DDR4 standard to secure relevant IP, they did not exercise similar concern when they finalized the LRDIMM standard.
LRDIMMs were standardized without securing the relevant IP.