Marketability as a better RDIMM
UPDATE: 07/09/2012 – buyout
UPDATE: 07/09/2012 – strategic value of RDIMM-compatibility and misconceptions debunked
UPDATE: 07/27/2012 – confirmed HCDIMM similar latency as RDIMMs
UPDATE: 07/27/2012 – confirmed LRDIMM latency and throughput weakness
Is Netlist a buyout candidate ?
Is LRDIMM a dead-end product ?
Is it easier to market a better RDIMM that includes all the features of an LRDIMM ?
What sloppy appeals at the USPTO look like
UPDATE: 07/08/2012 – quoting from the pdfs
We’ll shed some light on Inphi’s arguments in appeal of USPTO finding in favor of Netlist in the ‘537 and ‘274 patent reexams.
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.
Market for load reduction
UPDATE: added 06/06/2012: info on LRDIMM market
In summary, if you follow the constraints outlined in the other articles here: