67 WALL STREET, New York - May 27, 2014 - The Wall Street Transcript has just published its Semiconductors Report offering a timely review of the sector to serious investors and industry executives. This special feature contains expert industry commentary through in-depth interviews with public company CEOs and Equity Analysts. The full issue is available by calling (212) 952-7433 or via The Wall Street Transcript Online.
Topics covered: Mobile Device Consumer Demand - Enterprise Data Storage Demand - Energy Efficiency, Cloud Computing and Telecommunications - Improvement from Cyclical Bottom - Semiconductor Capital Equipment Spending - Data Growth Trends - Semiconductor Revenues and Demand - Chinese Fabless Industry Growth
Companies include: Netlist Inc. (NLST) and many more.
In the following excerpt from the Semiconductors Report, the Chairman and CEO of Netlist, Inc. (NLST) discusses company strategy and the outlook for this vital industry:
TWST: What steps have you taken to strengthen your I.P. position, and how secure would you say it is at this point?
Mr. Hong: We've invested tens of millions of dollars over the last six to seven years in building out and fortifying our patent portfolio. We have two main areas of I.P. First is the I.P. related to high-performance server memory, which covers the emerging LRDIMM market. This set of patents came out of the development of our HyperCloud product line. The second group of patents is for hybrid memory, and covers NV and other kinds of emerging technologies that combine flash and DRAMs in one system. This I.P. came out of the NV product line, which we created some six years ago.
Importantly, both patent families are being validated through re-exams in the patent office. Recently, we emerged victorious after nearly four years of USPTO re-exams on patents '537 and '912. We are now owners of the only LRDIMM patents to have survived the rigorous scrutiny of a full re-exam and appeals process at the USPTO. LRDIMM is a $1.3 billion market this year, forecasted to grow to $5-plus billion annually by 2017. The re-exam victories firmly position the company to benefit from this large, growing market through patent licensing.
The hybrid memory patents are currently the subject of a major litigation against SanDisk and Diablo in the Northern District of California. We believe that their product ULLtraDIMM infringes on at least seven Netlist patents and was built using stolen Netlist trade secrets by Diablo Technologies, a former silicon contractor. We are making good progress in this case, and we are confident that we will prevail when all the facts are brought to light.
TWST: What do you think will be the next wave of innovation in the industry, and how are you working to make sure that Netlist participates in it?
For more of this interview and many others visit the Wall Street Transcript - a unique service for investors and industry researchers - providing fresh commentary and insight through verbatim interviews with CEOs, portfolio managers and research analysts. This special issue is available by calling (212) 952-7433 or via The Wall Street Transcript Online.