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Key events, in time order
Earnings call cites licensing revenue for profitability, AI memory growth and higher Q4 outlook.
Seeks import ban on Micron chips used in AI computing for Nvidia, Google, Broadcom
Federal Circuit affirms invalidation, impacting patent portfolio value
New legal proceedings seek exclusion and cease and desist orders, impacting industry competition
Deal covers patent cross-license, product supply, tech cooperation, and Samsung share purchase, ending years of litigation
Seeking Alpha adds current profitability driven by cyclical DRAM resales, not proprietary products or recurring licensing.
Q2 results released with call transcript, moving from scheduled to reported
Second quarter 2026 revenue was $109.8 million, up 163% from the second quarter of 2025.
Shares passed above the 200-day moving average on Wednesday, trading as high as $2.53
ITC probes Samsung memory chips and products from Google, Nvidia, Broadcom, Super Micro after Netlist complaint
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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice
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Facts and opinions separated · All items sourced · Not investment advice