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Openai/69569a57-79cc-8000-bf7e-5d4a3e894d0c
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==== 2. Samsung: why discovery is existentially sensitive ==== ===== A. Samsung’s exposure is architectural, not product-specific ===== In an ITC case, Samsung is not just producing: * Product datasheets * Marketing materials They must produce: * DRAM controller designs * Rank multiplication logic * Load-reduction mechanisms * Command/address buffering * Timing coordination logic These are core architectural trade secrets — not easily compartmentalized. Once disclosed (even under HC-AEO): * Netlist’s experts understand exactly how infringement scales * It becomes clear whether infringement spans: - DDR4 - DDR5 - LRDIMM - RDIMM - HBM-adjacent designs This creates portfolio-wide exposure, not “one bad SKU.” ===== B. Samsung’s supply-chain discovery problem ===== Netlist subpoenas inevitably reach: * Foundries * Controller IP vendors * Module assemblers * OEM customers (directly or indirectly) Even if Samsung itself complies perfectly: * Third-party documents can corroborate infringement * Or expose design intent, which is devastating Protective orders do not stop corroboration. ===== C. Why Samsung settles early (historically) ===== Samsung’s calculus often becomes: : “Do we want multiple outside experts to permanently understand how our memory architecture works?” Even if sealed forever, the answer is often no.
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