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ADEA

8 atoms · 跨 3 天 · 首见 2026-05-12 · 最近 2026-06-30

三色: 🟦 fact 6 · 🟥 take 2 · stance ▲5/▼1/◆2

来源: X 8

时态: fresh:8

标签: 好信源:4 · 好观点:2 · 好思考:2 · 好数字:1

2026-06-25 · Micron和SK Hynix授权预计在2027年续约
The Micron and SK Hynix licenses are expected to renew around 2027, right as the HBM4 ramp begins.
tags: 好思考 · → daily
value: date=2027
2026-06-25 · 若部分固定费用转为按芯片收取版税，公司利润将大幅增长
If they convert even part of those flat fees into per chip royalties, a tiny fee on every chip produced, the math explodes.
tags: 好思考 · → daily
2026-06-25 · 若实现版税转换，股票将重新估值
If it hits, the stock re rates.
tags: 好观点 · → daily

2026-06-25 · 已授权客户覆盖超过90%的DRAM市场
They already have the memory industry licensed, Micron, SK Hynix, Kioxia, SanDisk, over 90% of the DRAM market.
tags: 好数字·好信源 · → daily
value: qty=90% · date=present
2026-06-30 · 签署多年IP许可协议
Adeia signed a multi-year IP license agreement with RPX, giving 10 RPX member companies access to Adeia’s media IP portfolio.
tags: 好信源 · → daily
value: date=multi-year
2026-06-25 · 持有混合键合（hybrid bonding）基础专利
Adeia owns the foundational patents on hybrid bonding, the chip stacking tech that HBM memory increasingly depends on.
tags: 好信源 · → daily
2026-06-25 · 目前授权主要为固定费用模式，不按产量收费
The catch is those are mostly flat fee deals. Adeia gets the same check whether Micron makes a million chips or a billion.
tags: 好观点 · → daily
2026-05-12 · IP license renewal with Google
$ADEA renewed a multi-year IP license with Google, extending a relationship that dates back to 2012. The deal gives Google broad access to Adeia’s media IP portfolio across streaming, connected TV and digital entertainment. Financial terms were not disclosed.
tags: 好信源 · → daily