Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Impinj, Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Soumaila who wrote (426)	9/10/2025 2:51:46 PM
From: Cooters	2 Recommendations Recommended By nicewatch Soumaila Respond to of 473

Nice review. I'll add a few things. - While discussing NXP potentially designing around PI patents and no longer having/needing access to their IP, he mentioned they would also lose access to Gen2X capabilities. This greatly increases my confidence that the license agreement will remain in force over the full term. - Inlay pricing in the most competitive situations is now sub-2cent. - The 2 new use cases at what I believe is Fedex will result in systems revenue in Q3 and Q4. - Just a confirmation, but a lot of the inventory issue at the beginning of the year was the result of volumes at UPS when they decided to drop the low margin business from Amazon. Cooters - back in the saddle