*1 Before H UGHES M AYER , and S TOLL , Circuit Judges . *2 , . S TOLL Circuit Judge
Apple Inc. appeals from a judgment of the U.S. District Court for the Northern District of California dismissing its complaint for declaratory judgment of noninfringement against Zipit Wireless, Inc. for lack of personal jurisdiction. The district court held that it would be unreasonable to ex- ercise personal jurisdiction over Zipit based on the nature of Zipit’s communications with Apple in the Northern Dis- trict. Specifically, the district court read our precedent as applying a bright-line rule that patent infringement notice letters and related communications can never form the ba- sis for personal jurisdiction. We agree with Apple that the district court erred in this regard.
Guided by the Supreme Court and our own precedent, we conclude, as the district court likely would have absent its erroneous interpretation of our precedent, that Zipit is subject to specific personal jurisdiction in the Northern District of California for purposes of Apple’s declaratory judgment action. We therefore reverse the judgment dis- missing Apple’s declaratory judgment complaint and re- mand for further proceedings.
B ACKGROUND I
Zipit is a Delaware corporation with a principal place of business in Greenville, South Carolina, and with each of its fourteen employees located in South Carolina. Zipit is the assignee of U.S. Patent Nos. 7,292,870 and 7,894,837 (collectively, the “patents-in-suit”), which are generally di- rected to wireless instant messaging devices that use Wi-Fi to send and receive instant messages.
The parties’ communications regarding the patents-in- suit and the instant lawsuit date back to at least 2013, when Zipit first contacted Apple in the Northern District of California. Over the course of three years, the parties ex- changed several rounds of correspondence and met in *3 person at Apple’s Cupertino headquarters located in the Northern District. The parties discussed, among other things, the possibility of Apple buying or licensing the pa- tents-in-suit from Zipit; the status and perceived strength of ongoing inter partes review proceedings involving the patents-in-suit; and technical details regarding potential infringement (and allegations of willful infringement). Ul- timately, these discussions led to Zipit filing a patent in- fringement action against Apple.
The record before the district court [1] indicates that Zipit first traveled to Apple’s Cupertino headquarters on Decem- ber 3, 2013. J.A. 146. Following this in-person meeting, the parties had “at least” four “detailed calls” in December 2013, February 2014, and March 2014. Id. During these meetings and calls, Apple and Zipit discussed licensing the patents-in-suit and Apple’s contentions that it “does not practice any Zipit patent claims” and that the “patents[-in- suit] are invalid.” Indeed, the parties went so far as to exchange competing drafts of a license agreement in Au- gust and September 2014 but ultimately did not reach any *4 agreement. Zipit traveled to Apple’s Cupertino offices for a second in-person meeting to continue discussions on Jan- uary 13, 2015. Id.
Following the January 2015 meeting, Apple and Zipit exchanged numerous letters and emails throughout 2015 and 2016. The first email, dated July 18, 2015, was sent by Mr. Stephen Risley (Zipit’s outside counsel) regarding “Apple’s Ongoing Infringement” of the patents-in-suit. J.A. 144. This email, directed to Apple’s in-house counsel (Mr. Rudhir Patel) sought a “definitive response” from Ap- ple regarding the parties’ ongoing discussion of Apple’s “purchase and/or license” of the patents-in-suit. Id. Refer- encing a discussion that had taken place the day prior, Mr. Risley also attached for Apple’s review Zipit’s opposi- tion brief to a petition for IPR of the ’837 patent. He also noted that additional briefs as to other patents were forth- coming. Mr. Risley concluded: “I understand that Apple will review Zipit’s IPR briefs and respond to Zipit in 1-2 weeks.”
Apple responded two months later. On September 25, 2015, Mr. Patel sent Mr. Risley a letter reiterating Apple’s view that it “does not need a license” to the patents-in-suit “because Apple does not practice any” claims of the pa- tents-in-suit and the claims are invalid. J.A. 146. In de- scribing its grounds for noninfringement, Apple referred specifically to deficiencies in claim charts it had received from Zipit. See id. Apple also stated that its view that the claims were invalid was “confirmed by [its] review of the materials before the [Patent Trial and Appeal Board], and additional prior art not being considered” in the pending IPRs. J.A. 147.
The discussions escalated. On October 14, 2015, Mr. Risley sent a responsive letter addressed to Mr. Patel (with Apple’s Cupertino office listed on the address line) regarding “Apple’s Ongoing Willful Infringement” of the patents-in-suit. J.A. 141. In the letter, Mr. Risley *5 conveyed Zipit’s “continue[d]” belief that “Apple has and continues to willfully infringe” the patents-in-suit. Id. He concluded the letter by referencing willful infringement a second time: “Zipit is confident that if it becomes neces- sary a Court will view your September 25, 2015 [letter] as nothing more than a transparent attempt by Apple to jus- tify Apple’s past, present, and future willful infringement of Zipit’s patents.” Id. Apple responded to this letter on December 8, 2015. J.A. 151.
Mr. Risley sent another email to Mr. Patel five months later on April 7, 2016. In this email, Mr. Risley informed Apple that the Board had “confirmed the patentability of all claims” of the patents-in-suit. J.A. 139. He concluded the letter by once again stating Zipit’s belief “that Apple has and continues to infringe” the patents-in-suit. Id.
The parties thereafter had another phone call on April 26, 2016, after which Mr. Patel, on May 2, 2016, re- sponded in writing to Zipit’s latest letter. J.A. 150. Mr. Pa- tel reiterated Apple’s belief that the patents-in-suit are invalid notwithstanding the Board’s patentability determi- nation in the IPR proceedings. In response to Zipit’s con- tinued allegations of infringement, Apple explained that it had “repeatedly refuted those allegations” and that Zipit had failed to substantively respond to Apple’s positions in this regard. J.A. 151. The letter concluded: “Should Zipit substantively respond to Apple’s explanation of why Ap- ple’s products do not fall within the scope of [the patents- in-suit], Apple will further consider Zipit’s positions.”
II
Over four years later, on June 11, 2020, Zipit sued Ap- ple in the Northern District of Georgia, accusing Apple of infringing the patents-in-suit. J.A. 16 (Compl. ¶ 2) (citing Compl., Zipit Wireless, Inc. v. Apple Inc. , Civil Action No. 1:20-cv-02488-ELR (N.D. Ga. June 11, 2020), ECF No. 1). Zipit voluntarily dismissed the case without preju- dice two weeks later on June 24, 2020. J.A. 16 (Compl. ¶ 3). *6 Nine days later, on July 3, 2020, Apple filed a complaint in the Northern District of California seeking a declaratory judgment of noninfringement of the patents-in-suit.
Zipit moved to dismiss Apple’s complaint for lack of
personal jurisdiction under Federal Rule of Civil Proce-
dure 12(b)(2). On February 12, 2021, the district court
granted Zipit’s motion, holding that it lacked specific per-
sonal jurisdiction over Zipit (general jurisdiction was not
asserted).
Apple Inc. v. Zipit Wireless, Inc.
, Case No. 5:20-
cv-04448-EJD,
The court concluded that Apple had established the
requisite minimum contacts, highlighting that Zipit sent
“multiple letters and claim charts accusing Apple of patent
infringement” and in fact had “travel[ed] to Apple’s offices
in California to discuss these accusations.”
Id.
at *3. This,
the court determined, made the exercise of specific per-
sonal jurisdiction over Zipit “presumptively reasonable.”
Id.
(quoting
Xilinx, Inc. v. Papst Licensing GmbH & Co.
The court then analyzed whether Zipit had established
a “compelling case” that the exercise of jurisdiction would
be unreasonable. After analyzing each of the factors set
forth in
Burger King Corp. v. Rudzewicz
, 471 U.S. 462,
475–77 (1985), the court concluded that Zipit had not done
so.
Judgment Op.
,
The court went on to explain, however, that the Federal
Circuit has held that “the exercise of personal jurisdiction
. . . would be unconstitutional when ‘[a]ll of the contacts
were for the purpose of warning against infringement or
negotiating license agreements, and [the defendant] lacked
*7
a binding obligation in the forum.’”
Id.
(alterations in orig-
inal) (quoting
Levita Magnetics Int’l Corp. v. Attractive
Surgical, LLC
, Case No. 19-cv-04065-JSW, 2020 WL
4580504, at *6 (N.D. Cal. Apr. 1, 2020), which in turn
quotes
Breckenridge Pharm., Inc. v. Metabolite Lab’ys, Inc.
Apple appeals. We have jurisdiction under 28 U.S.C. § 1295(a)(1).
D ISCUSSION
The sole issue in this case is whether the district court
erred in dismissing Apple’s declaratory judgment action for
lack of specific personal jurisdiction over Zipit. “Personal
jurisdiction is a question of law that we review
de novo
.”
,
Determining whether jurisdiction exists over Zipit (an out-of-state defendant) in the Northern District of *8 California involves two inquiries: whether California’s long-arm statute permits service of process and whether assertion of personal jurisdiction comports with due pro- cess. , 848 F.3d at 1352–53. Because “California’s long-arm statute permits service of process to the full ex- tent allowed by the due process clauses of the United States Constitution,” the two inquiries become one. Id. at 1353 (citing Cal. Civ. Proc. Code § 410.10 (West)). That is, we need only consider “whether jurisdiction comports with due process.” Id. (quoting Inamed Corp. v. Kuzmak , 249 F.3d 1356, 1360 (Fed. Cir. 2001)).
“[F]oreseeability . . . is critical to due process analysis,”
and the Supreme Court has made clear that the focus is on
whether a given defendant’s “conduct and connection with
the forum State are such that he should reasonably antici-
pate being haled into court there.”
Burger King
, 471 U.S.
at 474 (quoting
World-Wide Volkswagen Corp. v. Woodson
,
“The first two factors comprise the ‘minimum contacts’
portion of the jurisdictional framework . . . .”
Jack Henry
I
We begin by considering Zipit’s contacts with Califor-
nia. The district court succinctly summarized Zipit’s con-
tacts as follows: Zipit “sen[t] multiple letters and claim
charts accusing Apple of patent infringement and also
travel[ed] to Apple’s offices in California to discuss these
accusations.”
Judgment Op.
,
In , the defendant-patentee sent two notice let-
ters to the declaratory-judgment plaintiff and eventually
traveled to California to meet with the plaintiff to discuss
allegations of infringement and potential licensing of the
patents.
So too here. Indeed,
Xilinx
is virtually indistinguisha-
ble from the facts of this case, where Zipit likewise sent
multiple communications to Apple in California and trav-
eled twice to California to discuss allegations of infringe-
ment and the prospect of Apple licensing or purchasing the
patents-in-suit. And our decision in is not alone in
determining that minimum contacts were satisfied on sim-
ilar facts.
See, e.g.
,
Elecs. for Imaging, Inc. v. Coyle
Zipit argues that minimum contacts are not satisfied
here, relying principally on this court’s decision in
Autoge-
nomics
. In
Autogenomics
, the defendant-patentee sent a
notice letter to the declaratory-judgment plaintiff, the
plaintiff “expressed interest in taking a license,” and two of
the patentee’s representatives flew to California (the forum
state) to meet with the plaintiff’s representatives. 566 F.3d
at 1014–15. Based on the facts of the case and the nature
of the specific communications at hand, we determined
*11
that the plaintiff “failed to allege sufficient activities
‘relat[ing] to the validity and enforceability of the patent’
in addition to the cease-and-desist communications” to
demonstrate minimum contacts. (alteration in original)
(quoting
Avocent
,
Zipit argues (and Apple suggested) that
Autogenomics
created a “bright-line rule . . . that cease-and-desist letters
and related in-person discussions cannot support [mini-
mum contracts for] personal jurisdiction.” Appellee’s
Br. 15–16; Appellant’s Br. 26 n.6. As an initial matter, we
note that there are material factual distinctions between
Autogenomics
and this case.
[3]
More importantly though,
our precedent as a whole—including decisions both before
and after
Autogenomics
—supports our determination that
minimum contacts are satisfied here.
See, e.g.
,
Elecs. for
Imaging
,
Thus, in view of at least , Electronics for Imaging Deprenyl , and Red Wing Shoe , we agree with the district court that Zipit has the requisite minimum contacts with California.
II
Having determined that Zipit purposefully directed its
activities at California, we now consider whether Zipit has
“present[ed] a compelling case that the presence of some
other considerations would render jurisdiction unreasona-
ble.”
Burger King
,
A
We begin by addressing an error in the district court’s
determination that the exercise of jurisdiction would be un-
reasonable. After analyzing and weighing each of the
Burger King
factors, the court initially determined that
Zipit had not shown that the exercise of jurisdiction would
be unreasonable. It went on, however, to conclude that it
would be unreasonable to exercise jurisdiction over Zipit
under our court’s precedent solely because “Zipit’s contacts
with California all related to the attempted resolution of
the status of” the patents-in-suit, i.e., “for the purpose of
warning against infringement.”
Judgment Op.
, 2021 WL
533754, at *4. This was error. As we explained most re-
cently in
Trimble
, “there is no general rule that demand
letters can never create specific personal jurisdiction.”
Zipit traces our court’s treatment of notice letters back
to
Red Wing Shoe
. There, we explained that “[p]rinciples
of fair play and substantial justice afford a patentee suffi-
cient latitude to inform others of its patent rights without
*13
subjecting itself to jurisdiction in a foreign forum.”
This policy is no doubt relevant. As we explained in
Red Wing Shoe
, the “policy favoring settlement is manifest
in . . . the Federal Rules of Evidence,”
id.
at 1361 (citing
Fed. R. Evid. 408), as well as Supreme Court precedent di-
recting courts to consider “the interstate judicial system’s
interest in obtaining the most efficient resolution of contro-
versies,”
id.
(quoting
World-Wide Volkswagen
, 444 U.S.
at 292). While
Red Wing Shoe
has been interpreted as rest-
ing on “policy considerations unique to the patent context,”
Silent Drive, Inc. v. Strong Indus., Inc.
,
For example, an en banc majority of the Ninth Circuit in Yahoo! considered a letter sent to Yahoo!’s headquarters in California alleging that Yahoo! was violating French law. 433 F.3d at 1202. The majority ultimately deter- mined that this letter, by itself, was not a sufficient basis for jurisdiction, explaining that
[t]here are strong policy reasons to encourage cease and desist letters. They are normally used to warn an alleged rights infringer that its conduct, if con- tinued, will be challenged in a legal proceeding, and to facilitate resolution of a dispute without *14 resort to litigation. If the price of sending a cease and desist letter is that the sender thereby subjects itself to jurisdiction in the forum of the alleged rights infringer, the rights holder will be strongly encouraged to file suit in its home forum without attempting first to resolve the dispute informally by means of a letter. at 1208 (collecting cases); see also, e.g. , Int’l Med. Grp.
v. Am. Arb. Ass’n
, 312 F.3d 833, 846–47 (7th Cir. 2002)
(holding that exercise of specific personal jurisdiction over
defendant “would not comport with substantial justice and
fair play” where defendant sent a single letter threatening
to pursue arbitration if insurance company did not pay
claims, and only sending additional communications into
the forum at the declaratory-judgment plaintiff’s request);
cf. Halliburton Energy Servs., Inc. v. Ironshore Specialty
Ins. Co.
,
But this policy cannot control the inquiry—it must be
considered together with the other
Burger King
factors,
consistent with the Supreme Court’s “directive to ‘consider
a variety of interests’ in assessing whether jurisdiction
would be fair.”
Jack Henry
,
In this case, the district court, not having the benefit of
our recent decision in
Trimble
, erred by not considering the
settlement-promoting policy underlying
Red Wing Shoe
as
but one of many considerations in its overall analysis of the
Burger King
factors.
See Trimble
, 997 F.3d at 1157–59
(considering this policy alongside the other
Burger King
factors). Specifically, the district court erred in reading our
precedent as creating a bright-line rule that communica-
tions directed to “the attempted resolution” of the parties’
dispute regarding the patents-in-suit trumps all other con-
siderations of fairness and reasonableness. Although some
of our earlier precedent relying on
Red Wing Shoe
suggests
that there is such a bright-line rule,
see, e.g.
,
Avocent
552 F.3d at 1340;
Breckenridge
, 444 F.3d at 1362;
Silent
Drive
, 326 F.3d at 1206, Supreme Court precedent (both
pre- and post-
Red Wing Shoe
) has made clear that jurisdic-
tional inquiries cannot rest on such bright-line rules—
there are no “talismanic jurisdictional formulas.”
Burger
King
,
B
We now consider the “variety of interests” the Supreme Court has directed us to consider in assessing whether the exercise of jurisdiction would be unreasonable. Because we agree with the district court that minimum contacts are *16 satisfied, Zipit bears the burden to present a compelling case that jurisdiction would be unreasonable. We conclude that Zipit has not met this burden. The district court came to this same conclusion initially, but erroneously treated the settlement policy discussed above as controlling. In an- alyzing these factors de novo, we consider Red Wing Shoe ’s settlement-promoting policy alongside each of the Burger King factors:
[1] “the burden on the defendant,” [2] “the forum
State’s interest in adjudicating the dispute,”
[3] “the plaintiff’s interest in obtaining convenient
and effective relief,” [4] “the interstate judicial sys-
tem’s interest in obtaining the most efficient reso-
lution of controversies,” and [5] the “shared
interest of the several States in furthering funda-
mental substantive social policies.”
First, we consider the burden on Zipit of litigating in California, which is “always a primary concern.” World- Wide Volkswagen , 444 U.S. at 292. Frank Greer, Zipit’s President and CEO and one of the named inventors on the patents-in-suit, stated in his declaration in support of Zipit’s motion to dismiss that all of Zipit’s fourteen employ- ees are located in South Carolina. These employees include another of the named inventors, Ralph Heredia, Zipit’s Vice President of Business Development. There is no real dispute that both Mr. Greer and Mr. Heredia “have infor- mation relevant to the patents-in-suit” and the underlying litigation. J.A. 111 (Greer Decl. ¶ 8). Mr. Greer contends that it “would be significantly more burdensome for” both him and Mr. Heredia, “leaders of Zipit’s management team, to litigate this case in California than in Zipit’s home state of South Carolina due to the added expense of travel and time away from work.” ¶ 14.
We agree with the district court that “adjudication in
California will create some burden for Zipit,” given its ties
to South Carolina.
Judgment Op.
,
Additionally, we note that “[r]epresentatives from
[Zipit] traveled to California to meet with [Apple] in person
to discuss [Zipit’s] infringement contentions and licensing
offer with respect to the patents-in-suit.”
Xilinx
, 848 F.3d
at 1357. As we explained in , “territorial presence
frequently will enhance a potential defendant’s affiliation
with a State and reinforce the reasonable foreseeability of
suit there.” (quoting
Burger King
, 471 U.S. at 476).
This “foreseeability . . . is critical to due process analysis.”
Burger King
, 471 U.S. at 474 (quoting
World-Wide
Volkswagen
,
Finally, Zipit suggests in its appeal brief that it could not have foreseen being haled into court in California be- cause four years lapsed between its last contact with Apple in California (2016) and Apple’s filing of its declaratory judgment action (2020). See Appellee’s Br. 2–3, 25–26. But Zipit’s argument skips over an important point—it is Zipit who reignited the parties’ contacts by filing suit for patent *18 infringement in Georgia in 2020. After moving to dismiss its action in Georgia without prejudice, Zipit cannot credi- bly assert that it could not have reasonably foreseen that Apple would respond in kind by filing a declaratory judg- ment claim, and that it would do so in its home state of California given Zipit’s earlier contacts with the forum state. However stale Zipit’s contacts might have become absent intervening action by Zipit, they were ripe when Ap- ple filed its declaratory judgment action.
Turning to the second factor—California’s interest in
adjudicating the underlying patent infringement dispute—
we have previously recognized that California has “definite
and well-defined interests in commerce and scientific de-
velopment,” and that it has “a substantial interest in pro-
tecting its residents from unwarranted claims of patent
infringement.”
Xilinx
,
The third factor asks us to consider Apple’s interest in
obtaining convenient and effective relief. As the district
court correctly explained, “Apple, ‘which is headquartered
in California, indisputably has an interest in protecting it-
self from patent infringement by obtaining relief from a
nearby federal court in its home forum.’”
Judgment Op.
Fourth, we consider “the interstate judicial system’s in-
terest in obtaining the most efficient resolution of contro-
versies.”
Burger King
, 471 U.S. at 477. Underlying this
*19
consideration is the settlement-promoting policy discussed
above (and which the district court treated as dispositive).
Indeed, as we explained in
Red Wing Shoe
, this important
settlement-promoting policy “squarely invokes” the fourth
Burger King
factor.
Here, we have no doubt that Zipit’s initial contacts with California can be fairly viewed as attempting to settle its dispute with Apple out of court, e.g., by way of a patent li- cense. This is an important fact we consider and weigh in Zipit’s favor. We note that Zipit’s communications with Ap- ple arguably went further, extending over the course of sev- eral years and reaching beyond license negotiations to include the sale of its patents. After Apple told Zipit it “d[id] not need a license to the” patents-in-suit in 2015, J.A. 146, Zipit continued to assert that Apple was infring- ing the patents-in-suit for many months thereafter. Over- all, while we consider this important policy of promoting settlement—as it is, of course, one of the most efficient ways to resolve a controversy without court intervention— we must balance the fourth Burger King factor against the other factors.
Finally, regarding the fifth factor, Zipit has not argued
that there is “any conflict between the interests of Califor-
nia and any other state.”
Trimble
,
Having considered each of these factors, we conclude that Zipit has not made a “compelling case that the pres- ence of some other considerations would render jurisdiction unreasonable.” Burger King , 471 U.S. at 477. As we acknowledged above, there is of course some burden on Zipit to litigate in California. But California and Apple both have an interest in litigating this patent dispute in California. And while we agree with Zipit that the settle- ment-promoting policy is a relevant factor to consider in assessing the reasonableness of jurisdiction, for the rea- sons above, we cannot say on the facts of this case that Cal- ifornia’s and Apple’s interest in litigating in California “pale[] in comparison to the interest of the judicial system and society at large.” Appellee’s Br. 34. Nor can we say that this policy, combined with Zipit’s burden, would ren- der the exercise of jurisdiction over Zipit compellingly and constitutionally unreasonable given the nature and extent of Zipit’s contacts. Zipit went beyond attempting to resolve its dispute with Apple outside of court; it amplified its alle- gations of infringement after Apple stated it did not need a patent license, and Zipit, in the end, sued Apple for patent infringement.
Ultimately, this is not “one of the ‘rare’ situations in which sufficient minimum contacts exists but where the ex- ercise of jurisdiction would be unreasonable.” Elecs. for Im- aging , 340 F.3d at 1352 (quoting Beverly Hills Fan Co. v. Royal Sovereign Corp. , 21 F.3d 1558, 1568 (Fed. Cir. 1994)). Zipit has not met its burden to present a compelling case that these factors in the aggregate would render the exercise of jurisdiction unreasonable.
C ONCLUSION
We have considered the parties’ remaining arguments and find them unpersuasive. For the foregoing reasons, we reverse the district court’s judgment dismissing Apple’s *21 complaint for declaratory judgment of noninfringement for lack of personal jurisdiction and remand for further pro- ceedings.
REVERSED AND REMANDED
Notes
[1] On January 25, 2022, we granted Apple’s opposed motion to file a supplemental appendix. See Order, Apple Inc. v. Zipit Wireless, Inc. , No. 21-1760, ECF No. 38 (Fed. Cir. Jan. 25, 2022). The supplemental appendix in- cludes a portion of a letter from Zipit’s outside counsel to Apple’s general counsel that was not part of the record be- fore the district court. In its briefing on the motion to sup- plement, Apple informed the court that the limited purpose of this non-record letter was to demonstrate that it was not misleading the court in its opening brief on appeal when it stated that Zipit initiated the contacts, an allegation that Zipit had implied in its responsive brief. Because this let- ter was not part of the district court record, we do not con- sider the substance of this letter beyond this limited purpose identified by Apple.
[2] Zipit does not dispute that Apple’s declaratory judgment action arises out of Zipit’s contacts with Califor- nia.
[3] For example, unlike in
Autogenomics
, here Zipit:
(1) kept Apple apprised of the status of ongoing IPRs of the
patents-in-suit,
cf. Deprenyl
,
