Netlist Inc (NLST)

$0.83 -0.02 (-2.52%)
Market Cap 243.24M
Revenue (ttm) 147.10M
Net Income (ttm) -53.87M
EPS (ttm) N/A
PE Ratio 0.00
Forward PE N/A
Profit Margin -36.62%
Debt to Equity Ratio -0.18
Volume 363,100
Avg Vol 625,164
Day's Range N/A - N/A
Shares Out 292.64M
Stochastic %K 34%
Beta 1.16
Analysts Sell
Price Target $2.00

Company Profile

Netlist, Inc. designs, manufactures, and markets memory subsystems for the server, high-performance computing, and communications markets in the United States and internationally. The company portfolio of proprietary technologies and design techniques, includes planar design, alternative packaging techniques, and custom semiconductor logic to deliver memory subsystems; and sells specialty memory modules and flash-based products for use in data center and industrial applications. It resells compo...

Industry: Electronics & Computer Distribution
Sector: Technology
Phone: 949 435 0025
Fax: 949 435 0031
Address:
111 Academy, Suite 100, Irvine, United States
WillieGraff
WillieGraff Sep. 14 at 6:20 PM
$NLST $NLST MRDIMM modules will occupy most of the DIMM memory module market for servers. This product utilises most of Netlist's patented technology! Netlist invented all of this more than ten years ago! Chun K. Hong Well, it's -- when we secured the original 3 verdicts, HBM's market was relatively in its early stages. So the volumes were not as big. We have asserted the new HBM patent against Samsung and Micron, and the new DDR5 patents against them, DDR5 DIMM patents. And the volumes for HBM has since exploded since our earlier verdicts due to the growth of AI servers, and that's been well documented. So the volumes are much, much larger, and the dollar exposure is much larger, tens of billions for each of these suppliers annually. DDR5 volumes also have increased multiple fold since the original verdicts over the last couple of years. Hey Micron $MU, dollar risks are much higher now!
1 · Reply
Michael_YMB
Michael_YMB Sep. 14 at 3:55 PM
$NLST IMO, NLST made some tough choices I disagree with https://www.reddit.com/r/NLSTforumKnowledge/comments/1ng21hx/historical_perspective_for_annual_meetings_cxl/ Saucer's FUD is worthless but his research is not
0 · Reply
Saucerhead
Saucerhead Sep. 14 at 2:46 PM
$NLST https://semiconductor.samsung.com/news-events/news/samsung-demonstrates-new-cxl-capabilities-and-introduces-new-memory-module-for-scalable-composable-disaggregated-infrastructure-at-memcon-2024/
0 · Reply
Saucerhead
Saucerhead Sep. 14 at 2:44 PM
$NLST @microby Samsung has CXL CMM-H it is an FPGA currently that they are presenting to customers. They have presented benchmark results for the CMM-H so it is a real product unlike Netlist which just has Chucky pumping a future product! https://www.hotstorage.org/2025/slides/Revisiting%20Memory%20Hierarchies%20with%20CMM-H.pdf
0 · Reply
microby
microby Sep. 14 at 12:14 PM
$NLST 🍀🙏😉 the name of the product gives you the technology used, that is a logical conclusion, not a rumor, factual! 😉 Gail said it 100% correctly, no hybridDIMM, she confirms what ceo Hong announced in 2021! Netlist chooses the CXL way, the hybriDIMM technology is still used, but CXL capable🍀🍀🍀 technically a CXL DIMM is not possible, colloquially, well, we know what is meant, technically correct a CXL hybrid-"whatever" hybridDIMM was a main memory, CPU-dependent/attached, plugged in right next to the CPU, (the processor) just like an RDIMM/LRDIMM — on memory bus with the early decision for CXL it was clear that Netlist was turning away from hybriDIMM, CXL is a bus technology for peripheral applications, CPU-independent, on the CXL bus is not an h-DIMM, an h-memory= old hybriDIMM technology on advanced CXL level, hybrid-x no comparable product in sight, samsung's cxl cmm-h is an announcement, a theoretical concept, an experiment
3 · Reply
GotOut
GotOut Sep. 14 at 3:51 AM
$NLST So, seems like we like to panic, sure I do too/kind of. Doom/Gloom attitude. Gail said this, CXL that and so on. Issue a bunch more shares (I voted yes) Trust Hong! -I go back to the 912 patent and Google. Right there is a game changer back to 10 bucks a share, win that at Cafc, for at least 10 years of damages, minimum. Ok say 5 bucks a share for the dark side/unoptimistic way of thinking. Sure it expires in 2026. -Do we all think, that CAFC will wipe out all of the district court judgments? Sure possible? Clear and convincing evidence vs the PTAB administrative law judges? (bucnh of hacks/wanna be's, my opinion, Chevron?) A concern, sure it is. Yet to think they throw out ALL of Gilstrap's judgements..? -523 patent won! -Hynix/ Samsung signed license agreements/the top patent judge in the country found all patents valid. -Does Hong/Sheasby/ us on Stocktwits expect to lose all to Ptab? Then sail into the sunset? -Temper expectations sure, yet...wins will come. 🍻
2 · Reply
Stokd
Stokd Sep. 14 at 2:35 AM
$NLST 1/2 Let's try to establish any similarities / differences. Won't go nuts for this, so some AI for history and basics if available and some direct sourced. I’m wondering about factors like: Were any IPRs petitioned then instituted and at what stage are they? Are any IPRs concluded and decision is under appeal at CAFC? Have any patents been affirmed valid by CAFC from a PTAB decision? Is the District Court trial verdict under CAFC appeal or has CAFC already ruled? If CAFC ruled on Dist Crt did they affirm validity and damages? First thing that struck me when I searched for Headwater settlement is how many there were with big names — “The patent holding and research company Headwater Research LLC has settled with several major corporations, including Samsung, Verizon, AT&T, and T-Mobile. The settlements followed a string of successful patent infringement lawsuits filed by Headwater against the tech and telecom companies in a Texas federal court.” — that says a lot, dream scenario it seems.
1 · Reply
Stokd
Stokd Sep. 14 at 2:35 AM
$NLST 2/2 Asked AI if there are IPRs involved, as article only hits on the District Court case, answer is there were multiple — 1 instituted then vacated, some terminated for settlement, 1 invalidated some claims after $279 mil Dist Crt verdict. Looked 1 up and IPR was instituted, 3 months later came patent owner response, followed by joint motion to terminate 2 months later. Another complex mess, but definitely some similarities in that, and Headwater’s mess got cleaned by Samsung real nice! You just never know I guess when a tipping point comes. As many said, there's a reason they're so relentless with Netlist, and it’s clearly the patents/tech and the amount of usage and royalty they would have to pay…it’s too big! Another thing worth a mention — “When Samsung and Headwater announced their settlement in September 2025, they moved to dismiss all litigation, which included all pending IPRs and infringement lawsuits.” — and just like that it’s all over…I do wonder on the number and terms.
2 · Reply
4realdoe
4realdoe Sep. 14 at 12:04 AM
$NLST we we gonna get our day. Everybody else getting justice
1 · Reply
Michael_YMB
Michael_YMB Sep. 13 at 5:59 PM
$NLST Annual meeting reconvenes Sept 24th and proxies can still be completed until Sept 23rd - I never received an email like I used to but logged into my accounts to vote.
0 · Reply
Latest News on NLST
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WillieGraff
WillieGraff Sep. 14 at 6:20 PM
$NLST $NLST MRDIMM modules will occupy most of the DIMM memory module market for servers. This product utilises most of Netlist's patented technology! Netlist invented all of this more than ten years ago! Chun K. Hong Well, it's -- when we secured the original 3 verdicts, HBM's market was relatively in its early stages. So the volumes were not as big. We have asserted the new HBM patent against Samsung and Micron, and the new DDR5 patents against them, DDR5 DIMM patents. And the volumes for HBM has since exploded since our earlier verdicts due to the growth of AI servers, and that's been well documented. So the volumes are much, much larger, and the dollar exposure is much larger, tens of billions for each of these suppliers annually. DDR5 volumes also have increased multiple fold since the original verdicts over the last couple of years. Hey Micron $MU, dollar risks are much higher now!
1 · Reply
Michael_YMB
Michael_YMB Sep. 14 at 3:55 PM
$NLST IMO, NLST made some tough choices I disagree with https://www.reddit.com/r/NLSTforumKnowledge/comments/1ng21hx/historical_perspective_for_annual_meetings_cxl/ Saucer's FUD is worthless but his research is not
0 · Reply
Saucerhead
Saucerhead Sep. 14 at 2:46 PM
$NLST https://semiconductor.samsung.com/news-events/news/samsung-demonstrates-new-cxl-capabilities-and-introduces-new-memory-module-for-scalable-composable-disaggregated-infrastructure-at-memcon-2024/
0 · Reply
Saucerhead
Saucerhead Sep. 14 at 2:44 PM
$NLST @microby Samsung has CXL CMM-H it is an FPGA currently that they are presenting to customers. They have presented benchmark results for the CMM-H so it is a real product unlike Netlist which just has Chucky pumping a future product! https://www.hotstorage.org/2025/slides/Revisiting%20Memory%20Hierarchies%20with%20CMM-H.pdf
0 · Reply
microby
microby Sep. 14 at 12:14 PM
$NLST 🍀🙏😉 the name of the product gives you the technology used, that is a logical conclusion, not a rumor, factual! 😉 Gail said it 100% correctly, no hybridDIMM, she confirms what ceo Hong announced in 2021! Netlist chooses the CXL way, the hybriDIMM technology is still used, but CXL capable🍀🍀🍀 technically a CXL DIMM is not possible, colloquially, well, we know what is meant, technically correct a CXL hybrid-"whatever" hybridDIMM was a main memory, CPU-dependent/attached, plugged in right next to the CPU, (the processor) just like an RDIMM/LRDIMM — on memory bus with the early decision for CXL it was clear that Netlist was turning away from hybriDIMM, CXL is a bus technology for peripheral applications, CPU-independent, on the CXL bus is not an h-DIMM, an h-memory= old hybriDIMM technology on advanced CXL level, hybrid-x no comparable product in sight, samsung's cxl cmm-h is an announcement, a theoretical concept, an experiment
3 · Reply
GotOut
GotOut Sep. 14 at 3:51 AM
$NLST So, seems like we like to panic, sure I do too/kind of. Doom/Gloom attitude. Gail said this, CXL that and so on. Issue a bunch more shares (I voted yes) Trust Hong! -I go back to the 912 patent and Google. Right there is a game changer back to 10 bucks a share, win that at Cafc, for at least 10 years of damages, minimum. Ok say 5 bucks a share for the dark side/unoptimistic way of thinking. Sure it expires in 2026. -Do we all think, that CAFC will wipe out all of the district court judgments? Sure possible? Clear and convincing evidence vs the PTAB administrative law judges? (bucnh of hacks/wanna be's, my opinion, Chevron?) A concern, sure it is. Yet to think they throw out ALL of Gilstrap's judgements..? -523 patent won! -Hynix/ Samsung signed license agreements/the top patent judge in the country found all patents valid. -Does Hong/Sheasby/ us on Stocktwits expect to lose all to Ptab? Then sail into the sunset? -Temper expectations sure, yet...wins will come. 🍻
2 · Reply
Stokd
Stokd Sep. 14 at 2:35 AM
$NLST 1/2 Let's try to establish any similarities / differences. Won't go nuts for this, so some AI for history and basics if available and some direct sourced. I’m wondering about factors like: Were any IPRs petitioned then instituted and at what stage are they? Are any IPRs concluded and decision is under appeal at CAFC? Have any patents been affirmed valid by CAFC from a PTAB decision? Is the District Court trial verdict under CAFC appeal or has CAFC already ruled? If CAFC ruled on Dist Crt did they affirm validity and damages? First thing that struck me when I searched for Headwater settlement is how many there were with big names — “The patent holding and research company Headwater Research LLC has settled with several major corporations, including Samsung, Verizon, AT&T, and T-Mobile. The settlements followed a string of successful patent infringement lawsuits filed by Headwater against the tech and telecom companies in a Texas federal court.” — that says a lot, dream scenario it seems.
1 · Reply
Stokd
Stokd Sep. 14 at 2:35 AM
$NLST 2/2 Asked AI if there are IPRs involved, as article only hits on the District Court case, answer is there were multiple — 1 instituted then vacated, some terminated for settlement, 1 invalidated some claims after $279 mil Dist Crt verdict. Looked 1 up and IPR was instituted, 3 months later came patent owner response, followed by joint motion to terminate 2 months later. Another complex mess, but definitely some similarities in that, and Headwater’s mess got cleaned by Samsung real nice! You just never know I guess when a tipping point comes. As many said, there's a reason they're so relentless with Netlist, and it’s clearly the patents/tech and the amount of usage and royalty they would have to pay…it’s too big! Another thing worth a mention — “When Samsung and Headwater announced their settlement in September 2025, they moved to dismiss all litigation, which included all pending IPRs and infringement lawsuits.” — and just like that it’s all over…I do wonder on the number and terms.
2 · Reply
4realdoe
4realdoe Sep. 14 at 12:04 AM
$NLST we we gonna get our day. Everybody else getting justice
1 · Reply
Michael_YMB
Michael_YMB Sep. 13 at 5:59 PM
$NLST Annual meeting reconvenes Sept 24th and proxies can still be completed until Sept 23rd - I never received an email like I used to but logged into my accounts to vote.
0 · Reply
roocka
roocka Sep. 13 at 4:48 PM
$NLST Should I be concerned that I received a call relating to my lack of shareholder participation. How would they get my phone number
2 · Reply
roocka
roocka Sep. 13 at 4:43 PM
$NLST I just literally received a phone call regarding the shareholder meeting and lack of voter participation asking me how I’d like to vote. Is this normal? I voted against all items up for vote
3 · Reply
WillieGraff
WillieGraff Sep. 13 at 4:07 PM
$NLST There is SOCAMM, a special type of memory module used only by NVIDIA, developed jointly with Micron, Samsung, and SK Hynix. According to Netlist engineers, SOCAMM has a low-power DDR5 DRAM base, which is the type of DRAM used in mobile phones and tablets. But there is a larger product that has already begun to penetrate the market: MRDIMM. MRDIMM are modules with maximum capacity and maximum speed that will meet the market demand for any server memory module, easily surpassing SOCAMM! MRDIMM modules will take over most of the DIMM memory market for servers. Most importantly, this MRDIMM product utilises Netlist's core intellectual property, including power management, rank multiplication in multi-user units (MUK), as well as load reduction and data buffers. All of this was invented by Netlist engineers more than ten years ago and patented! According to Mr Hong: ‘This is the market we are definitely keen to capture at lightning speed!’
2 · Reply
bluesuit55
bluesuit55 Sep. 13 at 3:05 PM
$NLST Although not perfect AI (DeepSeek) helps my general understanding & perspective with questions like: “What is MRDIMM and is it related to CXL HybriDIMM or Hybrid DIMM ? Are these Netlist related IP? Are these also related to DDR5?” Too lengthy the paste here… but try it in whatever AI tool you use. Interesting results… Also try re-listening to the latest ER CC it helps even though I would have liked to have heard more on product development, or an update on Lightning etc… . I’m sure however there are reasons for what is, and isn’t said in these calls. As I recall in a fairly recent ER CC’s (perhaps Q1 ) we heard that we expected to start benefiting from products late 2025 into 2026. Not sure that has changed, and not sure what products have changed (if any). However, and regardless I believe Chuck stated that our IP is extensive in various areas of the HPC memory market. Note: We don’t manufacture products ourselves. Getting closer…
0 · Reply
WillieGraff
WillieGraff Sep. 13 at 2:33 PM
$NLST Signore Killa @TOMKiLA, here is the entire chronology of these conversations! Now we need to read through it all and compare it with the facts! It's good that you raised this issue. We need to get to the bottom of it and dispel all fears and concerns! https://stocktwits.com/investpn/message/628355517
3 · Reply
TOMKiLA
TOMKiLA Sep. 13 at 12:32 PM
$NLST AAA How is it possible that the CXL Hybrid Dimm product has already gone out of production? Someone should take responsibility for stating this because Hong's last conference call didn't mention this, and it seems strange to me that everything has changed for the worse in a month. CXL Hybrid Dimm is a product on which Netlist works directly with SK Hynix, so it's hard for me to believe that this product has been canceled!
6 · Reply
FrankFromYahoo
FrankFromYahoo Sep. 13 at 11:51 AM
$NLST Stokd was right, there will be an oral hearing at CAFC also also for 912, even if the case would appear clear to the judges (which we do not know). 2nd raw of the Sept and Oct file concerns the origin of the appealed decision https://www.cafc.uscourts.gov/home/oral-argument/scheduled-cases/ „PTO“ = US PTO. Although there are some scheduled cases which are decided „on the briefs“ (without oral hearing), all such cases concerns „ex parte“ cases (only one party, usually against the PTO), but not PTAB decisions on IPRs. We can confidently anticipate that also for the 912 there will be a oral hearing. Will be highly interesting to follow. The fact that an oral hearing is held cannot be interpreted favorable or unfavourably regarding the outcome, but I think with our Top class Lawyer, they will have a GREAT opportunity to highlight the prosecution history, all previous cases based on a 180 degree different claim construction (CC, constitent with JEDEC standard and the one which makes sense from a technical point of view.)
1 · Reply
ChiefStockTraderJr
ChiefStockTraderJr Sep. 13 at 2:50 AM
$NLST I see this stock maybe reaching $1.20-$1.30 in the future. Am I in line with your estimates? If you believe I am incorrect, please explain the details as to WHY
3 · Reply
plv570
plv570 Sep. 13 at 2:09 AM
$NLST hiring new engineers, putting together a new board and purchasing 4 million shares suggest Hong is anticipating something going to happen sooner rather than later. IMHO
2 · Reply
plv570
plv570 Sep. 13 at 1:59 AM
$NLST
0 · Reply
enival
enival Sep. 13 at 1:43 AM
$NLST https://x.com/repthomasmassie/status/1858986183017328780?s=46&t=kjyxsCBAr9JHWid7n-Yh2w
0 · Reply
TheSparkleCollectionByRS
TheSparkleCollectionByRS Sep. 13 at 12:34 AM
$NLST well looking on the bright side of things at least netlist has given me a positions to tax loss harvest 4 years in a row now…Looks like it will be 5. Sold $IONQ yesterday and look at today’s pop lol smh. Oh well my next sale will likely be a $3K loss in netlist. I’m sure you all are and have been in the same boat. I’m giving it another 10 years and if it doesn’t work out to be a 4X (roughly the S&P’s return over 15 years) at least I had a big loser to offset gains!
5 · Reply