What Netlist makes for data centers

public

Netlist is a publicly listed company. It appears on 1 part of the AI data center — Memory modules — in the role of manufacturer. That part sits in Layer 2 — Memory & storage. Its shares trade on US exchanges (NYSE/Nasdaq) as NLST.

Listing
US exchanges (NYSE/Nasdaq): NLST· 5.86 USD +0.86% · mkt cap 2.1B USD
Snapshot 2026-10-25T10:41:17Z — nightly, not real-time.· Chart on TradingView ↗
Exposure
1 part across 1 layer
No disclosed data-center revenue share on file.

Parts, by layer

Layer 2 — Memory & storage

PartRoleConfidenceCompetitorsNote
Memory modulesmanufacturerdisclosedADATA, Micron, Penguin Solutions/SMART, SK Hynix, Samsung Electronics, Kingston

Where Netlist sits in the stack

Netlist's placements in this catalog cover 1 part, all in layer 2, memory & storage. None of them currently carries a sourced supply constraint tag. Across these parts it overlaps with other companies most often on the lines below.

What these parts are

Closest peers in this catalog

Disclosed customers

Customer%MetricPeriodFiling
largest customers (combined)44%receivables2026-06-2710-Q
largest customers (combined)32%receivables2026-03-2810-Q
largest customers (combined)25%receivables2025-12-2710-K
largest customers (combined)30%revenue2025-12-2710-K

Questions about Netlist

What does Netlist make for AI data centers?
This catalog places Netlist on 1 part: Memory modules (manufacturer).
Is Netlist publicly traded?
Yes — Netlist is listed on US exchanges (NYSE/Nasdaq) under NLST. Prices shown on this page are a nightly snapshot, not real-time, and nothing here is investment advice.
Who else makes memory modules for AI data centers?
ADATA, Micron, Penguin Solutions/SMART, SK Hynix, Samsung Electronics and Kingston are also placed on Memory modules in this catalog.
How well sourced are these placements?
Every part→company placement carries a confidence tag. For Netlist the mix is 1 disclosed. "disclosed" means the company or a filing says so; "reported" comes from trade press or a reference-design list; "inferred" is a lead from the taxonomy with no citation yet. Treat reported and inferred as leads, not facts.

Answers are generated from this catalog's own rows — see sources & method.

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