May. 11 at 5:58 PM
$NLST AI compute is no longer limited only by GPUs. It is limited by memory bandwidth, memory density, memory signaling, power delivery, and the ability to keep accelerators fed with data.
Netlist’s portfolio sits in that exact layer: DDR5, HBM, RDIMM/LRDIMM, rank multiplication, load reduction, on-module power, mode switching, and memory-module control logic. Netlist itself describes its portfolio as covering hybrid memory, storage-class memory, rank multiplication, and load reduction.
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$MU $SSNLF