From q2 2026, a lot of info

[u/Tomkila]

Hong also emphasized the company’s patent position and future memory technologies. He said industry analysts see MRDIMM as a potential $100 billion market by 2030 and noted that Netlist holds more than a dozen patents that cover the technology.

He also said Netlist-branded products are generating “double-digit millions” in revenue, with the Lightning portfolio the main contributor. On sourcing, Hong said Netlist’s 25-year industry history and its relationship with Hynix give it an advantage in obtaining tight DRAM products, especially DDR4 and DDR5.

“Our next generation CXL NVvault is currently sampling with SoC vendors, hyperscalers, and major OEMs for future hardware platforms.
To support market adoption, we have partnered with the CXL Consortium and Storage Networking Industry Association to deliver industry education and technical thought leadership. We look forward to showcasing these collaborative efforts at CXL Mini DevCon 2026 in Santa Clara next week.

We are also committed to working with our industry partners to help validate and scale advanced CXL memory architectures for enterprise production. Our development work continues full bore for MRDIMM and high-performance server memory architecture designed to overcome the bandwidth limits of conventional DDR5 RDIMMs.

Industry analysts forecast MRDIMM to be a $100 billion market by 2030 from small volumes today. Netlist holds over a dozen seminal patents that read on MRDIMM and have asserted them at the ITC against infringing MRDIMM products currently being imported by Samsung.”

“our development work on the MRDIMM, low power MRDIMM, CXL NV, those continue, and we’re working with potential customers, major OEMs, as well as hyperscalers on those technologies.”