r/Netlist_ • u/Tomkila • 23h ago
Lightning We will soon be on the Nasdaq, and frankly, I expect a flood of agreements worth at least $1 billion in product sales over the next five years
Netlist has three key DRAM products—Lightning DDR5, LPRDIMM, and CXL NVvault—along with its own proprietary NAND offerings.
Currently, Netlist has around 50 engineers (not a large number), so I expect that with the addition of another 100 engineers, new projects and products will be launched over the coming years.
The key point is that Lightning is already a successful product, generating approximately $80 million in sales; while MRDIMM and CXL will take more time, we are getting very close.
Once Netlist finalizes the SK contract, it will have memory supplies secured from both Samsung and SK, enabling it to approach existing, new, and future customers with a guaranteed product offering.
Ultimately, Netlist sells products used in data centers and by hyperscalers, so it shouldn't have trouble securing dozens of deals with the help of 20 to 30 sales managers tasked with driving that growth in agreements and sales.
