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Netlist Inc  (NLST)
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Netlist Inc's Suppliers Performance

NLST's Supply Chain



 
 
NLST Costs vs Sales of Suppliers Growth Netlist Inc's Suppliers recorded an increase in sales by 2.06 % year on year in Q1 2025, from the previous quarter, sales fell by -6.81 %, Netlist Inc's cost of sales deteriorated by -22.86 % year on year, relative to one quarter ago cost of sales fell by -20.59 % in Q1.

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Netlist Inc's Suppliers recorded an increase in sales by 2.06 % year on year in Q1 2025, from the previous quarter, sales fell by -6.81 %, Netlist Inc's cost of sales deteriorated by -22.86 % year on year, compare to one quarter ago cost of sales fell by -20.59 % in Q1.

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Netlist Inc's Comment on Supply Chain



We manufacture substantially all of our memory subsystem products at our facility in the PRC, which is certified in International Organization for Standardization (“ISO”) 9001:2008 Quality Management Systems and ISO 14001:2004 Environmental Management Standards. Our in-house manufacturing function, combined with our engineering and design capabilities, allows us to assemble our memory subsystems quickly and in high volume. Our manufacturing facility is capable of surface mount assembly, subsystem testing, system-level burn-in testing, programming, marking, labeling and packaging. Manufacturing cycle times for our memory subsystem products, from receipt of order, are typically one week or less and in some cases as short as two days.

We schedule production based on purchase order commitments and anticipated orders. We release raw materials to the manufacturing floor by means of an online shop floor control system, which allows for internal quality analysis, direct access to inventory information and production floor material tracking. We have a flexible manufacturing workforce, which allows us to manage unforecasted demand.

We perform ongoing reliability testing on our memory subsystems and share the results of that testing with our customers. In addition, we have implemented procedures that require all of our memory subsystems to undergo functional and system burn-in testing prior to delivery to a customer. We also supplement our test capabilities with advanced imaging technology to inspect the quality of our assemblies.

Supply

We acquire components and materials, such as field-programmable gate arrays (“FPGAs”), ASICs, DRAM ICs and NAND flash, directly from integrated circuit manufacturers and assemble them into our finished subsystem products. We also purchase some of these component products from Samsung under the terms of the JDLA, and from alternative suppliers, for the purpose of resale to customers directly.

We have developed supplier relationships with several manufacturers of these component products, and we typically qualify our memory subsystem products with our customers using multiple component manufacturers. However, our actual purchases of component products, both for integration into our products and for resale, are concentrated in a small number of suppliers, including an affiliate of Samsung, from which we obtained 60% and 73% of our total inventory purchases in 2017 and 2016, respectively, and Memorysolution GmbH from which we obtained 10% of our total inventory purchases in 2017. See Note 10 to our consolidated financial statements included elsewhere in this annual report for more information about our supplier concentrations.

We order component products based primarily on forecasts of customer demand, which subjects us to certain inventory risks in the event our forecasts are not accurate. In order to mitigate these inventory risks, we seek to resell to distributors and other users of memory integrated circuits excess quantities of the component inventories we have purchased for integration in our memory subsystem products.

Our quality assurance engineers work with our suppliers to ensure that the raw materials we receive meet our quality standards. These engineers also perform on-site supplier factory audits and use our internal test and inspection systems to verify that purchased components and materials meet our specifications. Our supplier quality program and incoming material quality control program are important aspects of our manufacturing and sale processes.


Netlist Inc's Comment on Supply Chain



We manufacture substantially all of our memory subsystem products at our facility in the PRC, which is certified in International Organization for Standardization (“ISO”) 9001:2008 Quality Management Systems and ISO 14001:2004 Environmental Management Standards. Our in-house manufacturing function, combined with our engineering and design capabilities, allows us to assemble our memory subsystems quickly and in high volume. Our manufacturing facility is capable of surface mount assembly, subsystem testing, system-level burn-in testing, programming, marking, labeling and packaging. Manufacturing cycle times for our memory subsystem products, from receipt of order, are typically one week or less and in some cases as short as two days.

We schedule production based on purchase order commitments and anticipated orders. We release raw materials to the manufacturing floor by means of an online shop floor control system, which allows for internal quality analysis, direct access to inventory information and production floor material tracking. We have a flexible manufacturing workforce, which allows us to manage unforecasted demand.

We perform ongoing reliability testing on our memory subsystems and share the results of that testing with our customers. In addition, we have implemented procedures that require all of our memory subsystems to undergo functional and system burn-in testing prior to delivery to a customer. We also supplement our test capabilities with advanced imaging technology to inspect the quality of our assemblies.

Supply

We acquire components and materials, such as field-programmable gate arrays (“FPGAs”), ASICs, DRAM ICs and NAND flash, directly from integrated circuit manufacturers and assemble them into our finished subsystem products. We also purchase some of these component products from Samsung under the terms of the JDLA, and from alternative suppliers, for the purpose of resale to customers directly.

We have developed supplier relationships with several manufacturers of these component products, and we typically qualify our memory subsystem products with our customers using multiple component manufacturers. However, our actual purchases of component products, both for integration into our products and for resale, are concentrated in a small number of suppliers, including an affiliate of Samsung, from which we obtained 60% and 73% of our total inventory purchases in 2017 and 2016, respectively, and Memorysolution GmbH from which we obtained 10% of our total inventory purchases in 2017. See Note 10 to our consolidated financial statements included elsewhere in this annual report for more information about our supplier concentrations.

We order component products based primarily on forecasts of customer demand, which subjects us to certain inventory risks in the event our forecasts are not accurate. In order to mitigate these inventory risks, we seek to resell to distributors and other users of memory integrated circuits excess quantities of the component inventories we have purchased for integration in our memory subsystem products.

Our quality assurance engineers work with our suppliers to ensure that the raw materials we receive meet our quality standards. These engineers also perform on-site supplier factory audits and use our internal test and inspection systems to verify that purchased components and materials meet our specifications. Our supplier quality program and incoming material quality control program are important aspects of our manufacturing and sale processes.



NLST's Suppliers Net Income grew by NLST's Suppliers Net margin grew in Q1 to
16.7 % 19.41 %
NLST's Suppliers Net Income grew by 16.7 %


NLST's Suppliers Net margin grew in Q1 to 19.41 %


Netlist Inc's Suppliers Sales Growth in Q1 2025 by Industry

Suppliers from Metal Mining Industry      24.53 %
Suppliers from Aerospace & Defense Industry      13.28 %
Suppliers from Industrial Machinery and Components Industry      11.86 %
Suppliers from Electric & Wiring Equipment Industry      18.54 %
Suppliers from Medical Equipment & Supplies Industry -25.6 %   
Suppliers from Laboratory Analytical Instruments Industry      6.04 %
Suppliers from Communications Equipment Industry      6.58 %
Suppliers from Computer Hardware Industry      0.55 %
Suppliers from IT Infrastructure Industry -9.44 %   
Suppliers from Scientific & Technical Instruments Industry      29.8 %
Suppliers from Semiconductors Industry      4.27 %
Suppliers from Software & Programming Industry      22.59 %
     





NLST's vs. Suppliers, Data

(Revenue and Income for Trailing 12 Months, in Millions of $, except Employees)



COMPANY NAME MARKET CAP REVENUES INCOME EMPLOYEES
Netlist Inc 176.20 139.47 -46.38 66
Agilent Technologies inc 35,134.80 6,614.00 1,403.00 17,900
Applied Materials Inc 160,719.16 28,089.00 6,758.00 35,700
Applied Materials Inc's revenue correlates notably with that of Netlist Inc. The correlation coefficient is 0.566
Amkor Technology Inc 5,417.89 6,273.15 317.60 28,700
The revenue of Amkor Technology Inc does not correlate significantly with that of Netlist Inc. The correlation coefficient is 0.090
Asml Holding Nv 315,639.65 31,654.04 8,480.19 39,000
The revenue of Asml Holding Nv does not correlate significantly with that of Netlist Inc. The correlation coefficient is 0.146
Ase Technology Holding Co Ltd 46,364.46 19,004.39 1,218.42 25,000
The revenue of Ase Technology Holding Co Ltd does not correlate significantly with that of Netlist Inc. The correlation coefficient is 0.163
Atomera Incorporated 144.11 0.12 -18.82 20
The factor of 0.251 indicates a mild correlation between Atomera Incorporated's revenue and those of Netlist Inc.
Bel Fuse Inc 213.91 558.10 51.64 8,955
Cognyte Software Ltd 636.84 349.92 -7.23 1,000
The revenue of Cognyte Software Ltd does not correlate significantly with that of Netlist Inc. The correlation coefficient is 0.137
Cohu Inc 945.49 390.96 -85.99 997
Data I 28.91 21.85 -2.67 95
Dover Corp 26,122.84 7,517.87 3,549.24 25,000
A negative correlation coefficient of -0.237 implies that the revenue of Dover Corp does not correlate significantly with that of Netlist Inc.
Esco Technologies inc 5,000.45 1,071.86 118.00 1,197
The revenue of Esco Technologies inc does not correlate significantly with that of Netlist Inc. The correlation coefficient is 0.095
Formfactor inc 2,801.49 765.71 54.23 2,115
Among Netlist Inc suppliers, the revenue of Formfactor inc has shown a strong correlation over the past 2 years. The correlation coefficient is 0.711
Jfrog Ltd 4,518.60 450.71 -78.95 1,400
Among Netlist Inc suppliers, the revenue of Jfrog Ltd has shown a strong correlation over the past 2 years. The correlation coefficient is 0.714
International Business Machines Corporation 268,105.99 62,832.00 5,473.00 305,300
The factor of 0.212 indicates a mild correlation between International Business Machines Corporation's revenue and those of Netlist Inc.
Kla Corporation 123,249.29 11,550.16 3,695.24 15,000
The factor of 0.414 indicates a mild correlation between Kla Corporation's revenue and those of Netlist Inc.
Kulicke And Soffa Industries Inc 1,933.06 691.08 21.50 2,681
Lam Research Corporation 131,038.41 17,135.45 4,658.41 17,450
Lam Research Corporation's revenue correlates notably with that of Netlist Inc. The correlation coefficient is 0.597
3m Company 85,353.57 24,513.00 4,377.00 85,000
Model N Inc 1,176.75 254.35 0.26 500
Among Netlist Inc suppliers, the revenue of Model N Inc has shown a strong correlation over the past 2 years. The correlation coefficient is 0.820
National Instruments Corp 8,047.58 1,729.83 179.40 8,000
The factor of 0.265 indicates a mild correlation between National Instruments Corp's revenue and those of Netlist Inc.
Newmont Corporation 67,766.51 19,669.00 5,104.00 21,700
Among Netlist Inc suppliers, the revenue of Newmont Corporation has shown a strong correlation over the past 2 years. The correlation coefficient is 0.756
Orbital Infrastructure Group Inc 1.64 332.15 -263.15 60
Among Netlist Inc suppliers, the revenue of Orbital Infrastructure Group Inc has shown a strong correlation over the past 2 years. The correlation coefficient is 0.742
Park Aerospace Corp 310.12 61.64 5.88 300
The revenue of Park Aerospace Corp does not correlate significantly with that of Netlist Inc. The correlation coefficient is 0.018
Silicon Motion Technology Corporation 9,910.22 802.77 89.25 2,012
The revenue of Silicon Motion Technology Corporation does not correlate significantly with that of Netlist Inc. The correlation coefficient is 0.124
Skywater Technology Inc 475.04 323.93 -4.10 702
Skywater Technology Inc 's revenue correlates notably with that of Netlist Inc. The correlation coefficient is 0.645
Tower Semiconductor Ltd 5,088.01 1,436.12 207.22 3,140
The revenue of Tower Semiconductor Ltd does not correlate significantly with that of Netlist Inc. The correlation coefficient is 0.148
Taiwan Semiconductor Manufacturing Company Limited 1,197,929.27 70,598.80 27,793.20 50,000
The revenue of Taiwan Semiconductor Manufacturing Company Limited does not correlate significantly with that of Netlist Inc. The correlation coefficient is 0.153
Wolfspeed Inc 204.68 759.50 -1,512.90 5,013
SUBTOTAL 2,504,278.75 315,451.45 71,580.87 703,937


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