Netlist vs SMART Modular Technologies
SMART Modular Technologies is larger by market cap ($2.9B vs $1.4B). SMART Modular Technologies reports higher tracked revenue ($1.4B vs $38M). Both are primarily Memory Modules & Storage companies.
Shared segment: Memory.
Side-by-side
| Netlist | SMART Modular Technologies | |
|---|---|---|
| Market cap | $1.4B | $2.9B |
| Revenue | $38M (FY2017) | $1.4B (FY2025) |
| Primary segment | Memory Modules & Storage | Memory Modules & Storage |
| Market position | niche | major |
| Country | United States | United States |
| Tracked suppliers | 2 | 3 |
| Tracked customers | 4 | 4 |
| Chokepoint / criticality | 50/100 | 68/100 |
Market caps/revenue from the wafergraph dataset · data as of 2026-08-12. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.
How Netlist and SMART Modular Technologies compare
- Size: SMART Modular Technologies is the larger company by market cap.
- Revenue: SMART Modular Technologies reports higher tracked revenue.
- Supply-chain criticality: SMART Modular Technologies has the higher chokepoint score (68/100 vs 50/100).
- Footprint: Netlist (United States) vs SMART Modular Technologies (United States).