Netlist vs SMART Modular Technologies
Both are primarily Memory Modules & Storage companies. SMART Modular Technologies has a tracked market cap of $3.7B; Netlist is currently unpriced in the dataset. SMART Modular Technologies reports higher tracked revenue ($1.4B vs $38M).
Track the chain
What moved in the semiconductor supply chain — This Week in the Chain, the free weekly wafergraph briefing.
Subscribe to the free weekly briefing →
Free · no login · 615 companies, updated weekly
Side-by-side
| Netlist | SMART Modular Technologies | |
|---|---|---|
| Market cap | Unpriced | $3.7B |
| 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 2026-10-09. 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
- 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).
Company hubs
Open the interactive comparison tool →
Cite as: wafergraph, “Netlist vs SMART Modular Technologies”, https://wafergraph.com/compare/netlist-vs-smart_modular (data as of 2026-10-09).
Frequently asked questions3
- Is Netlist bigger than SMART Modular Technologies?
- By tracked revenue, SMART Modular Technologies is larger ($1.4B vs $38M).
- What's the difference between Netlist and SMART Modular Technologies?
- Netlist is a niche in Memory Modules & Storage based in United States; SMART Modular Technologies is a major in Memory Modules & Storage based in United States. Both operate in the Memory segment.
- Who are Netlist's and SMART Modular Technologies's suppliers?
- wafergraph tracks 2 suppliers for Netlist and 3 for SMART Modular Technologies — Netlist's include Samsung Electronics, SK hynix; SMART Modular Technologies's include Micron Technology, Samsung Electronics, SK hynix.