NetList Inc (NLST): SilviaJ 6:55 PM $NLST HBM: We commen...

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Wednesday, 03/20/2024 8:06:29 PM

Wednesday, March 20, 2024 8:06:29 PM

SilviaJ
6:55 PM

$NLST HBM: We commenced volume production and recognized our first revenue from HBM3E in current quarter and now have begun high- volume shipments of our HBM3E product. Customers continue to give strong feedback that our HBM3E solution has a 30% lower power consumption compared to competitors’ solutions.

Our HBM3E product will be a part of Nvidia’s H200 Tensor Core GPUs, and we are making progress on additional platform qualifications with multiple customers.

Our HBM is sold out for calendar 2024 and the overwhelming majority of our 2025 supply has already been allocated. We continue to expect HBM bit share equivalent to our overall DRAM bit share sometime in calendar 2025.
https://stocktwits.com/SilviaJ/message/566660776

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