Overview
- Netlist filed a complaint at the U.S. International Trade Commission that it publicly disclosed on Sept. 29, 2026, asking the tribunal to bar imports tied to Micron memory products.
- The company says two of its patents cover the high-bandwidth memory technology at issue and alleges Micron’s DRAM devices and products from Google, Nvidia and Broadcom infringe those patents.
- The complaint asks the ITC to block imports of Micron dynamic random access memory (DRAM) and finished GPUs, servers and other goods that incorporate the disputed chips.
- The ITC can issue exclusion orders that stop foreign-made parts and finished products at U.S. ports, a remedy that can quickly force licensing deals or product redesigns rather than only awarding damages.
- Netlist has won large jury verdicts and secured a recent settlement with Samsung, a pattern that raises the chance of commercial shifts and possible short-term supply pressure for AI hardware if the ITC or courts rule for Netlist.