Netlist has filed a complaint with the US International Trade Commission on September 27, 2026, requesting an import ban on Micron Technology's high bandwidth memory chips. The filing targets HBM3E, HBM4, and HBM4E products, alleging infringement of US patents 12,308,087 and 12,646,537.
The complaint identifies Google, Nvidia, and Broadcom as respondents, as these companies integrate the disputed components into their AI hardware. If the ITC grants an exclusion order, these chips could be blocked from entering the United States. This marks the second ITC action initiated by Netlist against Micron, following a complaint from August 11, 2026.
Micron previously filed a declaratory-judgment action in Delaware on August 10, 2026, seeking a court ruling that it does not infringe on Netlist patents. ITC investigations typically conclude within 12 to 18 months. Micron is one of three major global HBM suppliers, alongside Samsung and SK Hynix.
Netlist recently secured a settlement with Samsung Electronics in August 2026, valued at up to $898 million, which includes a cross-license agreement. Previously, in 2024, Netlist won a $445 million patent verdict against Micron in a Texas court.
