Netlist, a memory technology company based in Irvine, California, filed a complaint with the US International Trade Commission on September 27, 2026, seeking to block imports of Micron’s high bandwidth memory chips, specifically the HBM3E, HBM4, and HBM4E products, alleging they infringe two of its patents. Google, Nvidia, and Broadcom are also named as respondents for integrating these chips into their AI accelerators, GPUs, and servers. A prior complaint filed on August 11, 2026, already triggered an active investigation designated No. 337-TA-1523. The August 2026 settlement with Samsung, worth up to $898 million including a cross-license agreement, has strengthened Netlist’s financial position in this legal battle. Micron is one of only three major HBM suppliers globally alongside Samsung and SK Hynix, and any import ban could create significant supply constraints amid surging demand for AI chips.
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