NVDA · News · 20260929N

HBM Patent Import Litigation

NVIDIA CORP · 2026-09-29 · Importance 47 · Surprise 60

Netlist filed a complaint with the U.S. International Trade Commission seeking a U.S. import ban on Micron high-bandwidth-memory chips used in AI-computing products from Google, NVIDIA, and Broadcom. Netlist alleges that the products infringe two HBM-related patents. The action follows Netlist's reported $445 million patent-infringement verdict against Micron in 2024 and a settlement with Samsung, creating potential supply and legal exposure for NVIDIA's AI-computing ecosystem.