$Netlist, Inc.(NLST)$ The ITC filing adds real pressure here. Netlist filed a fresh action at the U.S. International Trade Commission seeking import bans on Micron's DDR5 and MRDIMM hardware, along with system builders like HPE, Lenovo, and Supermicro. That compresses Micron's timeline to hold out pretty heavily, since ITC cases typically move on an expedited track to trial within roughly a year and pose a direct threat to hardware supply chains.
The Samsung settlement and cross-license established a real-world baseline valuation for these server memory patents, which makes it much harder for Micron to claim zero liability indefinitely once import pressures mount.
Companies currently infringing on our tech/patents: $Micron Technology(MU)$ , $Alphabet(GOOG)$ , $HP Inc(HPQ)$ , $SUPER MICRO COMPUTER INC(SMCI)$
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