Netlist sues Google over six DDR5, HBM patents; trial set for November
Netlist’s ITC petition alleges Google’s memory imports infringe six DDR5 and HBM patents, with a Markman hearing set for April and a November trial. A ruling blocking imports could disrupt Google’s server memory supply chain and increase hardware costs.
1. ITC Investigation Timeline
Netlist filed an ITC complaint in December 2025 targeting Google’s importation of Samsung memory modules alleged to infringe six DDR5 and HBM patents. The case features a Markman hearing scheduled for April 2026 and a full trial set for November 2026.
2. Possible Supply Chain Disruption
A ruling in Netlist’s favor could empower U.S. Customs to block imports of infringing modules, potentially forcing Google to secure alternative memory suppliers for its data center operations and raising hardware procurement costs.
3. Netlist’s Financial and Strategic Position
Netlist reported 2025 revenue of $188.6 million, up 28% year-over-year, with gross margins boosted by AI-driven memory shortages. Cash reserves climbed to $42.1 million, and management expects further revenue growth ahead of new DRAM capacity coming online in late 2027.