The termination eliminates a key legal overhang for Alphabet's hardware segment. Monitor for any subsequent licensing disclosures or related patent disputes involving Netlist.
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Executive Summary
The USITC terminated Investigation No. 337-TA-1511 against all respondents, including Google LLC (a subsidiary of Alphabet Inc.), after the ALJ granted a joint motion based on a settlement agreement. The termination removes the risk of an exclusion order against Google's products in this DRAM patent dispute.
ITC Section 337 Details
Key Facts
- Investigation 337-TA-1511 was terminated as to all respondents based on a settlement agreement.
- The Commission did not review the ALJ's initial determination granting the joint motion to terminate.
- Google LLC was named as a respondent in the investigation concerning certain DRAM devices and products containing them.
- The settlement agreement terms are confidential and not disclosed in the notice.
- No petitions for review of the ID were filed.
Financial Impact
Termination removes potential exclusion order risk for Google's products; settlement terms undisclosed.
Risk Factors
- Settlement terms are confidential; any financial or operational obligations to Netlist are unknown.
- Other respondents (Samsung, NVIDIA, Broadcom, Super Micro) may have separate ongoing or future ITC matters not covered here.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 USITC notice.
| Document | Accession Number |
|---|---|
| ITC-337 Data (Synthetic) | itc-2026-22283-GOOGL |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Nov 2, 2026 today | ITC Section 337 | No price | awaiting T+5 | awaiting T+5 | No price |
Oct 29, 2026 2d ago | 144 | $282.65 | awaiting T+5 | awaiting T+5 | $279.84 (−0.99%) |
Oct 29, 2026 3d ago | Court Ruling | $281.12 | awaiting T+5 | awaiting T+5 | $279.84 (−0.45%) |
Oct 28, 2026 4d ago | 8-K | $283.82 | awaiting T+5 | awaiting T+5 | $279.84 (+1.40%) |
Oct 28, 2026 4d ago | Institutional Cluster | $324.89 | awaiting T+5 | awaiting T+5 | $279.84 (−13.87%) |
Oct 28, 2026 4d ago | Court Ruling | $283.82 | awaiting T+5 | awaiting T+5 | $279.84 (−1.40%) |
Oct 27, 2026 5d ago | Court Ruling | $324.89 | awaiting T+5 | awaiting T+5 | $279.84 (−13.87%) |
Oct 26, 2026 6d ago | Court Ruling | $320.58 | awaiting T+5 | awaiting T+5 | $279.84 (−12.71%) |
Oct 26, 2026 6d ago | Court Ruling | $320.58 | awaiting T+5 | awaiting T+5 | $279.84 (−12.71%) |
Oct 23, 2026 9d ago | Court Ruling | $316.80 | awaiting T+5 | awaiting T+5 | $279.84 (−11.67%) |
US Market Status
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