The termination removes the risk of an exclusion order against Netlist's patent claims, but the settlement's financial terms (if any) remain unknown. Monitor for any subsequent licensing announcements or new ITC complaints from Netlist involving the same patents.
Price Chart
Executive Summary
The USITC terminated Investigation No. 337-TA-1511 after Netlist, Inc. and all respondents (including Samsung, Google, Super Micro, NVIDIA, and Broadcom) reached a settlement agreement. The Commission declined to review the ALJ's initial determination granting the joint motion to terminate, ending the investigation without any remedial orders.
ITC Section 337 Details
Key Facts
- Netlist, Inc. was the complainant in Investigation No. 337-TA-1511.
- The investigation covered certain DRAM devices, products containing the same, and components thereof.
- On August 18, 2026, Netlist and Samsung (as Moving Parties) moved to terminate based on a settlement agreement.
- The ALJ issued Order No. 7 on September 28, 2026, granting the motion to terminate as to all respondents.
- No petitions for review were filed.
- The Commission determined not to review the ID and terminated the investigation in its entirety on October 28, 2026.
- The settlement agreement terms were not disclosed and service was limited.
Financial Impact
Settlement terms are confidential and not disclosed; no monetary amounts or ongoing royalties are stated.
Risk Factors
- Settlement terms are confidential; any licensing revenue or cross-license impact is undisclosed.
- Netlist may file additional ITC complaints or district court cases on related patents, creating new litigation risk.
- The termination does not resolve any other pending disputes between the parties outside this investigation.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 USITC notice.
| Document | Accession Number |
|---|---|
| ITC-337 Data (Synthetic) | itc-2026-22283-NLST |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Nov 2, 2026 today | ITC Section 337 | No price | awaiting T+60 | awaiting T+60 | No price |
Oct 6, 2026 26d ago | 8-K | $6.66 | awaiting T+60 | awaiting T+60 | $6.32 (−5.11%) |
Aug 5, 2026 12w ago | 8-K | $4.05 $6.97 | ▲ +72.10% | ▲ +71.91% | $6.32 (+56.05%) |
Jul 30, 2026 13w ago | 8-K | $2.38 $5.87 | ▲ +146.64% | ▲ +143.92% | $6.32 (+165.55%) |
May 12, 2026 24w ago | 8-K | $3.02 $3.81 | ▲ +26.16% | ▲ +21.78% | $6.32 (+109.27%) |
Apr 22, 2026 27w ago | 144 | $2.10 $2.56 | ▲ +21.90% | ▲ +17.12% | $6.32 (+200.95%) |
Apr 22, 2026 27w ago | Insider Cluster | $2.18 $2.55 | ▲ +16.97% | ▲ +12.20% | $6.32 (+189.91%) |
Mar 16, 2026 32w ago | Insider Cluster | $1.63 $2.60 | ▼ −59.51% | ▼ −45.17% | $6.32 (−287.73%) |
Mar 16, 2026 32w ago | Insider Cluster | $1.60 $2.50 | ▼ −56.25% | ▼ −46.39% | $6.32 (−295.00%) |
US Market Status
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