Netlist expands legal action against Samsung, Micron for patent infringement

Netlist (NLST) has amended its complaints in its recently filed actions against Samsung (SSNLF) and Micron (MU) in the U.S. District Court for the Eastern District of Texas. The two actions were originally filed on May 20, to assert Netlist’s new U.S. Patent No. 12,308,087 against Samsung’s and Micron’s High-Bandwidth Memory products. The amended complaints add another Netlist patent, U.S. Patent No. 10,025,731, against the two Defendants’ DDR5 DIMM products, as well as their distributor Avnet, Inc. to these actions. Netlist’s ‘087 patent entitled “Memory Package Having Stacked Array Dies and Reduced Driver Load” covers HBM for current and future AI applications. Analysts currently project U.S. HBM revenues to exceed $25B annually for each Samsung and Micron by 2031. The ‘087 patent will expire in November 2031. Netlist’s ‘731 patent reads on DDR5 DIMM with DFE and ODT/RTT circuits. Analysts currently project U.S. DDR5 DIMM revenue to exceed $65B annually in 2029. The ‘731 patent will expire in July 2029. During the past two years, Netlist has obtained jury verdicts awarding combined total damages of $866M for the willful infringement of its patents by Samsung and Micron.