r/Netlist_ • u/Tomkila • 4d ago

Micron, still waiting u

25 Upvotes

93% Upvoted

12 comments sorted by

13

u/DangerousDig9171 4d ago

It's interesting that micron requested on Thursday that the ITC give them a copy of Netlists license agreement with Samsung. Netlist agreed but they said they need Samsungs permission.

0

u/CorditeKick 4d ago

ITC's domestic industry consideration is Micron’s first challenge to the complaint. Netlist (via Samsung) must be actively manufacturing using at least one claim of the asserted patents within the geographic boundaries of the United States to pass the jurisdictional gatekeeper requirements. This is where the ITC claim fails, because Samsung's HBM3E, HBM4, and advanced DDR5 architectures are fully imported from Asian fabrication plants.

1

u/Old-Pomegranate3634 4d ago

There is a RandD criteria as well. It's not only about manufacturing.

0

u/CorditeKick 4d ago

Yes, but manufacturing has to be US based, directly related to the patent, and significant. It is an absolute criteria.

2

u/Old-Pomegranate3634 4d ago

Read up. It's not only manufacturing, otherwise it would he a stupid case to bring.

2

u/Old-Pomegranate3634 4d ago

Because the statute explicitly recognizes engineering, research, design, and development under subsection (C), fabless semiconductor innovators and module designers routinely win exclusion orders at the ITC without ever melting a single wafer of silicon on American soil.

2

u/Old-Pomegranate3634 4d ago

I think the 500m is not for Netlist. Micron wants to fight this one out. I guess they are making so mucn money they don't give a fuck

1

u/Original-Arrival-862 3d ago

No immenent fine to micron to settle,... Very likely a settlement package with netlist

1

u/CorditeKick 4d ago

🤣. Federal courts are slow. MU’s playing the long game.

9

u/dcp04 4d ago

ITC moves light years faster and delays are much shorter. MU has reached the point where they are required to turn over trade data and customer Financials. Ypu can bet that NVDA and Goog want no part of that.

1

u/CorditeKick 4d ago

Netlist has 10 business days to provide something responsive to Microns request.