Samsung’s HBM Chip Business Faces Major US Patent Investigation

A United States trade body is investigating Samsung Electronics. The probe focuses on the company’s high-bandwidth memory chips. This follows a patent complaint from a US semiconductor firm. The investigation could impact a crucial revenue stream for the tech giant.The US International Trade Commission launched the probe this week. It targets Samsung’s HBM and DDR5 memory products. According to Chosun Biz, the inquiry also names Google as a respondent. This puts a key part of Samsung’s AI supply chain under scrutiny.

Netlist Complaint Triggers Scrutiny of Critical AI Components

Netlist Inc. filed the complaint in September 2024. The California-based company alleges patent infringement. The patents relate to memory module technology. Samsung’s advanced HBM3E chips are a primary target.These chips are vital for artificial intelligence processors. They are used by companies like Nvidia and Broadcom. The HBM market is growing rapidly due to AI demand. Samsung recently gained approval from Nvidia for its HBM3E, boosting its position.

Potential Supply Chain Disruption Looms for AI Industry

An ITC ruling against Samsung could restrict US imports. Sales of its HBM chips in America might be blocked. This would affect major tech companies relying on this supply. Google, a significant HBM customer, is directly named in the case.However, analysts suggest a full ban is improbable. Such action would severely disrupt the US technology sector. The investigation is more likely to push for a settlement. Financial compensation or licensing deals are common outcomes.The situation highlights risks in the concentrated chip market. Samsung is a top HBM supplier alongside SK Hynix. Any production halt could slow AI development globally. Companies are now assessing their supply chain dependencies more closely.

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This Samsung HBM patent investigation introduces new uncertainty for the AI hardware market. Its outcome will shape competitive dynamics and innovation pace in a critical sector.

A quick knowledge drop for you

What is the US ITC investigating Samsung for?

The US International Trade Commission is investigating whether Samsung’s high-bandwidth memory chips infringe on patents held by Netlist. The probe includes HBM and DDR5 products sold in the United States.

Who filed the complaint against Samsung?

The complaint was filed by Netlist Inc., a semiconductor company based in California. The company alleges that Samsung’s memory products use its patented technology without authorization.

Why is Google involved in this case?

Google is named as a respondent because it is a major purchaser and user of Samsung’s HBM chips. The ITC complaint covers the importation and sale of products containing the disputed technology.

Could this stop Samsung HBM sales in the US?

The ITC has the power to issue exclusion orders blocking imports. A ruling against Samsung could restrict its US sales, but most experts believe a negotiated settlement is the more probable result.

What are HBM chips used for?

High Bandwidth Memory chips are critical components for advanced computing. They are essential for AI data centers, high-performance graphics, and supercomputers due to their fast data transfer speeds.

How long will this investigation take?

ITC investigations typically conclude within 12 to 18 months. The commission will examine evidence from both sides before making an initial determination and a final ruling.

Trusted Sources: Chosun Biz, US International Trade Commission documents.
Disclaimer: This article reports on an ongoing legal investigation. All claims are allegations at this stage, and a final ruling has not been issued.