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SK Hynix and Kioxia targeted in US ITC memory chip probe

What happened

The US ITC initiated an investigation into memory chip imports from SK Hynix and Kioxia based on a patent complaint by MonolithIC 3D Inc. This probe could potentially disrupt supply chains or lead to import restrictions. Watch: Potential for supply chain disruption and increased legal/operational costs, but no immediate price impact.

Impact and signal

Medium impactImpact score: 45/100

Affected components and suppliers

DRAMNAND Flash
ITCpatentinvestigationsupply-risk

Source and time

Source: DigiTimes Asia · 3/28/2026 · View original source

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