Super Micro Computer shares fell 4% and Dell Technologies dropped 3% after Netlist filed a complaint with the International Trade Commission (ITC) over alleged DDR5 patent infringement. The complaint names Super Micro Computer, Micron Technology, Hewlett Packard Enterprise, and Lenovo, specifically targeting DDR5 RDIMMs and MRDIMMs used in AI-optimized server platforms. Dell's decline is seen as a sympathy trade as it was not named in the disclosed ITC complaint. Micron, also named in the filing, rallied 4%, suggesting sector rotation rather than fading AI demand.