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NEWS TAGGED SUPERMICRO
Wednesday 6 May 2026
Explainer: Why Supermicro's margins bounced back — one customer pulled back
Supermicro's third-quarter of fiscal 2026 gross margins snapped back to 10.1% non-GAAP, up from 6.4% in the second quarter of fiscal 2026. CEO Charles Liang attributed the recovery...
Wednesday 6 May 2026
Analysis: The US$2.5 billion smuggling case hanging over Supermicro's US$40 billion year
Supermicro CEO Charles Liang used the opening of his fiscal third quarter of 2026 earnings call to address a topic unrelated to revenue or margins: the DOJ indictment of former employees...
Wednesday 6 May 2026
Supermicro posts US$10.2B in Q3 revenue, missing own guidance by US$2B as working capital swings drive US$6.6B cash outflow
Supermicro reported fiscal third-quarter revenue of US$10.24 billion, up 123% year-over-year but down 19% sequentially and well below both the company's own guidance of at least US$12.3...
Wednesday 29 April 2026
Supermicro opens largest US campus in Silicon Valley, producing AI infrastructure
Supermicro's new 32.8-acre Silicon Valley campus will add hundreds of US positions and expand domestic production of AI infrastructure, signaling increased US capacity for enterprises...
Wednesday 29 April 2026
Oracle moves Supermicro orders to Taiwan, elevating local server makers
Outsourcing by US cloud service providers (CSPs) has become an increasingly dominant trend, with Taiwanese manufacturers taking on a larger share of global production. Oracle has not...
Thursday 23 April 2026
Supermicro GPU smuggling prompts Nvidia to intensify supply chain audit
Following the recent smuggling indictment involving Supermicro co-founder Wally Liaw and others, Nvidia has significantly upgraded its global supply chain monitoring practices in recent...
Saturday 21 March 2026
Supermicro reshuffles its board as scrutiny deepens
Super Micro Computer Inc. (Supermicro) has announced a swift and significant restructuring of its executive leadership following the unsealing of a federal indictment charging its...
Friday 20 March 2026
Analysis: Supermicro co-founder's GTC star turn ends in federal indictment
At NVIDIA GTC 2026, Super Micro Computer (Supermicro) appeared firmly at the center of the AI infrastructure boom. The company showcased its deepening collaboration with Nvidia and...
Friday 20 March 2026
Supermicro co-founder charged in US$2.5 billion AI chip smuggling scheme to China

US Federal prosecutors have charged a co-founder of Super Micro Computer Inc. (Supermicro) and two associates in a massive conspiracy to illegally...

Thursday 19 February 2026
Supermicro explores local manufacturing in India amid AI push
US-based server maker Supermicro is evaluating local manufacturing options in India as it seeks to expand its footprint in one of the world's fastest-growing artificial intelligence...
Wednesday 4 February 2026
Supermicro’s AI boom comes with a risk: one customer, 63% of revenue
Supermicro reported record quarterly revenue while acknowledging that a single customer accounted for 63% of its sales. The company is now implementing a strategy to diversify its...
Saturday 10 January 2026
Chicony Power targets 2H26 benefits from Supermicro AI container supply chain entry
With the ongoing volatility in the electronics supply chain and persistent component shortages, Chicony Power is accelerating its transformation on the back of its existing notebook...
Tuesday 6 January 2026
Supermicro expands manufacturing, liquid-cooling capacity for Nvidia Vera Rubin AI platforms
Supermicro announced expansions in manufacturing and liquid-cooling capabilities to support the deployment of data center-scale systems optimized for the Nvidia Vera Rubin and Rubin...
Monday 5 January 2026
ITC launches formal investigation into Samsung and Google over Netlist patent dispute
The US International Trade Commission (ITC) announced it has launched an investigation into alleged semiconductor patent infringement involving Samsung Electronics, Google, and Supermicro,...
Wednesday 31 December 2025
US ITC opens patent probe into advanced memory
The US International Trade Commission (ITC) has formally launched a Section 337 investigation into alleged patent infringement involving advanced memory products, naming Samsung Electronics,...