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The Latest Breaking News from SuperMicro

Why Wall Street Isn't Buying Super Micro's $60 Billion Backlog Quite Yet

While the record backlog and strong demand are likely to translate into sustainable revenue growth, Wall Street analysts aren't bullish on SMCI stock.

Buggy microcontrollers making up some of the world's most important servers can be easily backdoored

Buggy microcontrollers making up some of the world's most important servers can be easily backdoored

Researchers found more than a dozen new flaws plaguing baseboard management controllers.

Dear Super Micro Computer Stock Fans, Mark Your Calendars for August 11

Dear Super Micro Computer Stock Fans, Mark Your Calendars for August 11

Investors are hitting the pause button in anticipation of Super Micro Computer's upcoming print.

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Before You Chase SMCI’s SpaceX Rally, Remember This Rocket Has Misfired Before

Investors should wait for the upcoming earnings report before jumping in on the margin improvement and SpaceX hype.

Nvidia slashes list of authorized customers in Asia in a bid to reduce AI chip smuggling, report claims — company sent field inspectors, called customers to check if business is genuine after pressure from Washington

The company culled its list of verified customers, cutting out more than half of its existing client list to reduce incidents of smuggling. Remaining clients have passed more stringent checks, including physical inspections of data centers and interviews with end users.

Tom’s Hardware

I Wouldn’t Touch Supermicro Stock Right Now With a 10-Foot Pole. Here’s Why.

SMCI stock is falling again after a raid on the company's Taiwan offices.

Supermicro denies that its offices were raided by Taiwanese authorities in Nvidia GPU smuggling case — company says that it coordinated with the police and provided access to investigated employees’ workstations and gadgets

The company insists that it's cooperating with Taiwanese authorities and has voluntarily provided access to its premises. It also confirmed with the police that it's the individual, not the institution, that is being looked into with regard to the smuggling cases.

Tom’s Hardware

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Taiwan raids Supermicro and two supply-chain partners in widening Nvidia smuggling probe — nine sites hit as six people summoned for questioning

Taiwan raids Supermicro and two supply-chain partners in widening Nvidia smuggling probe — nine sites hit as six people summoned for questioning

Taiwan officials raided Supermicro Computer's Taiwan office on Monday, alongside the homes of six individuals and three affiliated company sites

Tom’s Hardware

Supermicro Stock Jumps on Wall Street Upgrade. The Real Test Is Still Ahead.

Supermicro Stock Jumps on Wall Street Upgrade. The Real Test Is Still Ahead.

SMCI stock surged after a bullish analyst upgrade, but investors are now focused on whether earnings can justify growing expectations around AI infrastructure demand.

Frozen Assets: How Super Micro Puts AI Heat on Ice

Frozen Assets: How Super Micro Puts AI Heat on Ice

Super Micro is capitalizing on advanced liquid-cooling blueprints alongside NVIDIA to revolutionize accelerated data center efficiency for global hyperscalers.

This Tiny AI Memory Stock Is Taking on Samsung, Google, and Nvidia

This Tiny AI Memory Stock Is Taking on Samsung, Google, and Nvidia

Netlist stock surged after widening its patent dispute with Samsung and adding several major AI and server companies to a new ITC complaint.

Arm servers capture over 45% of data center market revenue — GPU clusters and high-end AI infrastructure fuel a tectonic shift away from x86

Arm servers capture over 45% of data center market revenue — GPU clusters and high-end AI infrastructure fuel a tectonic shift away from x86

Arm-based servers accounted for nearly half of server revenue in Q1 2026, challenging x86. But in the coming years, they might catch up unit wise as well.

Tom’s Hardware

Supermicro Is Struggling to Handle AI Demand, But Here’s Why the Bears Might Be Wrong on This One

Supermicro Is Struggling to Handle AI Demand, But Here’s Why the Bears Might Be Wrong on This One

High debt continues to trouble investors amid governance issues. Management thinks this is not a big deal.

Supermicro Stock Is Down 30% in Days. Investor Skepticism Is Justified.

Supermicro Stock Is Down 30% in Days. Investor Skepticism Is Justified.

Supermicro's bid to raise $7 billion has tanked the stock.

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The Economic Times

US markets plunge: Dow Jones, S&P 500 and Nasdaq crash as Trump’s Iran threat sparks a risk-off market selloff, pushing the U.S. dollar higher and oil prices sharply upward

Dow Jones, S&P 500 and Nasdaq crashed as Trump’s Iran threat reignited fears of a wider Middle East conflict. Investors rushed into the U.S. dollar while WTI oil surged toward $90. Rising energy prices now threaten inflation, interest-rate expectations, and economic growth. The selloff reveals how quickly geopolitics can reshape…

Tom’s Hardware

Samsung Heavy Industries recruits Greek shipowner and Supermicro to bring 50MW floating AI data centers to market — can be powered by solid oxide fuel cells running on liquefied natural gas

Besides Samsung Heavy, Japan’s MOL is also building a 73 MW floating data center with Karpowership for a 2027 deployment.

Is Super Micro Computer Stock Outperforming the S&P 500?

Super Micro Computer has outperformed the S&P 500 recently, yet analysts remain cautious about the stock’s prospects.

AI Server Earnings: Wall Street Sees One Clear Standout

AI server stocks put up eye-popping gains in May and early June, with Supermicro, Dell, and HPE seeing huge pops after their latest earnings.

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Supermicro Stock Soars 85% in a Month. It’s Time to Worry About Its Valuation.

As a leading supplier of high-performance AI servers and storage solutions, Supermicro appears well-positioned to capitalize on AI infrastructure boom.

A $2 Billion Reason to Buy Little-Known Gorilla Technology Stock Right Now

Gorilla Technology just closed a $2 billion AI infrastructure deal with Supermicro.

Tom’s Hardware

Supermicro shows off Vera Rubin NVL72 rack with all-new type of coolant — company claims coolant offers 1,000 times higher electrical impedance over standard cooling

Supermicro demonstrates upcoming servers based on AMD’s EPYC ‘Venice’ CPUs, MI450 accelerators, and Nvidia’s Vera Rubin-based solutions.

Tom’s Hardware

Supermicro says it assisted Taiwanese authorities in server smuggling bust that led to three arrests — company issues statement on working with US, Taiwan to block illicit diversion of servers to China

Supermicro says it worked directly with Taiwanese authorities on a server smuggling bust that led to the seizure of 50 servers and three arrests.

Tom’s Hardware

Taiwan authorities arrest three on suspicion of smuggling Nvidia chips to China — operation allegedly used Japan as transshipment point before forwarding banned Supermicro servers to Hong Kong

Reports say that the three individuals successfully shipped a batch of banned Nvidia AI chips in Super Micro servers to China from Taiwan to Hong Kong via Japan using falsified documentation.

Tom’s Hardware

After $2.5 billion Supermicro smuggling bust, Nvidia CEO urges company to fix export control compliance — Taiwan also begins to crack down on AI GPU chip smuggling to China

Huang told reporters at Songshan Airport that Nvidia insists its partners follow U.S. trade rules.

Tom’s Hardware

Taiwan raids 12 locations in its first formal crackdown on Nvidia AI chip smuggling — hunts three fugitives for document forgery, fraudulent declarations in Super Micro smuggling case

Getting banned Hopper or Blackwell chips into mainland data centers just became exponentially more fraught as Taiwan begins to crack down on smugglers.

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