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The Latest Breaking News from SuperMicro

Supermicro—accused of smuggling $2.5 billion in Nvidia chips to China—has been here before, in Iran

Yih-Shyan “Wally” Liaw was arrested on Thursday and resigned his seat on the Super Micro Computer board on Friday.

Fortune

How Supermicro Insiders Allegedly Used Fake Servers and Forged Paperwork to Smuggle Nvidia's Most Powerful AI Chips to China

Supermicro co-founder Wally Liaw was arrested on charges of smuggling $2.5 billion in Nvidia AI chips to China using fake servers, forged paperwork, and bribed auditors. SMCI stock crashed 33%. Here is the full story of how the alleged scheme worked.

International Business Times

Supermicro Stock Crashes 33% After Co-Founder Arrested in $2.5 Billion Nvidia Chip Smuggling Scheme Tied to China

Supermicro co-founder Wally Liaw was arrested and charged by federal prosecutors with conspiring to smuggle $2.5 billion in Nvidia AI chip-powered servers to China. Shares of SMCI plunged 33%, erasing over $6 billion in market value. Here's everything investors and the tech industry need to know.

International Business Times

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The biggest heist of the US-China Chip War: 3 Supermicro employees charged with conspiracy to smuggle restricted Nvidia H100, H200, and B200 chips to China – dummy boxes, fake labels, and a pass-through company enabled the $2.5 billion scheme

Three men are facing charges of conspiracy to smuggle restricted GPUs to China.

TechRadar

The co-founder of a major datacenter company has been charged with smuggling $2.5 billion in AI chips to China

Supermicro has put them on administrative leave with another employee also charged, and a third has been fired.

PC Gamer

Supermicro’s cofounder was just accused of smuggling $2.5 billion in GPUs to China

The arrest of board member Yih-Shyan “Wally” Liaw—who previously resigned following an accounting scandal in 2018—led an after-hours trading drop of 12% in the Nvidia-linked server manufacturer's stock.

Fortune

As Supermicro Joins a Key AI Data Center Alliance, Should You Buy SMCI Stock?

Supermicro is pushing deeper into the AI data center boom with a new alliances. Could this be the catalyst for SMCI’s next growth phase, and make the stock worth buying?

Barchart

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Troubled Nvidia ally Supermicro pledged to hire a new CFO ‘immediately.’ That was 14 months ago

“No one wants this job,” said executive search firm Cowen Partners president Shawn Cole.

Fortune

Super Micro Computer Stock Is Pushing Above Its 50-Day Moving Average. Should You Buy SMCI Here?

Supermicro shares inched higher on a significant increase in bullish options activity. Here’s why SMCI stock is likely undervalued at current levels.

Barchart

Analysts See Super Micro Computer Finally Staging a Turnaround. Should You Buy SMCI Stock Now?

Super Micro Computer posted its Q2 Results earlier this week. Here is why analysts believe the stock can turn things around from here.

Barchart

3 Key Risks Facing SMCI Stock As Super Micro Computer Revenue Surges

Despite the headline strength in revenue and better-than-expected forward guidance, investors should be careful about chasing SMCI stock.

Barchart

Supermicro Stock Slips 46% in 3 Months: Should You Buy, Sell, or Hold SMCI?

Supermicro’s revenue growth story remains compelling, driven by secular demand for AI infrastructure. However, investors should be mindful of near-term margin compression.

Barchart

As Goldman Sachs Issues a Warning on Super Micro Computer Stock, Should You Risk Buying the Dip?

Supermicro stock sinks as Goldman Sachs assumes coverage with a ‘Sell’ rating. Here’s why the investment firm recommends cutting exposure to SMCI shares in 2026.

Barchart

Super Micro Computer Just Launched a New AI Server. Should You Buy SMCI Stock Today?

Supermicro stock inches higher as the company launches a new AI server. Attractive valuation and a strong backlog warrants owning SMCI shares in 2026.

Barchart

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Tom’s Hardware

Four Americans charged with smuggling Nvidia GPUs and HPE supercomputers to China face up to 200 years in prison —$3.89 million worth of gear smuggled in operation

U.S. prosecutors say an Alabama entrepreneur and three partners smuggled more than $3.89 million worth of restricted Nvidia GPUs and HPE supercomputers to China through Hong Kong, Malaysia, and Thailand.

Barchart

As Super Micro Reveals a New AI Factory, Should You Buy, Sell, or Hold SMCI Stock?

Supermicro stock closed higher Tuesday as the company launches a full-stack AI factory cluster. But structural headwinds warrant against buying SMCI shares at current levels.

Barchart

Supermicro Stock Slips 33% in a Month: Should You Buy, Sell, or Hold SMCI?

Supermicro appears to be entering a promising phase of growth, supported by its strong position in the rapidly expanding AI hardware market.

Tom’s Hardware

AMD's ancient Bulldozer and Piledriver platforms getting new open source firmwares in 2025 — update delivers 15-second boot-up times with 256GB memory setups

An independent software project has published new firmware for select motherboards supporting AMD's Bulldozer and Piledriver CPUs nearly 15 years after release.

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Barchart

Super Micro Just Reported Its Lowest-Ever Gross Margin. Should You Ditch SMCI Stock Here?

Supermicro stock sinks as the AI server company posts lowest-ever gross margin for its fiscal Q1. Here’s why investors should sell the rip in SMCI shares today.

Benzinga

Supermicro Smashes AI Trading Records With Intel And Micron — What's Powering The Surge?

Super Micro Computer Inc (NASDAQ:SMCI) set new world records in the STAC-M3 financial analytics benchmark by collaborating with Intel Corp (NASDAQ:INTC) and Micron Technology, Inc (NASDAQ:MU), demonstrating its high-performance computing moat for quantitative trading.

Barchart

Supermicro’s Q1 Outlook Weakens. What’s Next for SMCI Stock?

With the new $5 billion forecast for Q1 fiscal 2026, Supermicro is now guiding for a year-over-year decline in sales.

Benzinga

What Is Going On With AMD Stock On Friday?

Advanced Micro Devices, Inc (NASDAQ:AMD) stock gained on Friday as it solidified its role across the high-performance computing landscape, as its new Extreme Performance Yield Computing (EPYC) processors power Super Micro Computer, Inc’s (NASDAQ:SMCI) latest AI servers while its hardware enables a breakthrough in International Business Machines Corporation’s (NYSE:IBM) quantum…

Benzinga

Supermicro Taps New AMD Chips For Its Next-Gen Data Center Push

Super Micro Computer, Inc. (NASDAQ:SMCI) pared some of its Thursday losses after announcing it is expanding its server lineup with the launch of its new MicroBlade multi-node solution, which incorporates Advanced Micro Devices, Inc.’s (NASDAQ:AMD) new EPYC 4005 series processors.

Barchart

Super Micro Computer Just Lowered Its Guidance (Again). Should You Buy the Dip in SMCI Stock?

SMCI stock sinks as the company lowers its Q1 revenue forecast again. But there are ample reasons to consider loading up on Supermicro shares today.

Barchart

Qualcomm vs. Supermicro Stock: Which Will Be the Next AI Winner?

As the AI race heats up, who could emerge as the better choice over the long term?

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