Super Micro ComputerSMCI

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Super Micro Computer · SMCIBaissier

Super Micro Computer contractor pleads guilty to illegal AI chip exports to China

A contractor associated with Super Micro Computer has pleaded guilty to charges related to the illegal export of Nvidia AI chips to China. This development raises concerns about the company's compliance with export regulations and may impact its reputation and operations.

Briefings précédents

Super Micro Computer · SMCIBaissier

Super Micro Computer co-founder pleads guilty to AI chip smuggling to China

Ting-Wei "Willy" Sun, a third-party broker, pleaded guilty to charges related to the illegal diversion of Nvidia AI chips to China. This development follows previous charges against Super Micro co-founder Yih-Shyan "Wally" Liaw and sales manager Ruei-Tsang "Steven" Chang for similar offenses. Super Micro has denied involvement in the illicit activities, but shareholders have filed lawsuits accusing the company of concealing its reliance on illegal exports.

Super Micro Computer · SMCIBaissier

Super Micro Computer contractor pleads guilty to illegal export of AI servers to China

A contractor associated with Super Micro Computer has pleaded guilty to illegally exporting AI servers containing advanced Nvidia chips to China. This development raises concerns about the company's compliance with export regulations and may impact its reputation and operations.

Super Micro Computer · SMCIHaussier

Super Micro Computer (SMCI) begins shipping NVIDIA Vera Rubin NVL72 racks; stock at $43.38.

Super Micro Computer has initiated shipments of NVIDIA Vera Rubin NVL72 racks, signaling progress in AI infrastructure. The stock is trading at $43.38, reflecting positive market sentiment.

Super Micro Computer · SMCIHaussier

Super Micro Computer (SMCI) stock rises 4% after NetApp AI infrastructure partnership

Super Micro Computer's stock increased by 4.22% following the announcement of a strategic partnership with NetApp to deliver AI infrastructure solutions. This collaboration aims to integrate Super Micro's rack-scale systems with NetApp's data platform, targeting large AI factories and complex enterprise deployments. The partnership underscores Super Micro's expanding role in the AI infrastructure market.

Super Micro Computer · SMCIBaissier

Super Micro Computer (SMCI) stock declines 1.8% amid AI server market pullback

In the past 24 hours, Super Micro Computer's stock fell 1.8% to $41.02, reflecting a broader downturn in the AI server sector. This decline is partly due to a law firm investigation related to a Department of Justice indictment involving individuals associated with the company. Despite these challenges, Super Micro continues to ship NVIDIA Vera Rubin NVL72 systems and reports strong AI server demand.

Super Micro Computer · SMCIHaussier

Super Micro Computer's stock rises 4.22% amid AI infrastructure growth.

Super Micro Computer (SMCI) has experienced a 4.22% increase in stock price, closing at $43.26 on September 25, 2026. This uptick is attributed to the company's expanding role in AI infrastructure, highlighted by a significant order backlog and strategic partnerships.

Super Micro Computer · SMCIBaissier

Super Micro Computer's stock drops 3.3% amid insider selling by CEO and director.

In the past 24 hours, Super Micro Computer's stock declined by 3.3% following insider selling activities. CEO Charles Liang and director Chiu-Chu Liang each sold 100,000 shares, valued at approximately $3.72 million, under pre-arranged trading plans. This move has raised investor concerns about potential implications for the company's financial health and stock performance.

Super Micro Computer · SMCINeutre

Super Micro Computer's stock rises 4.6% after completing internal export compliance probe.

In the past 24 hours, Super Micro Computer (SMCI) announced the completion of an internal investigation into a March 2026 export control case, which found no current senior management involvement. This development led to a 4.6% increase in SMCI's stock price. Additionally, the company reported a 93% year-over-year revenue growth in its fiscal fourth quarter, driven by strong AI server demand.

Super Micro Computer · SMCIBaissier

Super Micro Computer's stock declines 2.8% amid export compliance concerns.

In the past 24 hours, Super Micro Computer's stock fell 2.8% to $37.39, influenced by recent export compliance issues. Despite strong financial performance, including a 93.2% year-over-year revenue increase to $11.12 billion, concerns over legal and governance matters have impacted investor sentiment.

Super Micro Computer · SMCIBaissier

Super Micro Computer's stock drops 3.6% to $37.08 amid $69 billion revenue target

Super Micro Computer's stock declined by 3.6% to $37.08 following the company's ambitious fiscal 2027 revenue projection of $65–$72 billion, raising concerns about margin sustainability. The company reported a 78% year-over-year revenue increase to $39.1 billion for fiscal 2026, with a gross margin of 10.8%. Analysts are cautious about the feasibility of maintaining profit margins amid rapid revenue growth.

Super Micro Computer · SMCIBaissier

Super Micro Computer's stock drops 2.8% amid export control concerns

Super Micro Computer's stock declined by 2.8% to $37.39 on August 26, 2026, following reports of Taiwanese authorities charging nine individuals, including two former Super Micro employees, for illegally exporting high-end AI servers to China. This development raises concerns about the company's compliance with export regulations and potential legal repercussions.

Super Micro Computer · SMCINeutre

Super Micro Computer's stock rises 9.4% amid AI server demand and legal developments

In the past 24 hours, Super Micro Computer's stock experienced a 9.4% increase, closing at $38.46. This uptick is attributed to strong demand for AI servers, as evidenced by a record $60 billion order backlog. Additionally, the company completed an internal investigation into a March 2026 indictment involving former employees, reinforcing its commitment to export compliance.

Super Micro Computer · SMCIBaissier

Super Micro Computer (SMCI) stock declines 7.5% amid profit-taking and concerns

Super Micro Computer's stock experienced a 7.5% decline on August 24, 2026, as investors unwound positions following a significant rally. The drop was influenced by profit-taking after the company's fiscal fourth-quarter earnings report and concerns over regulatory issues.

Super Micro Computer · SMCIHaussier

Super Micro Computer's CEO cleared in $2.5 billion smuggling probe; stock surges.

An independent investigation cleared Super Micro Computer's CEO, Charles Liang, of involvement in a $2.5 billion smuggling scheme. This positive development led to a significant surge in the company's stock price.

Super Micro Computer · SMCINeutre

Supermicro CEO cleared in $2.5B alleged smuggling scheme; co-founder faces trial

An independent investigation by Super Micro Computer's board found no evidence that CEO Charles Liang was aware of an alleged $2.5 billion smuggling operation involving Nvidia chips to China. However, co-founder Yih-Shyan "Wally" Liaw has been indicted and is scheduled for trial in March 2027.

Super Micro Computer · SMCINeutre

Super Micro Computer's stock rises 2.3% after independent investigation clears management.

Super Micro Computer's stock increased by 2.3% following the completion of an independent investigation that found no evidence of management's knowledge regarding alleged export-control violations. Despite this, the majority of analysts maintain a cautious stance, with 14 out of 19 assigning a 'Hold' or 'Sell' rating. The company's fiscal 2027 revenue guidance suggests significant growth, but concerns about cash flow and inventory management persist.

Super Micro Computer · SMCIBaissier

Super Micro Computer (SMCI) stock drops 5.2% after export compliance probe completion.

Super Micro Computer's stock declined by 5.2% following the completion of an internal investigation into alleged export-control violations. Despite the probe clearing current senior management of any wrongdoing, concerns over the company's cash flow and inventory levels have dampened investor sentiment.

Super Micro Computer · SMCIHaussier

Super Micro Computer's Q4 revenue surges 93%, driven by $60B AI orders

Super Micro Computer (SMCI) reported a 93% increase in Q4 revenue, reaching $11.12 billion, fueled by substantial AI-related orders totaling $60 billion. This surge led to a GAAP net income of $1.18 billion, up from $195 million in the same quarter last year. However, the rapid growth resulted in significant inventory buildup and the need for external financing.

Super Micro Computer · SMCIHaussier

Super Micro Computer (SMCI) stock surges 19% on strong AI earnings and record orders.

Super Micro Computer's stock experienced a significant 19% increase following the release of its fiscal fourth-quarter earnings, which exceeded expectations. The company reported over $60 billion in new orders and a record backlog entering fiscal 2027, indicating robust demand in the AI sector.

Super Micro Computer · SMCIHaussier

Super Micro Computer (SMCI) stock surged 19% on August 12, 2026, following strong earnings

On August 12, 2026, Super Micro Computer (SMCI) reported higher-than-expected fiscal fourth-quarter earnings and provided strong guidance for the first quarter of fiscal 2027. The company added several hundred enterprise customers, generated over $60 billion in new orders, and entered fiscal 2027 with a record backlog. These positive developments led to a 19% surge in SMCI's stock price.

Super Micro Computer · SMCIHaussier

Super Micro Computer (SMCI) stock surges 19% on strong AI earnings and record orders.

In the past 24 hours, Super Micro Computer (SMCI) experienced a significant 19% surge in its stock price, driven by robust fiscal fourth-quarter earnings and a record $60 billion in new orders. The company reported higher-than-expected earnings and strong guidance for the upcoming fiscal year, indicating sustained growth in the AI server market.

Super Micro Computer · SMCIHaussier

Super Micro Computer (SMCI) stock surged 19% on August 12, 2026, following strong earnings

Super Micro Computer's stock experienced a significant 19% increase on August 12, 2026, driven by robust fiscal fourth-quarter earnings and a strong fiscal 2027 first-quarter outlook. The company reported adding several hundred enterprise customers and secured over $60 billion in new orders, leading to a record backlog entering fiscal 2027.

Super Micro Computer · SMCIHaussier

Super Micro Computer (SMCI) shares surge 19% on strong earnings and record orders.

In the past 24 hours, Super Micro Computer's stock price increased by 19% following the release of its fiscal fourth-quarter earnings report, which exceeded expectations. The company also announced a record backlog entering fiscal 2027, driven by substantial new orders. This positive performance aligns with the broader market trend, where AI-related stocks have been gaining momentum due to strong earnings and robust demand.

Super Micro Computer · SMCIHaussier

Super Micro Computer (SMCI) shares surge 19% after strong earnings report

Super Micro Computer's stock experienced a significant 19% increase following the release of its latest earnings report, which revealed earnings per share 84% higher than analysts' expectations. This strong performance underscores the company's robust position in the AI infrastructure market.

Super Micro Computer · SMCIHaussier

Super Micro Computer's stock surges 26.3% after massive AI orders and H15 platform launch.

Super Micro Computer's stock experienced a significant 26.3% increase following the announcement of substantial AI server orders and the introduction of its new H15 AMD-based server family. These developments underscore the company's pivotal role in AI infrastructure expansion.

Super Micro Computer · SMCIHaussier

Super Micro Computer's stock jumps 18% after $60B AI order haul and margin surge.

Super Micro Computer's stock surged 18% following the announcement of over $60 billion in new AI server orders and an improved gross-margin outlook. This strong demand for AI infrastructure is expected to drive future revenue growth.

Super Micro Computer · SMCIBaissier

Super Micro Computer's stock drops 3.5% after Mizuho's price target cut to $34.

Super Micro Computer's stock declined by 3.5% following Mizuho's downgrade, reducing the price target from $44 to $34. This adjustment reflects concerns over the company's recent financial performance and market conditions.

Super Micro Computer · SMCIHaussier

Super Micro Computer (SMCI) launches H15 servers and 72-GPU AMD Helios platform.

Super Micro Computer has unveiled its next-generation H15 server portfolio, powered by 6th Gen AMD EPYC CPUs, and introduced the AMD Helios Platform, a rack-scale system supporting up to 72 GPUs for AI training and inference. These developments aim to enhance the company's position in large-scale AI infrastructure.

Super Micro Computer · SMCIHaussier

Super Micro Computer's stock surges 15% after reporting $60 billion in new orders

Super Micro Computer (SMCI) experienced a significant stock surge following the announcement of over $60 billion in new orders during its fiscal fourth quarter, leading to a record-high order backlog. Additionally, the company reported a substantial increase in gross margins, now estimated between 15% and 17%, up from the previous guidance of 8.2% to 8.4%. These developments underscore strong demand for AI infrastructure and improved profitability.

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