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02.07.26 - 17:18
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Forget Super Micro Computer: Google Wins as AI Infrastructure Rotation Gains Momentum in July (24/7 Wall St.)
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Super Micro Computer (NASDAQ:SMCI) is dominating AI infrastructure headlines again this week, pitched as the cheap hardware proxy for the next leg of the datacenter buildout. The underlying data tells a different story. The rotation is already underway. Super Micro is down 14.79% over the past week and 41.02% over the past month, while capital ... Forget Super Micro Computer: Google Wins as AI Infrastructure Rotation Gains Momentum in July...
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01.07.26 - 19:12
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Super Micro Computer Is a Massive Catalyst for Meta Platforms (24/7 Wall St.)
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Super Micro Computer (NASDAQ:SMCI) is back in every AI headline this week after rocketing 14.94% in five sessions and 15.66% in a single day, dragging momentum traders back into the thinnest-margin trade in the AI complex. But here is what you should actually be watching. The SMCI Setup Is Breaking Strip away the bounce and ... Super Micro Computer Is a Massive Catalyst for Meta Platforms...
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01.07.26 - 09:06
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Supermicro smuggling probes reportedly push Nvidia to tighten AI server checks further (Digitimes)
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As the US tightens controls on advanced AI chip exports, smuggling schemes are surfacing across the AI server supply chain, driven by soaring Chinese demand for AI servers from buyers like Alibaba and Tencent willing to pay almost any price. Supermicro was investigated in the first half of 2026, with executives and employees allegedly bypassing US export controls to divert restricted AI servers and technology to China. Taiwan's Albatron was also reported to be involved, and the case has since escalated: Keelung prosecutors detained Albatron Technology general manager Kevin Lu on Tuesday on suspicion of smuggling Supermicro AI servers to restricted markets....
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30.06.26 - 21:15
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Here We Go Again: Taiwan Raids Super Micro In AI Chip Probe (ZeroHedge)
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Here We Go Again: Taiwan Raids Super Micro In AI Chip Probe
Taiwan has intensified its efforts to stop advanced AI hardware from reaching China, carrying out raids at the local offices of Super Micro Computer and several businesses connected to an investigation into the movement of servers equipped with NVIDIA chips, according to Bloomberg.
Investigators searched multiple business locations and the homes of six individuals as part of the inquiry. While prosecutors did not publicly identify those involved, a source familiar with the matter said Super Micro's Taiwan office was among the locations searched. The company said it is fully cooperating with investigators and emphasized that it works to safeguard its technology and ensure its products are sold in compliance with applicable laws. Shares fell about 8% following the announcement.
Bloomberg writes that the probe also reached Chief Telecom and Albatron Technology. Both companies acknowledged the searches, saying day-to-day operations were ...
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30.06.26 - 20:12
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Chip Stocks on Track for Best Quarter Ever | Bloomberg Tech 6/30/2026 (Bloomberg)
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Bloomberg's Ed Ludlow breaks down what's behind the chip stock rally, with the sector heading toward its best quarter ever. Plus, Taiwan raids the offices of Super Micro as part of an investigation into the alleged smuggling of Nvidia chips into China. And, how a billion-dollar misunderstanding has left Korean investors empty-handed in the blockbuster SpaceX IPO. (Source: Bloomberg)...
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30.06.26 - 17:12
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Super Micro, Dell Gain 4% a Day After Super Micro’s Taiwan-Probe Plunge (24/7 Wall St.)
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Super Micro Computer (NASDAQ:SMCI) stock is up 4% to $29.25 in mid-morning trading on Tuesday, clawing back part of yesterday's 8% drop tied to a Taiwan probe of alleged NVIDIA (NASDAQ:NVDA) AI chip smuggling. Dell Technologies (NYSE:DELL) stock is also higher, up 4% to $430.93. Hewlett Packard Enterprise (NYSE:HPE) stock is the laggard of the ... Super Micro, Dell Gain 4% a Day After Super Micro's Taiwan-Probe Plunge...
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