Super Micro Computer, Inc. (SMCI) is a Silicon Valley-based company specializing in accelerated compute platforms, providing high-performance and high-efficiency server and storage systems tailored for various markets such as enterprise data centers, cloud computing, artificial intelligence, 5G, and edge computing . The company offers a wide range of products under its Total IT Solutions, including complete servers, storage systems, and modular blade servers, emphasizing flexibility and customization to meet diverse computing needs . Server and storage systems are the primary revenue drivers, with subsystems and accessories also contributing to the company's sales .
- Server and Storage Systems - Offers high-performance and high-efficiency servers and storage solutions optimized for enterprise data centers, cloud computing, AI, 5G, and edge computing.
- Subsystems and Accessories - Provides server boards, chassis, and accessories that complement the main server and storage offerings.
- Modular Blade Servers - Delivers flexible and scalable blade server solutions for various computing environments.
- Blades - Supplies individual blade components for integration into modular server systems.
- Workstations - Designs high-performance workstations for professional and enterprise use.
- Full Rack Scale Solutions - Provides comprehensive rack-scale solutions for large-scale data center deployments.
- Networking Devices - Offers networking hardware to support server and storage connectivity.
- Server Sub-Systems - Supplies essential components for server assembly and customization.
- Server Management and Security Software - Develops software solutions for managing and securing server operations.
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| Name | Position | External Roles | Short Bio | |
|---|---|---|---|---|
Charles Liang ExecutiveBoard | President, CEO, and Chairman of the Board | None | Co-founder of SMCI in 1993; instrumental in developing server and storage system architectures; holds 23 U.S. patents; M.S. in Electrical Engineering from the University of Texas at Arlington. | View Report → |
Sara Liu ExecutiveBoard | Co-Founder, Senior Vice President, and Director | None | Co-founder of SMCI in 1993; previously served as Treasurer and Chief Administrative Officer; B.S. in Accounting from Providence University in Taiwan. | |
David Weigand Executive | Senior Vice President and Chief Financial Officer | None | Joined SMCI in February 2021; previously held leadership roles at Hewlett Packard Enterprise, Silicon Graphics International, and Renesas Electronics America; CPA (inactive). | |
Don Clegg Executive | Senior Vice President of Worldwide Sales | None | Senior Vice President of Worldwide Sales; no additional details on tenure or achievements provided in the documents. | |
George Kao Executive | Senior Vice President of Operations | None | Joined SMCI in October 2016; previously held leadership roles at Pericom Semiconductor and Orient Semiconductor Electronics; B.S. in Electrical Engineering from Cal Poly San Luis Obispo. | |
Daniel Fairfax Board | Director | None | Joined SMCI Board in July 2019; previously CFO at Brocade Communications; CPA (inactive); MBA from University of Chicago Booth School of Business. | |
Judy Lin Board | Director | None | Joined SMCI Board in April 2022; 30 years of experience in the disk drive industry; previously VP at Western Digital and Komag; M.S. in Materials Science from UC Berkeley. | |
Robert Blair Board | Director | Director at Pictos, Inc. | Joined SMCI Board in December 2022; previously CEO of ESS Technology and Pictos; holds 12 U.S. patents; studied Electrical Engineering at Arizona State University. | |
Sherman Tuan Board | Director | CEO and Chairman of PurpleComm, Inc. | Joined SMCI Board in February 2007; founder and CEO of PurpleComm, Inc. (9x9.tv); extensive experience in connected TV platforms. |
- Given the resignation of your independent auditor and the delay in filing your 10-K, are you experiencing any market share losses or customer hesitancy due to these issues, and how are you mitigating potential impacts on your business?
- Can you provide more specifics on the initial concerns raised by your previous auditor that prompted the special committee's investigation, and what remedial measures are being implemented to strengthen your internal governance and oversight functions?
- With the delays in providing audited financial statements, what are the risks associated with your credit agreements if you fail to meet the new deadlines, and could this impact your access to capital markets or trigger covenants in your convertible debt?
- You previously gave full-year revenue guidance of $26 billion to $30 billion but did not reaffirm it on this call; do you still stand by this outlook, and what key factors could affect your ability to achieve these targets?
- Your gross margin is expected to contract in the upcoming quarter; is this a result of increased competition or pricing pressures, and what strategies are you employing to sustain or improve profitability amidst these challenges?
Research analysts who have asked questions during Super Micro Computer earnings calls.
Ananda Baruah
Loop Capital Markets LLC
4 questions for SMCI
Michael Ng
Goldman Sachs
4 questions for SMCI
Nehal Chokshi
Northland Capital Markets
4 questions for SMCI
Samik Chatterjee
JPMorgan Chase & Co.
4 questions for SMCI
Jonathan Tanwanteng
CJS Securities
3 questions for SMCI
Quinn Bolton
Needham & Company, LLC
3 questions for SMCI
Aaron Rakers
Wells Fargo
2 questions for SMCI
Dong Wang
Nomura Instinet
2 questions for SMCI
Mehdi Hosseini
Susquehanna Financial Group
2 questions for SMCI
Ruplu Bhattacharya
Bank of America
2 questions for SMCI
Vijay Rakesh
Mizuho
2 questions for SMCI
Asiya Merchant
Citigroup Global Markets Inc.
1 question for SMCI
Brandon Nispel
KeyBanc Capital Markets
1 question for SMCI
George Wang
Barclays PLC
1 question for SMCI
Jon Tanwanteng
CJS Securities
1 question for SMCI
Nicolas Doyle
Needham & Company, LLC
1 question for SMCI
Simon Leopold
Raymond James
1 question for SMCI
Competitors mentioned in the company's latest 10K filing.
| Company | Description |
|---|---|
Global technology vendors that compete primarily with large vendors of x86-based general purpose servers and components. | |
Global technology vendors that compete primarily with large vendors of x86-based general purpose servers and components. | |
Global technology vendors that compete primarily with large vendors of x86-based general purpose servers and components. | |
Lenovo | Global technology vendors that compete primarily with large vendors of x86-based general purpose servers and components. |
Foxconn | ODMs that benefit from their scale and very low-cost manufacturing and are increasingly offering their own branded products. |
Quanta Computer | ODMs that benefit from their scale and very low-cost manufacturing and are increasingly offering their own branded products. |
Wiwynn Corporation | ODMs that benefit from their scale and very low-cost manufacturing and are increasingly offering their own branded products. |
Inspur | OEMs that compete with a number of other vendors who also sell application optimized servers, contract manufacturers/OEMs and ODMs. |
Notable M&A activity and strategic investments in the past 3 years.
| Company | Year | Details |
|---|---|---|
Gemini Open Cloud Computing Inc. | 2023 | Completed acquisition by Super Micro Computer, Inc. for a total purchase consideration of $2.5 million (with a $0.3 million holdback) and $1.8 million recorded as goodwill reflecting planned business growth; the impact on consolidated financials was immaterial and acquisition-related costs were included in SG&A expenses. |
Recent press releases and 8-K filings for SMCI.
- Super Micro Computer, Inc. launched Super Micro Federal LLC to accelerate its entrance into the U.S. federal market with domestically manufactured AI and data center solutions.
- The new entity will provide full IT stack offerings—servers, storage, networking, and software—under its Data Center Building Block Solutions® framework tailored for government needs.
- Manufacturing and validation will occur in Supermicro’s Silicon Valley facilities, enabling rapid customization and deployment of energy-efficient, high-performance systems for federal agencies.
- The initiative reinforces Supermicro’s commitment to U.S. domestic manufacturing, supply chain localization, and job creation.
- Supermicro deepens partnership with NVIDIA to deliver next-gen NVIDIA Vera Rubin NVL144 and NVL144 CPX AI platforms in 2026, offering >3× AI attention acceleration vs. Blackwell Ultra.
- Introduces TAA-compliant, U.S.-manufactured compact 2OU NVIDIA HGX B300 8-GPU system supporting up to 144 GPUs per rack.
- Expands its government-focused AI portfolio with the Super AI Station (GB300-based deskside supercomputer) delivering >5× PFLOPS vs. traditional GPU workstations, alongside rack-scale NVIDIA GB200 NVL4 HPC solutions.
- Announces availability of the ARS-121GL-NB2B-LCC NVL4 rack-scale platform for GPU-accelerated HPC and AI workloads, scalable to 128 GPUs in a 48U rack.
- Super Micro Computer, in collaboration with Intel and Micron, achieved record-breaking results on the STAC-M3 quantitative trading benchmark, setting new world records on 19 of 24 Kanaga response-time tests and all 10 of 10 Kanaga 50 and 100 user benchmarks.
- The test used a 12U configuration of six Supermicro Petascale 2U servers with Intel Xeon 6 CPUs, Micron 9550 NVMe SSDs, DDR5 memory, and KX kdb+ database, delivering a 36% faster compute-intensive benchmark with 62% fewer CPU cores and supporting 1.6 PiB of storage capacity.
- Results demonstrate the ability to accelerate algorithm testing and increase the number of testable trading strategies, highlighting significant performance advantages for high-frequency trading firms.
- Supermicro introduces Data Center Building Block Solutions (DCBBS), a complete IT infrastructure business line for designing, ordering, and building data centers from a single vendor to reduce time-to-online and simplify buildout.
- DCBBS includes critical computing, power, and cooling hardware, management software, and on-site deployment services to ensure high-quality, integrated solutions.
- The solution offers liquid-cooling modular building blocks optimized for GPUs and CPUs, capable of reducing data center power consumption by up to 40% compared to air-cooled facilities.
- DCBBS spans in-rack, in-row, and site-infrastructure equipment, alongside a comprehensive software suite (SuperCloud Composer, SCAC, SCDX, SCD) and professional services for turnkey deployment.
- Strategic collaboration integrates Supermicro’s AI compute with Hitachi Vantara’s VSP One unified storage platform to power AI, GenAI and data lakehouse workloads.
- Partnership enables Supermicro to sell VSP One solutions and Hitachi Vantara to offer Supermicro servers, storage, GPUs and hardware systems via global channels.
- Deployment options include VSP One Block for high-throughput, all-flash performance; VSP One SDS for software-defined hybrid cloud; and VSP One Object with native Amazon S3 Tables support.
- Solutions can be managed through the VSP 360 unified control plane and leverage Hitachi iQ for AI orchestration, enhancing data workflow visibility and governance.
- At the INNOVATE! EMEA 2025 event in Madrid, Supermicro unveiled new AI-optimized servers featuring NVIDIA RTX Pro and HGX™ B300 GPUs, plus end-to-end rack-scale solutions shipping from four global manufacturing sites (US, Netherlands, Taiwan, Malaysia).
- Introduced edge-optimized systems powered by Intel® Xeon® 6 SoC, NVIDIA Jetson Orin™ NX, and NVIDIA Grace™ C1 CPUs—tailored for space- and power-constrained telco and enterprise environments.
- Highlighted specialized edge models ARS-111L-FR, ARS-E103-JONX, and SYS-212D-64C-FN8P, delivering up to 157 TOPS inferencing, integrated time-sync/GNSS, and multi-port networking for AI workloads at the network edge.
- Showcased expanded product families—SuperBlade®, MicroBlade®, Edge, Workstation, Petascale & Top-loading Storage, 1U/2U Rackmount, and 5U PCIe GPU—addressing AI training, inference, HPC, cloud, and data analytics use cases.
- Supermicro begins volume shipments of plug-and-play NVIDIA HGX B300 systems and GB300 NVL72 racks featuring NVIDIA Blackwell Ultra to customers worldwide.
- Solutions are pre-validated at system, rack, and data center scale via Supermicro Data Center Building Block Solutions, enabling turn-key, day-one operation.
- GB300 NVL72 rack-scale systems deliver 1.1 exaFLOPS dense FP4 compute, while HGX B300 systems offer 7.5× performance gains over NVIDIA Hopper accelerators with 144 petaFLOPS FP4 and 270 GB HBM3e per GPU.
- Advanced air and liquid cooling support up to 1400 W per GPU, providing 50% greater inferencing performance and HBM3e capacity compared to prior Blackwell solutions.
- Supermicro deployed its GPU-optimized servers, including NVIDIA Blackwell–based systems, at Lambda’s COL4 Scalelogix data center in Columbus, Ohio, to expand AI infrastructure in the Midwest.
- The deployment features systems such as SYS-A21GE-NBRT with NVIDIA HGX B200 and SYS-821GE with HGX H200, leveraging advanced liquid-cooling for energy efficiency and reduced power costs.
- Lambda’s gigawatt-scale AI factories can now support large training and inference workloads with enterprise-grade performance using NVIDIA GB200 and GB300 NVL72 racks.
- Collaboration with Cologix provides interconnected data centers via a high-capacity fiber ring, delivering low-latency access and scalability for healthcare, finance, manufacturing, retail, and logistics customers.
- Shares of Super Micro Computer fell 5.71% to $43.24, underperforming as the Dow rose and the S&P 500 dipped.
- The stock remains 34.92% below its 52-week high of $66.44 set on February 19.
- Management has enhanced its financial and auditing teams to improve transparency after previous late filings.
- Short interest decreased by 2.6% over the past month, signaling cautious investor optimism.
- The company is positioned to benefit from surging AI infrastructure spending by improving data-center efficiency.
- 47% full-year growth in FY2025 and addition of four scale customers (vs. one in 2024), with 2–4 more projected for FY2026.
- Transition to comprehensive Data Center Building Block Solutions (DCBBS), offering integrated systems, cooling and support services to accelerate deployment and differentiate from rack-only competitors.
- Revenue guidance of >$33 billion for FY2026, reflecting over 50% YoY growth driven by hyperscale, neo cloud and sovereign demand.
- Targeting 15–17% gross margins long-term by leveraging DCBBS and serial innovation to offset GPU-heavy BOM pressures.
- Maintaining ~$7 billion in liquidity (cash and credit lines) to fund expansion without immediate capital raises.