Taiwan indicts 9 over alleged illegal export of AI servers to China

Prosecutors ​in northern ‌Taiwan's Keelung city ​said ​on Monday that ⁠they ​indicted nine ​people, including employees at ​Nvidia ​and Super Micro , ‌for ⁠the alleged illegal export ​of ​artificial ⁠intelligence servers ​to China.

Reuters • 2 hours ago

Earnings Estimates Moving Higher for Super Micro (SMCI): Time to Buy?

Super Micro Computer (SMCI) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Zacks Investment Research • Aug 21, 2026

Best Value Stocks to Buy for August 21st

MCY, SMCI and UNH made it to the Zacks Rank #1 (Strong Buy) value stocks list on August 21st, 2026.

Zacks Investment Research • Aug 21, 2026

Super Micro Clears Senior Management in Alleged Smuggling Scheme

The server maker ended an investigation into an alleged scheme by two employees and a contractor to smuggle Nvidia chips to China.

WSJ • Aug 20, 2026

Super Micro Computer: A Strong Quarter Doesn't Fix What Broke The Stock

Super Micro Computer, Inc.'s strong fiscal Q4 results and FY 2027 guidance reaffirm robust AI infrastructure demand, but longstanding concerns over earnings scalability remain unresolved. Normalizing for deferred fiscal Q4 contracts reflects a more moderate fiscal Q1 growth trajectory, while gross margins are expected to reset sharply. SMCI's increasing AI sales mix also heightens its exposure to rising component costs, with resulting pressure on margins and working capital risking incremental reliance on external financing and potential dilution.

Seeking Alpha • Aug 20, 2026

Supermicro Announces Completion of Independent Investigation and Continued Enhancement of Export Compliance Program

SAN JOSE, Calif.--(BUSINESS WIRE)--Super Micro Computer, Inc. (NASDAQ: SMCI) (“Supermicro” or the “Company”) today announced the completion of the internal investigation led by the Company's independent members of the Board of Directors regarding the March 2026 indictment of three individuals who were associated with the Company at that time. As previously disclosed, Supermicro was informed on March 19, 2026 that two employees and a contractor were indicted in connection with an alleged conspir.

Business Wire • Aug 20, 2026

Super Micro Computer and Western Digital: Analyzing Recent Revenue Trends and Business Scale

Super Micro Computer currently generates higher overall revenue than Western Digital, establishing a notably larger operational top-line scale over the reported observation period for the two companies being analyzed. Super Micro Computer displays more volatile quarter-over-quarter revenue fluctuations across the tracked timeframe, contrasting with the consistent sequential growth pattern demonstrated by Western Digital over recent periods.

The Motley Fool • Aug 20, 2026

Nebius vs. Super Micro: Which AI Infrastructure Stock is a Better Buy?

SMCI's larger scale, lower Price/Book valuation and upward earnings revisions give it an edge over NBIS despite strong AI infrastructure growth.

Zacks Investment Research • Aug 20, 2026

Can Leading AI Chip Collaborations Help SMCI Challenge HPE & DELL?

Super Micro Computer's early AI system availability, liquid cooling and full-stack data center solutions strengthen its position as AI infrastructure evolves.

Zacks Investment Research • Aug 19, 2026

5 AI Infrastructure Stocks Soros Just Bought That Most Investors Have Never Even Heard Of

The AI buildout has obvious beneficiaries in names like NVIDIA and Microsoft. But Soros Fund Management's Q2 2026 13F filing reveals a more targeted bet: a cluster of roughly $497 million spread across five under-followed AI infrastructure names.

24/7 Wall Street • Aug 18, 2026