NVIDIA is transitioning Supermicro's orders to other suppliers to maintain the stability of the supply chain - Report
According to Digitimes report, NVIDIA (NASDAQ: NVDA ) は、AI サーバー業界の混乱を抑えるために、以前 Super Micro Computer ( NASDAQ: SMCI ) に発注した注文を他のサプライヤーに転送しているという。
この動きは、スーパーマイクロが現在直面している財務報告上の課題に続くものだ。報道によると、同社が11月20日までに財務諸表を提出しない場合、2018年に財務報告の不遵守により上場廃止となった後、再び上場廃止になる恐れがあると同紙は付け加えている。
エヌビディアは、スーパーマイクロの課題が業界全体に及ぼす影響を管理するために介入し、サプライチェーンの安定化を目指している。この米国の半導体大手は、AIサーバー市場の混乱を抑えるために、スーパーマイクロの顧客注文を他のプロバイダーにリダイレクトしていると、レポートは指摘している。
スーパーマイクロの株価は先週、監査人がFollowing the resignation,it fell more than 45%, becoming the worst week in history. Hindenburg Research released a brief report on the company.The application fields range from advanced AI agents, factories operated by robots, weather forecasting, cancer treatment, to contact with extraterrestrial life forms.In late August, concerns about the company's financial statements surfaced. The next day, Super Micro announced a delay in submitting the annual 10-K.The company subsequently stated that they believe there will be no significant changes in the fiscal year 2024.The company later noted that there are no significant changes expected for the fiscal year 2024.
Last week, Super Micro amended its loan agreement with Cathay Bank.The application fields range from advanced AI agents, factories operated by robots, weather forecasting, cancer treatment, to contact with extraterrestrial life forms.As a result of this correction, the deadline for the company to submit annual financial statements has been extended.
Orders from Supermicro's customers have been transferred to other companies. Gigabyte and ASRock have seen an increase in new orders and inquiries from customers. According to supply chain sources, Gigabyte and ASRock have benefited from the transfer of orders from Supermicro, securing contracts with major customers like CoreWeave.
Based in Taiwan, Gigabyte has raised its server revenue forecasts for the fourth quarter and the full year. Additionally, the company is accelerating the introduction of liquid cooling technology to keep up with NVIDIA's rapid growth, as indicated in the report.
Meanwhile, ASRock, also based in Taiwan, has secured repeat orders from Super Micro's small and medium-sized customers, achieving record sales in the third quarter. The fourth quarter is expected to peak, with upward revisions to annual revenue and profit forecasts.
With NVIDIA's H200 shipments starting in the fourth quarter, ASRock joined the supply list for GB200 in the second half of 2025. The company is also planning to introduce liquid cooling products to support profit growth forecasts for 2025, as indicated in the report.
However, Supermicro's struggles are impacting the entire supply chain and could also affect important partners like Leadtek supported by Ablecom Technology and Compware Technology. According to the reports, dependence on Supermicro is raising concerns about Leadtek's AI market share and performance.
Ablecom and Compware, chaired by the brothers of Super Micro's chairman, have a close relationship with the company. Investments in Leadtek by both companies reportedly came as a result of Leadtek acquiring sales rights for Nvidia Quadro in China and establishing a local network. The potential impact of this investment on Leadtek remains unclear, as mentioned in the same reports.
Reports indicate that Orient Semiconductor Electronics, providing packaging and testing services to Super Micro, is also facing potential disruptions that could impact its operations.
Thermal management solutions supplier Aurus Technology and electronic component provider Argosy Research are also caught in this storm. Both companies are experiencing a decrease in orders, with the report indicating a potential impact on their position in the AI field.
According to the report, these companies, which are part of SuperMicro's supply chain, are carefully managing the situation amidst concerns about changing customer demands and revenues.
この動きは、スーパーマイクロが現在直面している財務報告上の課題に続くものだ。報道によると、同社が11月20日までに財務諸表を提出しない場合、2018年に財務報告の不遵守により上場廃止となった後、再び上場廃止になる恐れがあると同紙は付け加えている。
エヌビディアは、スーパーマイクロの課題が業界全体に及ぼす影響を管理するために介入し、サプライチェーンの安定化を目指している。この米国の半導体大手は、AIサーバー市場の混乱を抑えるために、スーパーマイクロの顧客注文を他のプロバイダーにリダイレクトしていると、レポートは指摘している。
スーパーマイクロの株価は先週、監査人がFollowing the resignation,it fell more than 45%, becoming the worst week in history. Hindenburg Research released a brief report on the company.The application fields range from advanced AI agents, factories operated by robots, weather forecasting, cancer treatment, to contact with extraterrestrial life forms.In late August, concerns about the company's financial statements surfaced. The next day, Super Micro announced a delay in submitting the annual 10-K.The company subsequently stated that they believe there will be no significant changes in the fiscal year 2024.The company later noted that there are no significant changes expected for the fiscal year 2024.
Last week, Super Micro amended its loan agreement with Cathay Bank.The application fields range from advanced AI agents, factories operated by robots, weather forecasting, cancer treatment, to contact with extraterrestrial life forms.As a result of this correction, the deadline for the company to submit annual financial statements has been extended.
Orders from Supermicro's customers have been transferred to other companies. Gigabyte and ASRock have seen an increase in new orders and inquiries from customers. According to supply chain sources, Gigabyte and ASRock have benefited from the transfer of orders from Supermicro, securing contracts with major customers like CoreWeave.
Based in Taiwan, Gigabyte has raised its server revenue forecasts for the fourth quarter and the full year. Additionally, the company is accelerating the introduction of liquid cooling technology to keep up with NVIDIA's rapid growth, as indicated in the report.
Meanwhile, ASRock, also based in Taiwan, has secured repeat orders from Super Micro's small and medium-sized customers, achieving record sales in the third quarter. The fourth quarter is expected to peak, with upward revisions to annual revenue and profit forecasts.
With NVIDIA's H200 shipments starting in the fourth quarter, ASRock joined the supply list for GB200 in the second half of 2025. The company is also planning to introduce liquid cooling products to support profit growth forecasts for 2025, as indicated in the report.
However, Supermicro's struggles are impacting the entire supply chain and could also affect important partners like Leadtek supported by Ablecom Technology and Compware Technology. According to the reports, dependence on Supermicro is raising concerns about Leadtek's AI market share and performance.
Ablecom and Compware, chaired by the brothers of Super Micro's chairman, have a close relationship with the company. Investments in Leadtek by both companies reportedly came as a result of Leadtek acquiring sales rights for Nvidia Quadro in China and establishing a local network. The potential impact of this investment on Leadtek remains unclear, as mentioned in the same reports.
Reports indicate that Orient Semiconductor Electronics, providing packaging and testing services to Super Micro, is also facing potential disruptions that could impact its operations.
Thermal management solutions supplier Aurus Technology and electronic component provider Argosy Research are also caught in this storm. Both companies are experiencing a decrease in orders, with the report indicating a potential impact on their position in the AI field.
According to the report, these companies, which are part of SuperMicro's supply chain, are carefully managing the situation amidst concerns about changing customer demands and revenues.
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