Well the big difference is it's reasonable to assume a Mainland Chinese company could get banned or sanctioned in some manner. Now just to be fair, from what I

Well the big difference is it's reasonable to assume a Mainland Chinese company could get banned or sanctioned in some manner. Now just to be fair, from what I read, there was a lot of Super Micro drama going on beforehand which likely magnified the pessimism. Btw if you search for 'supermicro "is a chinese"' you will find some people that do think that.