5 ms·

Super Micro Computer Investors Look for Exits

41 points by malindasp 6mo ago

deleted 6mo ago
[deleted]
gsmiznith 6mo ago
Buying BTC at 110%+ of value was never a good idea.
- ageitgey 6mo ago
  I think you might be mixing up Super Micro Computer and MicroStrategy. They are different crazy companies (crazy for different reasons).
oldnetguy 6mo ago
I would think HP or Dell could buy this but given what they did it would require to much. The company should die and the employees that contributed to this should be in jail..
- protocolture 6mo ago
  What justification is there for employee jail time?
  - b112 6mo ago
    contributed to this If you're helping break federal law and you know about it, you should go to jail. That's what I presume the "contributed to this" meant, this=this crime
    - pqtyw 6mo ago
      Some extreme double standards? Unless you think there is some reason why those running that same federal government are free to commit any type of federal crimes they wish with no repercussions...
      - b112 6mo ago
        Your assertion is that we should stop enforcing all laws? Or only this specific crime? Why this crime, and not others? If it's because you don't "like" this law, then aren't you Mr Double Standards, not I? Aren't I saying "it's a law, enforce it" and aren't you saying "We need a separate standard for laws I personally don't like"? Are you traveling around the country, uttering this at all court actions? Or do you just lambast random people on the internet, for random laws? I'm not interested in your country's weird left/right, team player, inane politics. Injecting politics into every conversation is literally what's wrong with your country.
        pqtyw 6mo ago
        No, laws should be imposed top to bottom. If those at the top who are making the laws can do absolutely anything with no repercussions while everyone else is punished that severely decreases the trust anyone has in the system and weakens it long-term. Also an extreme misallocation of resources, maybe you should not prioritize the people who are. > then aren't you Mr Double Standards, not I? Aren't I saying "it's a law, enforce it" and aren't you saying Nope, rather just not impose it arbitrarily and only punish the people who haven't paid off the right set of politicians. > Injecting politics into every conversation This is an inherently political topic, though?
  - michaelt 6mo ago
    > Supermicro Co-Founder Indicted in $2.5 Billion Nvidia GPU Smuggling Scheme > On Thursday, the Justice Department announced it had indicted 71-year-old co-founder Wally Liaw, along with a Supermicro sales manager in Taiwan, Ruei-Tsang "Steven" Chang, and a contractor Ting-Wei "Willy" Sun for conspiring to smuggle the GPUs starting in 2024. https://www.pcmag.com/news/co-founder-of-us-server-maker-indicted-for-smuggling-nvidia-gpus-to-china https://www.pcmag.com/news/co-founder-of-us-server-maker-ind... > Prosecutors allege that Mr Liaw used brokers to order servers containing advanced Nvidia chips on behalf of a “pass-through” entity in South-East Asia; many were assembled in America and shipped to that entity, then repackaged in unmarked boxes and sent on to China. To fool customs inspectors, those involved allegedly created thousands of “dummy” servers to sit in the warehouses where the buyer claimed to store the equipment. https://www.economist.com/business/2026/03/26/a-new-case-of-chip-smuggling-shows-the-limits-of-export-controls https://www.economist.com/business/2026/03/26/a-new-case-of-... The good news jail time for a founder is sounding quite possible.
    - protocolture 6mo ago
      Microchip salesman indicted for selling microchips. What a weird country.
      - charcircuit 6mo ago
        It's no weirder than drug dealer being indicated for selling a controlled substance.
        protocolture 6mo ago
        Its closer to "food seller, indicted for selling otherwise legal food to people the government randomly decided are unable to eat"
        deburo 6mo ago
        It's not at all a similar analogy, and you know it. China is a threat. I assume you personally don't care about it, but it is in our interests that it does not dominate the AI industry.
Eufrat 6mo ago
Liaw is family and it is not possible for a company like this to separate family from company interests. He is clearly unwilling to change, so, Super Micro is just going to die a painful death.
- SoftTalker 6mo ago
  Their hardware is garbage; nothing of value will be lost.
  - adrian_b 6mo ago
    Their products had some problems, e.g. buggy BIOS/firmware, but they were not that bad. I have 9-year old servers assembled with SuperMicro motherboards that continue to work fine. If they disappear, something of value will be lost, because during the last decade, approximately since the launch of the Intel Skylake Server CPUs, when there was a big jump in price for server hardware, every year there are fewer and fewer options available for the purchasers of server hardware who are individuals or small businesses, who do not want to pay 5-digit prices for a server. Unlike a decade ago, nowadays the retail prices for most server components have become ridiculously higher in comparison with the heavily discounted prices paid by big companies, so many shops that were selling server hardware to low-volume customers have closed, because those can no longer afford the new prices. The disappearance of SuperMicro will make even harder to find server hardware at retail.
    - SoftTalker 6mo ago
      Their stuff works, sometimes for years. Sometimes it's flaky out of the box. You never quite know what you're going to get. Their quality control and build quality is IMO poor.
josefritzishere 6mo ago
Super Micro will be fine. Felony charges are trendy with US CEOs these days.
- mcs5280 6mo ago
  The next Secretary of Everything's Computer
duk3luk3 6mo ago
> Super Micro Computer has its investors looking for exits with the recent self-inflicted wounds by the company, despite soaring sales. > ... > Shares of Super Micro were up as much as 5.4% on Tuesday. Huh?
- kube-system 6mo ago
  It might seem backwards at first glance but this is very common. There's a saying "buy the rumor, sell the news". The big market moves are made before the news is ever announced... Supermicro tanked a third of their value 11 days ago. The people with billions of dollars in the market know what is happening with their portfolio companies before it is announced, they're not waiting around for newspaper to say something. Newspapers are for us nobodies at home. If you've got billions to play with, you can get your own high-quality primary sources of information that are better and faster.
- nodesocket 6mo ago
  Actually closed the day up 8.14%. (Disclosure I'm a shareholder and continuing to hold. Bought more when it was down 30% in a single day). These media storms almost always fade and assuming sales and profits continue will rebound. Not financial advice.

41 points by malindasp 6mo ago

deleted 6mo ago

[deleted]

gsmiznith 6mo ago

Buying BTC at 110%+ of value was never a good idea.

ageitgey 6mo ago
I think you might be mixing up Super Micro Computer and MicroStrategy. They are different crazy companies (crazy for different reasons).

oldnetguy 6mo ago

I would think HP or Dell could buy this but given what they did it would require to much. The company should die and the employees that contributed to this should be in jail..

protocolture 6mo ago
What justification is there for employee jail time?
- b112 6mo ago
  contributed to this If you're helping break federal law and you know about it, you should go to jail. That's what I presume the "contributed to this" meant, this=this crime
  - pqtyw 6mo ago
    Some extreme double standards? Unless you think there is some reason why those running that same federal government are free to commit any type of federal crimes they wish with no repercussions...
    - b112 6mo ago
      Your assertion is that we should stop enforcing all laws? Or only this specific crime? Why this crime, and not others? If it's because you don't "like" this law, then aren't you Mr Double Standards, not I? Aren't I saying "it's a law, enforce it" and aren't you saying "We need a separate standard for laws I personally don't like"? Are you traveling around the country, uttering this at all court actions? Or do you just lambast random people on the internet, for random laws? I'm not interested in your country's weird left/right, team player, inane politics. Injecting politics into every conversation is literally what's wrong with your country.
      - pqtyw 6mo ago
        No, laws should be imposed top to bottom. If those at the top who are making the laws can do absolutely anything with no repercussions while everyone else is punished that severely decreases the trust anyone has in the system and weakens it long-term. Also an extreme misallocation of resources, maybe you should not prioritize the people who are. > then aren't you Mr Double Standards, not I? Aren't I saying "it's a law, enforce it" and aren't you saying Nope, rather just not impose it arbitrarily and only punish the people who haven't paid off the right set of politicians. > Injecting politics into every conversation This is an inherently political topic, though?
- michaelt 6mo ago
  > Supermicro Co-Founder Indicted in $2.5 Billion Nvidia GPU Smuggling Scheme > On Thursday, the Justice Department announced it had indicted 71-year-old co-founder Wally Liaw, along with a Supermicro sales manager in Taiwan, Ruei-Tsang "Steven" Chang, and a contractor Ting-Wei "Willy" Sun for conspiring to smuggle the GPUs starting in 2024. https://www.pcmag.com/news/co-founder-of-us-server-maker-indicted-for-smuggling-nvidia-gpus-to-china https://www.pcmag.com/news/co-founder-of-us-server-maker-ind... > Prosecutors allege that Mr Liaw used brokers to order servers containing advanced Nvidia chips on behalf of a “pass-through” entity in South-East Asia; many were assembled in America and shipped to that entity, then repackaged in unmarked boxes and sent on to China. To fool customs inspectors, those involved allegedly created thousands of “dummy” servers to sit in the warehouses where the buyer claimed to store the equipment. https://www.economist.com/business/2026/03/26/a-new-case-of-chip-smuggling-shows-the-limits-of-export-controls https://www.economist.com/business/2026/03/26/a-new-case-of-... The good news jail time for a founder is sounding quite possible.
  - protocolture 6mo ago
    Microchip salesman indicted for selling microchips. What a weird country.
    - charcircuit 6mo ago
      It's no weirder than drug dealer being indicated for selling a controlled substance.
      - protocolture 6mo ago
        Its closer to "food seller, indicted for selling otherwise legal food to people the government randomly decided are unable to eat"
        deburo 6mo ago
        It's not at all a similar analogy, and you know it. China is a threat. I assume you personally don't care about it, but it is in our interests that it does not dominate the AI industry.

Eufrat 6mo ago

Liaw is family and it is not possible for a company like this to separate family from company interests. He is clearly unwilling to change, so, Super Micro is just going to die a painful death.

SoftTalker 6mo ago
Their hardware is garbage; nothing of value will be lost.
- adrian_b 6mo ago
  Their products had some problems, e.g. buggy BIOS/firmware, but they were not that bad. I have 9-year old servers assembled with SuperMicro motherboards that continue to work fine. If they disappear, something of value will be lost, because during the last decade, approximately since the launch of the Intel Skylake Server CPUs, when there was a big jump in price for server hardware, every year there are fewer and fewer options available for the purchasers of server hardware who are individuals or small businesses, who do not want to pay 5-digit prices for a server. Unlike a decade ago, nowadays the retail prices for most server components have become ridiculously higher in comparison with the heavily discounted prices paid by big companies, so many shops that were selling server hardware to low-volume customers have closed, because those can no longer afford the new prices. The disappearance of SuperMicro will make even harder to find server hardware at retail.
  - SoftTalker 6mo ago
    Their stuff works, sometimes for years. Sometimes it's flaky out of the box. You never quite know what you're going to get. Their quality control and build quality is IMO poor.

josefritzishere 6mo ago

Super Micro will be fine. Felony charges are trendy with US CEOs these days.

mcs5280 6mo ago
The next Secretary of Everything's Computer

duk3luk3 6mo ago

> Super Micro Computer has its investors looking for exits with the recent self-inflicted wounds by the company, despite soaring sales. > ... > Shares of Super Micro were up as much as 5.4% on Tuesday. Huh?

kube-system 6mo ago
It might seem backwards at first glance but this is very common. There's a saying "buy the rumor, sell the news". The big market moves are made before the news is ever announced... Supermicro tanked a third of their value 11 days ago. The people with billions of dollars in the market know what is happening with their portfolio companies before it is announced, they're not waiting around for newspaper to say something. Newspapers are for us nobodies at home. If you've got billions to play with, you can get your own high-quality primary sources of information that are better and faster.
nodesocket 6mo ago
Actually closed the day up 8.14%. (Disclosure I'm a shareholder and continuing to hold. Bought more when it was down 30% in a single day). These media storms almost always fade and assuming sales and profits continue will rebound. Not financial advice.