Four employees at Super Micro’s Taiwan unit were questioned in a probe into alleged illegal exports of advanced AI servers with Nvidia GPUs, prompting an open letter clarifying the company isn’t under investigation and has cooperated for months. Shares slid as investors shifted to Google during July’s AI infrastructure rotation.
Taiwanese authorities questioned four employees at Super Micro’s local unit over suspected illegal exports of advanced AI servers containing Nvidia GPUs. The probe centers on whether these shipments violated Taiwan’s export regulations for high-performance computing hardware.
Super Micro issued an open letter stating it is not a target of the investigation and has been fully cooperating with Taiwanese authorities for several months. Management emphasized ongoing compliance with export laws and reassured customers and partners.
SMCI shares declined after the probe news, reflecting investor concern over potential supply disruptions and regulatory risks. The sell-off coincided with a broader AI infrastructure rotation that saw investors increase stakes in Google during July.
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