Taiwan prosecutors detained three people for allegedly falsifying export documents to smuggle Nvidia AI chips aboard Super Micro servers, seizing 50 units and revealing a Japan-to-China diversion route. Super Micro’s Q3 revenue rose 123% YoY, EPS jumped 171% and EBITDA margins expanded; FY2026 guidance implies 80% growth despite pressures.
Taiwan prosecutors have detained three people accused of falsifying export documents to ship Nvidia AI chips within Super Micro servers, leading to the seizure of 50 units and uncovering a smuggling route through Japan to China. This marks Taiwan’s first public enforcement action against AI-chip diversion involving Super Micro hardware, potentially exposing the company to heightened regulatory scrutiny and reputational risks under US export-control regimes.
Super Micro posted a 123% year-over-year increase in Q3 revenue, saw adjusted EPS climb 171%, and achieved higher EBITDA margins. It lowered FY2026 revenue guidance to imply roughly 80% growth, citing margin pressures in the fourth quarter, yet underscores continued AI-driven demand and capacity expansion as key drivers of its long-term outlook.
