Super Micro Gets Swept Up in Spreading Nvidia Scandal. Says Megaspeed Was “Never a Customer”

Resumen detallado

Super Micro insists the company at the center of a Manhattan probe never bought its servers. Yet investigators are asking how its hardware reached China, and Singapore disputes how cooperative the company really was.

Super Micro Computer (NASDAQ:SMCI) is now answering questions tied to the Megaspeed export-control scandal that has also drawn examination to NVIDIA (NASDAQ:NVDA). The company denies any customer relationship. "Megaspeed is not, and has never been, a Supermicro customer," a Super Micro spokesperson told Fortune on November 13.

The denial matters because Super Micro builds the servers that carry NVIDIA's GPUs. The U.S. Attorney's Office in Manhattan is reportedly examining whether entities linked to Alice Huang, a former top Megaspeed executive, helped smuggle Super Micro hardware with NVIDIA GPUs into China, according to Fortune. Super Micro and NVIDIA both remain uncharged.

The company said it "has been responsive to inquiries and has fully cooperated with U.S. and Taiwanese officials, while also voluntarily providing information and engaging with all requests from Singapore authorities to date." Singapore's Ministry of Home Affairs said it received only "limited cooperation" and first raised the matter with U.S. authorities on July 7, 2025.

Shares closed at $26.865, down 6.07% over the past week and 23.44% over the past month. NVIDIA fell 12.75% in a week to $162.85.

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In March, Super Micro co-founder Yih-Shyan "Wally" Liaw and two others were charged with allegedly routing about $2.5 billion in servers with NVIDIA H200 and B200 GPUs into China through a Southeast Asian front company. Liaw pleaded not guilty, and his trial is set for March 2027. Super Micro says it was a victim and that an internal investigation found no evidence current senior management knew of the scheme. That case is separate from the Manhattan inquiry.

Super Micro's own earnings release already warned that its…

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