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Super Micro Computer, Inc.

SMCIintermediary

Super Micro Computer is a leading provider of high-density AI server systems optimized for NVIDIA GPU deployments. Its flexible build-to-order model and liquid cooling expertise position it as a preferred infrastructure partner for AI hyperscaler buildouts.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($14.9B)

Static data (loading live financials…)

Server & Storage Systems (88%)
Subsystems & Accessories (8%)
Services (4%)

Segment Breakdown & Key Customers

Product Details

AI GPU Servers (NVIDIA H/B Series)55%

High-density server systems integrating NVIDIA H100, H200, and Blackwell GPUs for AI training clusters

All-Flash Storage Servers18%

NVMe-optimized storage arrays and compute nodes for AI inference and data lakes

Liquid-Cooled AI Rack Systems15%

Direct liquid cooling (DLC) rack-scale solutions for hyperscale AI data centers

Enterprise & Edge Servers12%

Standard rack, blade, and tower servers for enterprise and edge deployments

Supply Chain Relationships

Key Suppliers

NVIDIA Corporation

NVIDIA GPUs integrated into SMCI server platforms

Impact: Critical — NVIDIA GPU is core product differentiator

Freeport-McMoRan Inc.

Copper for server boards, power delivery, and rack wiring

Impact: Medium — infrastructure-scale copper demand

Competitors

Dell Technologies Inc.

AI server market share at hyperscalers and enterprises

Impact: High — Dell PowerEdge vs SMCI in AI workloads

Macro & Market Context

반도체Sector News

WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입

TSMC 가동률

92%+

HBM 수요 성장

+180% YoY

WFE 시장 규모

$105B (2026E)

리드타임 (장비)

18~24개월

Upcoming Catalysts

◆TSMC Q2 실적 (2026.04.17)◆NVIDIA GB300 양산 착수 발표◆AMAT/LRCX/KLAC 실적 시즌 (2026.05)

Supply Chain Issues

⚠ 공급 차질회계 재작성·감사 지연 — 투자자 신뢰 회복 과제
2026-04

외부 감사인 Ernst & Young 사임 후 BDO로 교체. 2025 회계연도 재무제표 재작성 완료 및 나스닥 상장 유지 확인. 감독 리스크 프리미엄 지속.

↑ 생산 확대NVIDIA Blackwell GB200 NVL72 랙 독점 공급 확대
2026-03

SMCI 직접 액체냉각(DLC) 랙 시스템에 NVIDIA GB200 NVL72 탑재 버전 양산 개시. 마이크로소프트·CoreWeave 초도 물량 $3.2B 수주.

⚡ 리스크Dell·HPE 경쟁 심화 — AI 서버 마진 압박
2026-02

Dell PowerEdge AI 및 HPE ProLiant 가격 인하 공세로 SMCI 평균 판매단가 2026Q1 -4% 하락. 고마진 DLC 특화 제품 비중 확대 전략으로 대응.

Institutional Signals

InstitutionActionValueQuarterFiling Date
BlackRockaccumulating$56M2024.062024-08-13↑
BlackRockaccumulating$32M2024.062024-08-13↑
BlackRockaccumulating$25M2024.062024-08-13↑
BlackRockreducing$2M2024.062024-08-13↓
BlackRockreducing$6M2024.062024-08-13↓
BlackRockaccumulating$95M2024.062024-08-13↑
BlackRockaccumulating$45M2024.062024-08-13↑
BlackRockaccumulating$1.6B2024.062024-08-13↑
BlackRockaccumulating$899M2024.062024-08-13↑
BlackRockaccumulating$81M2024.062024-08-13↑
BlackRockaccumulating$22M2024.062024-08-13↑
BlackRockaccumulating$28M2024.062024-08-13↑
BlackRockaccumulating$50M2024.062024-08-13↑
BlackRockaccumulating$277M2024.062024-08-13↑
BlackRockreducing$10M2024.062024-08-13↓
BlackRockaccumulating$45M2024.062024-08-13↑
BlackRockreducing$4M2024.062024-08-13↓
BlackRockreducing$2M2024.062024-08-13↓
BlackRockreducing$31K2024.062024-08-13↓
BlackRockaccumulating$34M2024.062024-08-13↑

Institutional Ownership

13F basis · Q1 2026
InstitutionChangeOwnership %Prev. QuarterSharesValueSEC
Renaissance TechnologiesNew Position1.80%—4.2M shares$580M13F
VanguardIncreased3.70%—8.7M shares$1,200M13F
CitadelIncreased1.30%—3.1M shares$420M13F
Total tracked ownership: 6.80%Total value: $2,200MBased on SEC EDGAR 13F-HR · 45-day reporting delay

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AI Analysis

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Company Info

Headquarters

San Jose, California, USA

Founded

1993

Employees

6,500+

News Gap Score

Gap Score76
Low GapHigh Gap

IB Activity

82

Media Score

18

Sector Overview — 반도체

Sector News

WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입

TSMC 가동률

92%+

HBM 수요 성장

+180% YoY

WFE 시장 규모

$105B (2026E)

리드타임 (장비)

18~24개월

Key Themes

  • •AI 가속기(H100/B200) 수요 공급 불균형 지속
  • •Gate-All-Around 공정 전환 → 장비 교체 사이클
  • •HBM3e/HBM4 양산 경쟁 — SK하이닉스·마이크론·삼성

Upcoming Catalysts

  • ◆TSMC Q2 실적 (2026.04.17)
  • ◆NVIDIA GB300 양산 착수 발표