Will Super Micro Computer's Smuggling Scandal Hurt Its Critical Ties With Nvidia? One Expert Says The Fallout May Not Be So Simple

Benzinga_recent_news04-06 21:39

Sachin Ohal, CTO at International Systems Technologies, told Fortune that Nvidia's reputation won't affect chip sales, and Supermicro customers' vendor choices are separate from the ongoing smuggling ...

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One Expert Says The Fallout May Not Be So Simple\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-06 21:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/markets/tech/26/04/51657303/will-super-micro-computers-smuggling-scandal-hurt-its-critical-ties-with-nvidia-one-expert-says-the-fallout-may-not-be-so-simple><strong>Benzinga_recent_news</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Sachin Ohal, CTO at International Systems Technologies, told Fortune that Nvidia's reputation won't affect chip sales, and Supermicro customers' vendor choices are separate from the ongoing smuggling ...</p>\n\n<a href=\"https://www.benzinga.com/markets/tech/26/04/51657303/will-super-micro-computers-smuggling-scandal-hurt-its-critical-ties-with-nvidia-one-expert-says-the-fallout-may-not-be-so-simple\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":null,"symbol_name":null,"start_time":0,"source_url":"https://www.benzinga.com/markets/tech/26/04/51657303/will-super-micro-computers-smuggling-scandal-hurt-its-critical-ties-with-nvidia-one-expert-says-the-fallout-may-not-be-so-simple","article_id":"2625167477","we_media_id":null,"thumbnails":["https://cdn.benzinga.com/files/images/story/2026/04/06/Jensen-Huang-Nvidias-Founder--President-.jpeg?optimize=medium&dpr=2&auto=webp&width=240"],"rights":{"source":"benzinga_recent_news","url":"https://www.benzinga.com/markets/tech/26/04/51657303/will-super-micro-computers-smuggling-scandal-hurt-its-critical-ties-with-nvidia-one-expert-says-the-fallout-may-not-be-so-simple","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2625167477","pubTimestamp":1775482740,"columns":[],"sourceInfo":{"source_id":"benzinga_recent_news","name":"Benzinga"},"weMediaInfo":null,"summary":"The ongoing scandal involving Supermicro Inc. (NASDAQ: SMCI) poses a significant challenge to its longstanding partnership with Nvidia (NASDAQ: NVDA), but the impact may not be too harsh, says one expert.","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":[],"viewcount":null,"language":"en","relate_stocks":{},"translate_title":"超微计算机的走私丑闻会损害其与英伟达的重要关系吗？一位专家表示，后果可能没那么简单","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/4ce98f6d3dcf8efb79df722ffc51cd49","symbols_score_info":{"SMCZ":0.6,"2NVD.UK":0.6,"NVDW":0.6,"NVDY":0.6,"NVD2.UK":0.6,"SMYY":0.6,"SMCC":0.6,"NVD3.UK":0.6,"AMZN":0.6,"NVDO":0.6,"3NVD.UK":0.6,"NVDX":0.6,"NVDD":0.6,"TSLA":0.6,"ANV":0.6,"NVII":0.6,"SMCL":0.6,"NVD":0.6,"MSFT":0.6,"NVDB":0.6,"NVDA":1.89,"NVDQ":0.6,"NVDG":0.6,"SNVD.UK":0.6,"DIPS":0.6,"SMCY":0.6,"GOOG":0.6,"AAPL":0.6,"NVDS.UK":0.6,"SMCX":0.6,"SMCI":1.97,"NVDL":0.6,"META":0.6,"NVDS":0.6,"NVDU":0.6,"NVIW.SI":0.6},"content_text":"Sachin Ohal, CTO at International Systems Technologies, told Fortune that Nvidia's reputation won't affect chip sales, and Supermicro customers' vendor choices are separate from the ongoing smuggling allegations.\nCustomers leaving Supermicro face a 3–6 month transition involving board-level vendor reviews, cybersecurity and data center assessments, brand risk analysis, and account management, with funding required for a qualified replacement vendor, Ohal said. \nSupermicro's close-knit network of related companies, led by CEO Charles Liang's brothers, gives it a competitive edge by enabling rapid adaptation to regulatory or tech changes. \nThis embedded structure allows Supermicro to handle critical hardware infrastructure, like chassis and power distribution, so partners like Nvidia can focus on software and chips, making the company highly responsive and indispensable in the data center ecosystem.\n\"The business reality is that it is not easy to decouple or just leave,\" Ohal said. \nNvidia and SuperMicro did not immediately respond to Benzinga’s request for comment. \nLiaw pleaded not guilty and was released on a $5 million bond. CEO Charles Liang distanced himself from the actions of these individuals and labeled Supermicro as a “victim” that was misled by deceptive schemes targeting both federal authorities and the company's compliance team.\nBernstein analysts say that the scandal has led to “serious credibility issues” for Supermicro. The potential loss of Nvidia’s GPUs could have a “devastating impact” on Supermicro’s business. Meanwhile, Mehdi Hosseini, a senior tech analyst at Susquehanna, has called for the removal of Liang and the entire Supermicro board.\nBenzinga's Edge Rankings place SMCI in the 98th percentile for quality and the 88th percentile for value, reflecting its strong performance in both areas. Benzinga’s screener allows you to compare SMCI’s performance with its peers.\nPrice Action: On a year-to-date basis, SMCI stock plunged 25%, while Nvidia fell 6.07%, as per data from Benzinga Pro. \nDisclaimer: This content was partially produced with the help of AI tools and was reviewed and published by a Benzinga editor.\nImage via Shutterstock\nTo add Benzinga News as your preferred source on Google, click here.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.39.0","shortVersion":"4.39.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2625167477","isCrawlerRequest":true}