Smci are customers of Nvidia ,

Smci are customers of Nvidia , this article Is saying the other way round . Is this article ai generated validated ?

Nvidia Moves Super Micro Orders to Other Suppliers to Maintain Supply Chain Stability - Report

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

SirBahamut
11-05
SirBahamut
While you are right that SMCI are customers of Nvidia, Nvidia has a HUGE bargaining power over its customers; simply because demand is way higher than supply. Supply is so tight to the point Nvidia gets to allocate its gpu to whoever they want - be it SMCI, Dell, HPE, gigabyte, or even ODM such as Foxconn, Quanta, wiwynn etc.
so now since SMCI is failing, Nvidia just reallocate the AI chip intended for SMCI to other OEM. I dont see anything wrong.

And the origin of this article is from bloomberg
- Skysoul:
  Article too poorly written . Just need to say nvidia reallocate Smci preordered gpu . Also if the demand is so high that it outstrips s supply why would Smci risk selling to ascribed parties , and selling to point of destroying margins to6 % all the points given makes no sense . Bob Louing accusation is services margin realities to hardware , the profit may still be the same . if such a case cause all the destruction and fiasco then the ceo is really dumbass

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":367663174762528,"tweetId":"367663174762528","gmtCreate":1730776625573,"gmtModify":1730776630356,"author":{"id":4087913319322160,"idStr":"4087913319322160","authorId":4087913319322160,"authorIdStr":"4087913319322160","name":"Skysoul","avatar":"https://community-static.tradeup.com/news/05ee5fc56ed6316e2022e2bdcf350781","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>Smci are customers of Nvidia , this article Is saying the other way round . Is this article ai generated validated ?</p></body></html>","htmlText":"<html><head></head><body><p>Smci are customers of Nvidia , this article Is saying the other way round . Is this article ai generated validated ?</p></body></html>","text":"Smci are customers of Nvidia , this article Is saying the other way round . Is this article ai generated validated ?","highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":1,"favoriteSize":0,"link":"https://ttm.financial/post/367663174762528","repostId":2481335295,"repostType":2,"repost":{"id":"2481335295","pubTimestamp":1730771874,"share":"https://www.laohu8.com/m/news/2481335295?lang=&edition=full","pubTime":"2024-11-05 09:57","market":"fut","language":"en","title":"Nvidia Moves Super Micro Orders to Other Suppliers to Maintain Supply Chain Stability - Report","url":"https://stock-news.laohu8.com/highlight/detail?id=2481335295","media":"seekingalpha","summary":"$Nvidia(NVDA)$ is rerouting orders previously placed with $Super Micro Computer(SMCI)$ to other suppliers, to contain the disruption within the AI server industry, Digitimes reported.The move comes on","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> is rerouting orders previously placed with <a href=\"https://laohu8.com/S/SMCI\">Super Micro Computer</a> to other suppliers, to contain the disruption within the AI server industry, Digitimes reported.</p><p>The move comes on the heels of ongoing financial reporting challenges being faced by Super Micro. Reportedly, if the company does not submit its financial statements by Nov. 20, it risks another delisting, after having being delisted in 2018 for non-compliance in financial filing, the report added.</p><p>Nvidia has stepped in to manage the impact of Super Micro&#39;s challenges on the larger industry, aiming to stabilize the supply chain. The U.S. chip giant is redirecting Super Micro&#39;s client orders to other providers to limit the disruption within the AI server market, the report noted.</p><p>Shares of the Super Micro slumped over 45% last week, marking its worst week on record, after the auditor for the AI server maker resigned. Concerns about the company&#39;s financial statements came up in late August after Hindenburg Research issued a short report on the company. A day later, Super Micro then said it was delaying its annual 10-K filing. The company later noted that it does not expect any material changes to fiscal 2024.</p><p>Last week, Super Micro announced an amendment to its loan agreement with Cathay Bank which, among other things, extends the date by which the company is required to deliver its annual results.</p><p>Super Micro&#39;s client orders have been moved to other companies, with Gigabyte and ASRock seeing an increase in new orders and customer inquiries. Supply chain sources suggest that Gigabyte and ASRock have gained from Super Micro&#39;s rerouted orders, securing contracts with major clients like CoreWeave, the report added.</p><p>Taiwan-based Gigabyte has raised its fourth-quarter and annual server revenue forecasts. The company is also speeding up its deployment of liquid cooling technology to match Nvidia&#39;s rapid growth, the report noted.</p><p>Meanwhile, ASRock, which is also based in Taiwan, has gained redirected orders from Super Micro&#39;s small and mid-sized clients, setting a record for third-quarter revenue. The fourth quarter is anticipated to peak, with annual revenue and profit guidance revised upward, according to the report.</p><p>With Nvidia&#39;s H200 shipments starting in the fourth quarter, ASRock has joined the supply list for GB200 in the second half of 2025. The company also intends to unveil liquid cooling products, supporting profit growth forcast for 2025, the report noted.</p><p>However, Super Micro&#39;s woes has potentially sent shockwaves through its supply chain, affecting vital partners such as Leadtek, backed by Ablecom Technology and Compuware Technology. This reliance on Supermicro has raised concerns over Leadtek&#39;s AI market share and performance, as per the report.</p><p>Ablecom and Compuware, whose chairmen are siblings of Super Micro&#39;s chairman, have close relations with the company. Their investment in Leadtek was reportedly steered by Leadtek&#39;s Nvidia Quadro distribution rights in China and its local network. The potential impact of this investment on Leadtek is not clear, the report added.</p><p>Orient Semiconductor Electronics, which provides packaging and testing services to Super Micro, also faces potential disruptions impacting its operations, the report stated.</p><p>Thermal management solutions supplier Auras Technology and electronic parts provider Argosy Research have also been caught in the storm. Both companies have seen reduced orders, which could affect their standing in the AI sector, the report noted.</p><p>These companies, which are part of Super Micro&#39;s supply chain, are cautiously managing the situation amid shifting client demands and revenue concerns, the report added.</p></body></html>","source":"seekingalpha_trending_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Moves Super Micro Orders to Other Suppliers to Maintain Supply Chain Stability - Report</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Moves Super Micro Orders to Other Suppliers to Maintain Supply Chain Stability - Report\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-05 09:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4242432-nvidia-moves-super-micro-orders-to-other-suppliers-to-maintain-supply-chain-stability><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia is rerouting orders previously placed with Super Micro Computer to other suppliers, to contain the disruption within the AI server industry, Digitimes reported.The move comes on the heels of ...</p>\n\n<a href=\"https://seekingalpha.com/news/4242432-nvidia-moves-super-micro-orders-to-other-suppliers-to-maintain-supply-chain-stability\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","BK4549":"软银资本持仓","BK4548":"巴美列捷福持仓","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4529":"IDC概念","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","SMCI":"超微电脑","BK4532":"文艺复兴科技持仓","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","NVDA":"英伟达","BK4554":"元宇宙及AR概念","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","BK4592":"伊斯兰概念","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","BK4543":"AI","BK4527":"明星科技股","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","BK4579":"人工智能","BK4141":"半导体产品","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC"},"source_url":"https://seekingalpha.com/news/4242432-nvidia-moves-super-micro-orders-to-other-suppliers-to-maintain-supply-chain-stability","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2481335295","content_text":"Nvidia is rerouting orders previously placed with Super Micro Computer to other suppliers, to contain the disruption within the AI server industry, Digitimes reported.The move comes on the heels of ongoing financial reporting challenges being faced by Super Micro. Reportedly, if the company does not submit its financial statements by Nov. 20, it risks another delisting, after having being delisted in 2018 for non-compliance in financial filing, the report added.Nvidia has stepped in to manage the impact of Super Micro's challenges on the larger industry, aiming to stabilize the supply chain. The U.S. chip giant is redirecting Super Micro's client orders to other providers to limit the disruption within the AI server market, the report noted.Shares of the Super Micro slumped over 45% last week, marking its worst week on record, after the auditor for the AI server maker resigned. Concerns about the company's financial statements came up in late August after Hindenburg Research issued a short report on the company. A day later, Super Micro then said it was delaying its annual 10-K filing. The company later noted that it does not expect any material changes to fiscal 2024.Last week, Super Micro announced an amendment to its loan agreement with Cathay Bank which, among other things, extends the date by which the company is required to deliver its annual results.Super Micro's client orders have been moved to other companies, with Gigabyte and ASRock seeing an increase in new orders and customer inquiries. Supply chain sources suggest that Gigabyte and ASRock have gained from Super Micro's rerouted orders, securing contracts with major clients like CoreWeave, the report added.Taiwan-based Gigabyte has raised its fourth-quarter and annual server revenue forecasts. The company is also speeding up its deployment of liquid cooling technology to match Nvidia's rapid growth, the report noted.Meanwhile, ASRock, which is also based in Taiwan, has gained redirected orders from Super Micro's small and mid-sized clients, setting a record for third-quarter revenue. The fourth quarter is anticipated to peak, with annual revenue and profit guidance revised upward, according to the report.With Nvidia's H200 shipments starting in the fourth quarter, ASRock has joined the supply list for GB200 in the second half of 2025. The company also intends to unveil liquid cooling products, supporting profit growth forcast for 2025, the report noted.However, Super Micro's woes has potentially sent shockwaves through its supply chain, affecting vital partners such as Leadtek, backed by Ablecom Technology and Compuware Technology. This reliance on Supermicro has raised concerns over Leadtek's AI market share and performance, as per the report.Ablecom and Compuware, whose chairmen are siblings of Super Micro's chairman, have close relations with the company. Their investment in Leadtek was reportedly steered by Leadtek's Nvidia Quadro distribution rights in China and its local network. The potential impact of this investment on Leadtek is not clear, the report added.Orient Semiconductor Electronics, which provides packaging and testing services to Super Micro, also faces potential disruptions impacting its operations, the report stated.Thermal management solutions supplier Auras Technology and electronic parts provider Argosy Research have also been caught in the storm. Both companies have seen reduced orders, which could affect their standing in the AI sector, the report noted.These companies, which are part of Super Micro's supply chain, are cautiously managing the situation amid shifting client demands and revenue concerns, the report added.","news_type":1},"isVote":1,"tweetType":1,"viewCount":260,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":95,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":367759471566904,"commentId":"367759471566904","gmtCreate":1730802778184,"gmtModify":1730802783466,"authorId":3581734227956830,"author":{"id":3581734227956830,"idStr":"3581734227956830","authorId":3581734227956830,"name":"SirBahamut","avatar":"https://community-static.tradeup.com/news/bfb00d5085e2ed1685d99f51539c6bb1","vip":1,"currentWearingBadge":{"badgeId":"c4ee29b388ff41cc8462b3b7ea00d1e2-1","templateUuid":"c4ee29b388ff41cc8462b3b7ea00d1e2","name":"Monthly Top Contributor","description":"Top 3 Contributors with the most and best Editor's Picks every month","bigImgUrl":"https://static.tigerbbs.com/b0cad6192443c33dca826a001250fbd4","smallImgUrl":"https://static.tigerbbs.com/5ccd98c646815ce7610b0df338e060cc","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/TW/9000980585","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.11.07","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":2003},"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":367663174762528,"objectIdStr":"367663174762528","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"While you are right that SMCI are customers of Nvidia, Nvidia has a HUGE bargaining power over its customers; simply because demand is way higher than supply. Supply is so tight to the point Nvidia gets to allocate its gpu to whoever they want - be it SMCI, Dell, HPE, gigabyte, or even ODM such as Foxconn, Quanta, wiwynn etc. \n<br>so now since SMCI is failing, Nvidia just reallocate the AI chip intended for SMCI to other OEM. I dont see anything wrong.\n<br><br>\n<br>And the origin of this article is from bloomberg","text":"While you are right that SMCI are customers of Nvidia, Nvidia has a HUGE bargaining power over its customers; simply because demand is way higher than supply. Supply is so tight to the point Nvidia gets to allocate its gpu to whoever they want - be it SMCI, Dell, HPE, gigabyte, or even ODM such as Foxconn, Quanta, wiwynn etc. \n<br>so now since SMCI is failing, Nvidia just reallocate the AI chip intended for SMCI to other OEM. I dont see anything wrong.\n<br><br>\n<br>And the origin of this article is from bloomberg","html":"While you are right that SMCI are customers of Nvidia, Nvidia has a HUGE bargaining power over its customers; simply because demand is way higher than supply. Supply is so tight to the point Nvidia gets to allocate its gpu to whoever they want - be it SMCI, Dell, HPE, gigabyte, or even ODM such as Foxconn, Quanta, wiwynn etc. \n<br>so now since SMCI is failing, Nvidia just reallocate the AI chip intended for SMCI to other OEM. I dont see anything wrong.\n<br><br>\n<br>And the origin of this article is from bloomberg","likeSize":1,"commentSize":1,"subComments":[{"id":367812264157392,"commentId":"367812264157392","gmtCreate":1730815762819,"gmtModify":1730816104488,"authorId":4087913319322160,"author":{"id":4087913319322160,"idStr":"4087913319322160","authorId":4087913319322160,"name":"Skysoul","avatar":"https://community-static.tradeup.com/news/05ee5fc56ed6316e2022e2bdcf350781","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":367663174762528,"objectIdStr":"367663174762528","type":1,"supId":367759471566904,"supIdStr":"367759471566904","prevId":0,"prevIdStr":"0","content":"Article too poorly written . Just need to say nvidia reallocate Smci preordered gpu . Also if the demand is so  high that it outstrips s supply why would Smci risk selling to ascribed parties , and selling to point of destroying margins to6 %  all the points given makes no sense . Bob Louing accusation is services margin realities to hardware , the profit may still be the same . if such a case cause all the destruction and fiasco then the ceo is really dumbass ","text":"Article too poorly written . Just need to say nvidia reallocate Smci preordered gpu . Also if the demand is so  high that it outstrips s supply why would Smci risk selling to ascribed parties , and selling to point of destroying margins to6 %  all the points given makes no sense . Bob Louing accusation is services margin realities to hardware , the profit may still be the same . if such a case cause all the destruction and fiasco then the ceo is really dumbass ","html":"Article too poorly written . Just need to say nvidia reallocate Smci preordered gpu . Also if the demand is so  high that it outstrips s supply why would Smci risk selling to ascribed parties , and selling to point of destroying margins to6 %  all the points given makes no sense . Bob Louing accusation is services margin realities to hardware , the profit may still be the same . if such a case cause all the destruction and fiasco then the ceo is really dumbass "}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/367663174762528"}