Scrutica
Where Super Micro Computer, Inc. sits in the compute supply chain — geographic revenue split, segment mix, capex / FCF / buyback history, and industry placement — sourced from licensed-database extracts and SEC EDGAR, joined to the supply-chain graph through the industry classification.
Dollar flows are annual figures from the fiscal year labelled on the row — SEC segment and >10%-customer disclosures, re-derived company disclosures, or a licensed supply-chain database; per-row source and authority tier on hover. A row without a year means the source does not state the period. Disclosures older than 5 years are tagged historical and ordered below current rows — they are kept as evidence of what was disclosed then, not as evidence of a present relationship, and the counterparty may since have been acquired or dissolved. The 3-month Pearson r comes from a licensed supply-chain database; correlation is a coupling proxy — shared market sensitivity, not a causal channel. Sole-source edges are flagged inline.
The substrates above join to the platform's analytical surfaces. Each link carries Super Micro Computer, Inc.'s own numbers into the tool that acts on them.
63 upstream · 103 downstream — the interactive graph opens with Super Micro Computer, Inc. selected. The cascade simulator propagates seed disruptions across this same edge set, weighted by the curator's substitutability assessment.
Facilities, sovereign-AI programs, export-control posture, and the announced-versus-deployed reality gap for the country.
Licensed sources do reach Super Micro Computer, Inc.: the supply relationships above are drawn from a licensed supply-chain database. What is missing is one specific feed — the corporate-financials extract behind this profile (geographic revenue, segment mix, capital allocation), which covers a loaded set of listed companies that Super Micro Computer, Inc. is not among; the gap is in coverage, not in the record. The public industry classification (SIC, NAICS) is absent as well. Coverage rules in the methodology.
Per data-quality principle §7 (CONTRADICTION SURFACING): when primary sources disagree under different methodologies, both are shown with as-of dates rather than picking a silent winner.
revenue_geography_growth_anomalylicensed geographic-revenue 2026-05-14 records Supermicro LTM Jun '25 revenue of USD 33.7B with 11.7% (~USD 3.94B) attributed to Mainland China, growing +46.5% Y/Y. The growth window straddles the April 2025 U.S. export-control tightening — which restricted Nvidia GPU sales to companies "headquartered or with an ultimate parent" in China. A +46.5% Y/Y increase in China revenue during a tightening window is structurally counter-cyclical to expectations of disclosed volume. The March 2026 DoJ indictment of Supermicro co-founder Wally Liaw for allegedly conspiring to smuggle $2.5B in Nvidia-powered servers to China via a Southeast Asian pass-through (subsequently reported by Bloomberg to be Thailand-based OBON Corp) provides a concrete corroborating data point.
Per DQP §7, the licensed corporate-ownership/supply-chain database 11.7% China + 46.5% Y/Y disclosure is Tier-1 primary fact. The +46.5% Y/Y growth during an export-control tightening window is a structural anomaly worth surfacing; the March 2026 indictment provides a corroborating mechanism (pass-through smuggling) that, if true at the alleged $2.5B scale, would explain part of the disclosed growth.
disclosure_lag_anomalylicensed segment-revenue analysis 2026-05-14 for Super Micro Computer shows the last disclosed segment breakdown is FY2023 (ending Jun '23). Two fiscal years (FY2024 + FY2025) carry no segment disclosure as of the 2026-05-14 report date. The lag straddles the period of disputed China revenue, the March 2026 DoJ indictment, and the April 2025 export-control tightening. Disclosure-lag flags do not constitute evidence of wrongdoing — but they do constitute a transparency gap worth surfacing for analysts who would otherwise expect to find current segment splits.
Per DQP §3 (source documentation) — the gap is an attribute of the disclosure, not a Scrutica derivation. Flagged so researchers do not infer ongoing segment activity from stale data.