Scrutica
Super Micro Computer, Inc.financials and operating footprint — geographic revenue split, segment mix, capex / FCF / buyback history, industry placement — sourced from licensed-database extracts and SEC EDGAR, joined to the supply-chain graph through the industry classification.
Where Super Micro Computer, Inc. sits in the compute supply chain: where its revenue comes from, what it spends capital on, and which counterparties move money in and out of the door.
No licensed-database enrichment loaded for this entity — geographic revenue, segments, capital allocation, and industry classification are absent. 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.
Annual $-flow and 3-month Pearson r per edge come from a licensed supply-chain database. Correlation is a coupling proxy — shared market sensitivity, not a causal channel. Sole-source edges are flagged inline.