# Super Micro Computer, Inc. Scrutica [←Supply Chain Explorer](/supply-chain) Profile 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. Cite Chain of title ## Publicly held Super Micro Computer, Inc. sits at the top of its own chain — no documented parent corporation. Ultimate beneficial ownership is the dispersed public float. Supply-chain footprint ## Suppliers and customers 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. Upstream Suppliers · 63 - [ADTRAN Holdings](/companies/org-adtran) r = \-0.64 — view full provenance - [HPC Systems](/companies/org-hpc-systems) r = 0.60 — view full provenance - [NVIDIA](/companies/org-nvidia) r = 0.58 — view full provenance - [Digital China Group A](/companies/org-digital-china-group) r = 0.56 — view full provenance - [Hangzhou Arcvideo Technology A](/companies/org-hangzhou-arcvideo-technology) r = 0.53 — view full provenance - [Bestec Power Electronics](/companies/org-bestec-power-electronics) r = 0.53 — view full provenance - [Broadcom Inc.](/companies/org-broadcom) r = 0.43 — view full provenance - [Applied Digital](/companies/org-applied-digital) r = 0.43 — view full provenance - \+ 55 more Downstream Customers · 103 - [Compuware Technology, Inc.](/companies/org-compuware-technology) $31M/yr — view full provenanceFY not stated - [WPG Holding](/companies/org-wpg) r = \-0.68 — view full provenance - [Logicom](/companies/org-logicom) r = 0.67 — view full provenance - [WhiteFiber](/companies/org-whitefiber) r = 0.62 — view full provenance - [PC Direct](/companies/org-pc-direct) r = \-0.60 — view full provenance - [Shinden Hightex](/companies/org-shinden-hightex) r = 0.55 — view full provenance - [Inventec Besta](/companies/org-inventec-besta) r = 0.50 — view full provenance - [Penguin Solutions](/companies/org-penguin-solutions) r = 0.49 — view full provenance - \+ 95 more [Explore full supply chain graph→](/supply-chain?org=org-supermicro) Trace it further ## Follow Super Micro Computer, Inc. into the analysis 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. - [ Walk Super Micro Computer, Inc.'s 166 supply-chain edges in the graph→ 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. ](/supply-chain?org=org-supermicro) - [ Super Micro Computer, Inc.'s home jurisdiction: the US compute profile→ Facilities, sovereign-AI programs, export-control posture, and the announced-versus-deployed reality gap for the country. ](/country/us) Substrate coverage 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](/methodology#licensed-substrate). Cross-source methodology divergence · 2 flags 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_anomaly` licensed 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. Super Micro Computer (SMCI) — licensed geographic-revenue analysis Tier 1 licensed geographic-revenue (billing-location estimate) as of 2025-06China Pct Of Revenue: 11.70China Yoy Growth Pct: 46.50Ltm Total Revenue Usd Billions: 33.70 [Licensed-substrate methodology](/methodology#licensed-substrate) DoJ Southern District of New York — United States v. Wally Liaw (March 2026) Tier 1 Federal grand jury indictment alleging $2.5B in restricted-chip smuggling via Southeast Asian pass-through "Company-1" as of 2024-2025Alleged Smuggled Value Usd Billions: 2.50 [https://www.justice.gov/usao-sdny ↗](https://www.justice.gov/usao-sdny) Bloomberg — identification of "Company-1" as OBON Corp (May 2026) Tier 3 Investigative reporting linking the unnamed pass-through entity to Thailand-based OBON Corp; secondarily cited in Culper Research 2026-05-13 as of 2026-05 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_anomaly` licensed 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. Super Micro Computer (SMCI) — licensed segment-revenue analysis Tier 1 licensed segment-revenue aggregation; segment disclosures sourced from 10-K filings as of 2023-06Gap Years At 2026 05 14: 2Last Segment Disclosure Fiscal Year: FY2023 (Jun 2023) [Licensed-substrate methodology](/methodology#licensed-substrate) 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. Related analysis [ Supply Chain The supply chain graph this company is part ofConstraint](/supply-chain)[ Export Controls Entity-level export controls affecting the compute supply chainConstraint](/export-controls) Notify me about New dataMajor featuresRegulatoryResearch Email addressSubscribe [CC BY-SA 4.0·© 2026 Scrutica](https://creativecommons.org/licenses/by-sa/4.0/ "Creative Commons Attribution-ShareAlike 4.0") Built for the AI governance research community