Super Micro Computer, Inc.
SMCIintermediarySuper Micro Computer is a leading provider of high-density AI server systems optimized for NVIDIA GPU deployments. Its flexible build-to-order model and liquid cooling expertise position it as a preferred infrastructure partner for AI hyperscaler buildouts.
Produits et revenus
Part de revenus par produit
Répartition du chiffre d'affaires ($14.9B)
Données statiques (chargement des finances en temps réel…)
Composition des segments et principaux clients
Détails du produit
High-density server systems integrating NVIDIA H100, H200, and Blackwell GPUs for AI training clusters
NVMe-optimized storage arrays and compute nodes for AI inference and data lakes
Direct liquid cooling (DLC) rack-scale solutions for hyperscale AI data centers
Standard rack, blade, and tower servers for enterprise and edge deployments
Relations dans la chaîne d'approvisionnement
Fournisseurs clés
Contexte macro et de marché
WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입
TSMC 가동률
HBM 수요 성장
WFE 시장 규모
리드타임 (장비)
Prochains catalyseurs
Problèmes de chaîne d'approvisionnement
외부 감사인 Ernst & Young 사임 후 BDO로 교체. 2025 회계연도 재무제표 재작성 완료 및 나스닥 상장 유지 확인. 감독 리스크 프리미엄 지속.
SMCI 직접 액체냉각(DLC) 랙 시스템에 NVIDIA GB200 NVL72 탑재 버전 양산 개시. 마이크로소프트·CoreWeave 초도 물량 $3.2B 수주.
Dell PowerEdge AI 및 HPE ProLiant 가격 인하 공세로 SMCI 평균 판매단가 2026Q1 -4% 하락. 고마진 DLC 특화 제품 비중 확대 전략으로 대응.
Signaux institutionnels
| Institution | Action | Valeur | Trimestre | Date de dépôt |
|---|---|---|---|---|
| BlackRock | accumulating | $56M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $32M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $25M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $2M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $6M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $95M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $45M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $1.6B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $899M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $81M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $22M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $28M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $50M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $277M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $10M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $45M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $4M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $2M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $31K | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $34M | 2024.06 | 2024-08-13↑ |
Actionnariat institutionnel
Base 13F · Q1 2026| Institution | Variation | % de détention | Trim. préc. | Actions | Valeur | SEC |
|---|---|---|---|---|---|---|
| Renaissance Technologies | Nouveau | 1.80% | — | 4.2M actions | $580M | 13F |
| Vanguard | Augmentée | 3.70% | — | 8.7M actions | $1,200M | 13F |
| Citadel | Augmentée | 1.30% | — | 3.1M actions | $420M | 13F |
Actualités récentes
Analyse IA
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Informations sur l'entreprise
Score d'écart médiatique
Activité institutionnelle
82
Score médiatique
18
Aperçu du secteur — 반도체
Actualités du secteurWFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입
TSMC 가동률
HBM 수요 성장
WFE 시장 규모
리드타임 (장비)
Thèmes clés
- •AI 가속기(H100/B200) 수요 공급 불균형 지속
- •Gate-All-Around 공정 전환 → 장비 교체 사이클
- •HBM3e/HBM4 양산 경쟁 — SK하이닉스·마이크론·삼성
Prochains catalyseurs
- ◆TSMC Q2 실적 (2026.04.17)
- ◆NVIDIA GB300 양산 착수 발표