Super Micro Computer

Super Micro Computer is a major in the AI & Data Center segment of the semiconductor & AI supply chain, headquartered in United States. Its key suppliers include NVIDIA, ASPEED Technology, Samsung Electronics. Its key customers include Meta Platforms, CoreWeave, Nebius Group.

AI server and liquid-cooled rack systems builder.

Ticker
NASDAQ: SMCI
Headquarters
United States
Revenue
$39.1B (FY2026) · +77.8% YoY
Net income
$2.2B
Operating margin
7.1%
Market position
major
Value-chain segment
Networking & Systems, Systems & ODM (AI servers)
Key products
NVIDIA HGX / MGX AI servers, Liquid-cooled direct-liquid-cooling (DLC) AI racks, GPU SuperServer systems, Storage servers (JBOD, NVMe), Total IT Solution racks (build-to-order)

About Super Micro Computer

Super Micro Computer, headquartered in United States, operates in the Networking & Systems and Systems & ODM (AI servers) segments of the semiconductor & AI supply chain and is positioned as a market major there. Its key products include NVIDIA HGX / MGX AI servers, Liquid-cooled direct-liquid-cooling (DLC) AI racks, GPU SuperServer systems, Storage servers (JBOD, NVMe), Total IT Solution racks (build-to-order). wafergraph maps 36 tracked suppliers and 18 tracked customers for Super Micro Computer across the value chain. It has a supply-chain criticality score of 68/100, with 235 companies downstream of it.

Role in the chain

Super Micro Computer is a market major in AI & Data Center (Networking & Systems), headquartered in United States. AI server and liquid-cooled rack systems builder.

Diligence questions

  1. The dataset records 36 tracked suppliers for Super Micro Computer. Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
  2. 9 of Super Micro Computer's tracked suppliers are a monopoly or leader (including ASPEED Technology, Broadcom, CoolIT Systems Inc., Kingston Technology). Which of those are actually single-source for the process step you care about?
  3. The dataset names 18 tracked customers for Super Micro Computer. How concentrated is demand among those names, and which of them have a documented second source in this graph?
  4. Super Micro Computer is headquartered in United States. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
  5. Super Micro Computer trades as NASDAQ:SMCI. What does the latest reported period say about capacity and backlog versus the graph position above?
  6. Before treating any edge as a verified relationship, check the provenance labels on the company page and the method note at /methodology.

Full diligence pack for Super Micro Computer

Key products

  • NVIDIA HGX / MGX AI servers
  • Liquid-cooled direct-liquid-cooling (DLC) AI racks
  • GPU SuperServer systems
  • Storage servers (JBOD, NVMe)
  • Total IT Solution racks (build-to-order)

Suppliers

Customers

More AI & Data Center companies

Compare with

Cisco Systems · Dell Technologies · Arista Networks · Hon Hai (Foxconn) · Hewlett Packard Enterprise · Luxshare Precision Industry

Sources

Open the interactive supply-chain view →

Cite as: wafergraph, “Super Micro Computer — supply chain, financials & market position”, https://wafergraph.com/company/supermicro (data as of 2026-09-05).

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