AI Server Stocks Still Face Investigation Risks, Market Cap Recovers by 3.9 Trillion in a Day

US AI server stock Super Micro Computer Inc (SMCI) jumped 8.55% on the Nasdaq in the previous session, closing at $50.13, as its market capitalization swelled to about $30.1 billion (roughly KRW 41.6 trillion). In a single day, its market value rose by approximately $2.8 billion (around KRW 3.9 trillion), with trading volume reaching 30.79 million shares.

Recently, U.S. prosecutors indicted three individuals—including Super Micro Computer’s senior vice president—on charges of smuggling NVIDIA AI servers to China. Co-founder Wally Liaow has pleaded not guilty to the multi-billion-dollar smuggling allegations and was released on bail. While the company itself was not named as a defendant, it said it is conducting an independent board investigation and emphasized its strict compliance with U.S. export controls and intellectual property protections. (AP News)

Headquartered in San Jose, California, Super Micro Computer specializes in servers and storage, supplying high-performance, high-efficiency data center and AI-infrastructure modular servers worldwide. Riding the AI boom with NVIDIA GPU-based AI servers and liquid-cooling solutions, it has emerged as a leading beneficiary. However, China-related regulatory risks and intensifying competition are cited as key factors driving its share-price volatility. (store.supermicro.com)