Welcome to our dedicated page for Super Micro Computer news (Ticker: SMCI), a resource for investors and traders seeking the latest updates and insights on Super Micro Computer stock.
Overview
Super Micro Computer Inc (SMCI) is a global technology manufacturer renowned for its advanced, high-performance server technology that powers modern data centers, cloud computing, high-performance computing (HPC), artificial intelligence (AI), and embedded markets. The company’s approach is built on a modular, building block design that provides customized solutions for complex IT infrastructures while focusing on energy efficiency and scalable performance.
Core Business and Market Position
At its core, Super Micro Computer Inc develops and delivers a broad range of IT solutions tailored to meet the demands of data centers and enterprise environments. Its portfolio spans complete server systems, storage solutions, blade and workstation platforms, full rack configurations, networking equipment, and sophisticated management software. These solutions are architected for high levels of reliability, quality, and performance, ensuring that customers benefit from optimal compute performance, density, thermal management, and energy efficiency. The company strategically serves markets that require cutting-edge performance, including cloud computing, Big Data analysis, HPC, and IoT applications, positioning itself as a comprehensive IT solutions provider.
Innovative Modular Architecture
Supermicro draws significant competitive advantages from its modular building block approach. This architecture is designed to offer customers the industry’s broadest array of server configurations, enabling them to choose solutions that are precisely tailored to their unique workload requirements. The flexible, open-standard system designs reduce complexity by integrating subsystems such as power, cooling technologies, and chassis designs directly into the product, making real-time scaling and customization not only possible but straightforward. The company’s methodology emphasizes efficiency and upgradability across a wide spectrum of applications, ensuring longevity and adaptability in an ever-evolving technological landscape.
Advanced Cooling Technologies and Energy Efficiency
A key differentiator for Super Micro Computer Inc is its commitment to green computing. The firm has pioneered both air-cooled and liquid-cooled data center solutions, a testament to its wide-ranging innovation in thermal management. By deploying advanced liquid-cooling technologies, custom-designed cold plates, and state-of-the-art in-rack cooling distribution systems, Supermicro achieves higher cooling efficiency and lower overall power consumption while supporting densely integrated infrastructures. These solutions not only help manage thermal loads in high-performance environments but also reduce the Total Cost of Ownership (TCO) for data center operators, marking a significant step toward more sustainable IT operations.
End-to-End Solutions and Customization
Super Micro Computer Inc excels in offering end-to-end IT solutions that span from customized hardware design to proactive technology support and services. The company's strategy hinges on its ability to develop and manufacture critical components in-house, including motherboards, power supply units, and chassis systems, which allows it to maintain tight quality control and rapid innovation cycles. Its full-service approach addresses every stage of deployment—from system integration and testing to on-site installation and technical support—allowing customers to achieve high operational uptime and accelerated return on investment. The extensive range of configurations, be it for standalone servers, blade configurations, or full-rack systems, underscores the company's commitment to tailored, application-optimized solutions.
Super Micro Computer (NASDAQ: SMCI) has announced private agreements to issue $700.0 million of new 2.25% Convertible Senior Notes due 2028 and amend its existing 0.00% Convertible Senior Notes due 2029. The new notes will bear 2.25% annual interest, while amended notes will carry 3.50% interest.
The conversion price for new notes will be set at a 50% premium over the volume-weighted average stock price on February 12, 2025, while amended notes will have a 105% premium. Both transactions are expected to close around February 20, 2025. The company plans to use proceeds for general corporate purposes, including working capital for growth and business expansion.
The new notes will mature on July 15, 2028, with potential early redemption after March 1, 2026. Holders can require company repurchase upon fundamental changes at 100% principal plus accrued interest.
Supermicro (SMCI) has released preliminary Q2 FY2025 financial results, expecting net sales between $5.6-5.7 billion, representing 54% year-over-year growth. The company projects GAAP gross margin of 11.8-11.9% and GAAP diluted EPS of $0.50-0.52.
For Q3 FY2025, Supermicro forecasts net sales of $5.0-6.0 billion with GAAP EPS of $0.36-0.53. The company has revised its FY2025 revenue guidance from $26-30 billion to $23.5-25 billion.
The company reports approximately $1.4 billion in cash and cash equivalents and total debt of $1.9 billion as of December 31, 2024. Supermicro expects to file its delayed Annual Report and Quarterly Reports by February 25, 2025, and is currently cooperating with DOJ and SEC document requests following a short seller report.
Supermicro announces full production availability of its end-to-end AI data center solutions powered by the NVIDIA Blackwell platform. The company introduces new air-cooled and liquid-cooled systems featuring the NVIDIA HGX B200 8-GPU architecture with enhanced cooling capabilities.
The new liquid-cooled 4U system includes improved cold plates and a 250kW cooling distribution unit, doubling the previous generation's cooling capacity. The rack-scale design supports configurations of 42U, 48U, or 52U, enabling up to 96 NVIDIA Blackwell GPUs in a 52U rack.
The air-cooled 10U system features a redesigned chassis supporting eight 1000W TDP Blackwell GPUs, delivering up to 15x inference and 3x training performance. The SuperCluster designs incorporate NVIDIA networking solutions, enabling scalable units of up to 768 GPUs in nine racks.
Super Micro Computer (SMCI) has announced it will provide a business update for the second quarter of fiscal 2025 through a conference call and webcast. The event is scheduled for Tuesday, February 11, 2025, at 5:00 p.m. ET / 2:00 p.m. PT. The webcast will be accessible at the company's investor relations website (ir.supermicro.com), with a replay available for one year following the presentation.
Supermicro (SMCI) is showcasing its latest AI solutions for the retail industry in collaboration with NVIDIA at the National Retail Federation (NRF) annual show. The company is introducing retailers to AI's transformative potential through various server solutions designed for enterprise, retail, and edge computing.
The showcase features multiple system models, including the SYS-112B-FWT, AS-1115S-FWTRT, and SYS-E403-14B, all optimized for edge AI applications. These systems support various NVIDIA GPUs, including L40S and RTX 6000 Ada Generation.
At NRF, Supermicro is demonstrating three key AI applications: a digital human customer service interface, a retail shopping assistant powered by generative AI, and a video search solution targeting retail shrinkage, which costs US retailers an estimated $100+B annually.
Supermicro (NASDAQ: SMCI) has announced volume shipments of its new max-performance servers featuring Intel Xeon 6900 series processors with P-cores. The upgraded systems support up to 128 performance cores per CPU and include advanced features like high-bandwidth memory up to 8800 MT/s, 400GbE networking, and direct-to-chip liquid cooling solutions.
The company's X14 systems are available in various configurations, including GPU-optimized servers supporting the latest SXM and PCIe GPUs, high-density multi-nodes with FlexTwin™ and GrandTwin® models, and market-proven Hyper rackmounts. Supermicro offers complete rack-level integration services with a global manufacturing capacity of up to 5,000 racks per month, including 2,000 liquid-cooled units.
Notable features include support for up to eight SXM5/SXM6 GPUs, ten double-width PCIe 5.0 accelerator cards, and industry-first AI servers based on Intel Gaudi 3 accelerators. The SuperBlade® architecture can accommodate up to 100 servers and 200 GPUs per rack.
Super Micro Computer (NASDAQ:SMCI) has received an extension from Nasdaq until February 25, 2025 to file its delayed financial reports. The extension covers the Annual Report on Form 10-K for fiscal year ended June 30, 2024, and Quarterly Report on Form 10-Q for the period ended September 30, 2024. SMCI's common stock will continue trading on the Nasdaq Global Select Market during this exception period, provided the company files all required reports by the deadline and maintains compliance with other listing rules. The company has expressed confidence in meeting the February 25, 2025 deadline.
Super Micro Computer (SMCI) announced the completion of its independent Special Committee review, formed in response to concerns raised by former auditor Ernst & Young. The committee found no evidence of misconduct by management or Board of Directors, and confirmed the Audit Committee acted independently. The investigation, supported by Cooley LLP and Secretariat Advisors, reviewed revenue recognition practices, export controls, and related party disclosures. The Board adopted all committee recommendations, including transitioning to a new CFO, appointing a Chief Accounting Officer, and expanding the legal department. No restatement of financial reports is expected.
Super Micro Computer (SMCI) has submitted a compliance plan to Nasdaq on November 18, 2024, requesting an extension to regain compliance with listing requirements. The company is currently non-compliant with Nasdaq rule 5250(c)(1) due to delays in filing both its 2024 Form 10-K and Q1 2025 Form 10-Q. SMCI believes it will be able to file both reports and become current with periodic filings within Nasdaq's discretionary period. The notification letter received from Nasdaq has no immediate effect on SMCI's listing or trading status on the Nasdaq Global Select Market.
Supermicro (NASDAQ: SMCI) unveils its latest HPC-optimized multi-node systems at SuperComputing 2024, featuring the new FlexTwin™ and upgraded SuperBlade® systems. The FlexTwin offers up to 36,864 cores per rack and supports both Intel Xeon 6 and AMD EPYC 9005 processors. The systems include direct-to-chip liquid cooling capabilities and are designed for high-intensity HPC workloads. The SuperBlade can accommodate up to 20 nodes in a 6U or 8U chassis with NVIDIA GPU support per node. Supermicro's manufacturing capacity includes 5,000 racks monthly, with 2,000 liquid-cooled racks.
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