Supermicro — 供應鏈與商業關係
下方的每一段關係都源自公開公司申報文件中的逐字引用，點名了交易對手，並附有一鍵連結至原始文件。
點擊公司開啟其地圖 · 拖曳探索 · 游標懸停連線可閱讀來源引文。綠＝供應 · 橘虛線＝競爭 · 藍＝合作 · 紫＝持股 · 灰虛線＝暫停 · 如何閱讀這些資料。
4 家供應商2 家客戶1 家合作夥伴7 家競爭對手1 條持股關係1 份來源申報文件
收錄於供應鏈主題地圖：AI 資料中心運算與互連
客戶（其供應的公司）
供應給 →
Compuware
申報於 2025-08-28 · 368 天前
“We appointed Compuware as a non-exclusive authorized distributor of our products in Taiwan, China, and Australia.”— SMCI 10-K，申報於 2025-08-28 EDGAR · 查看原始申報文件 ↗Supermicro 指定 Compuware 為其在台灣、中國和澳洲的非獨家授權經銷商。（以原文為準）
供應給 →
Leadtek
申報於 2025-08-28 · 368 天前
“Leadtek was, and it continues to be, an authorized reseller for us.”— SMCI 10-K，申報於 2025-08-28 EDGAR · 查看原始申報文件 ↗Leadtek 是 Supermicro 的授權經銷商。（以原文為準）
供應商（供應其產品或服務的公司）
供應來自 ←
Ablecom
申報於 2025-08-28 · 368 天前
“We work with Ablecom to optimize modular designs for our chassis and several other components. Ablecom also coordinates the manufacturing of chassis for us.”— SMCI 10-K，申報於 2025-08-28 EDGAR · 查看原始申報文件 ↗Supermicro 與 Ablecom 合作，由 Ablecom 協調機箱及其他零組件的製造。（以原文為準）
供應來自 ←
Compuware
申報於 2025-08-28 · 368 天前
“We use Ablecom Technology, Inc. (“Ablecom”) and its affiliate Compuware Technology, Inc. (“Compuware”), both of which are related parties, for contract design and manufacturing coordination support. … We also have a series of agreements with Compuware, including multiple product development, production and service agreements, as well as product manufacturing agreements and lease agreements for office space.”— SMCI 10-K，申報於 2025-08-28 EDGAR · 查看原始申報文件 ↗Supermicro 與 Compuware 簽訂多項產品開發、生產、服務、製造及辦公室租賃協議，由 Compuware 提供合約設計與製造協調支援。（以原文為準）
供應來自 ←
Leadtek
申報於 2025-08-28 · 368 天前
“During the year ended 2025 and 2024, we engaged in transactions whereby it sold $0.7 million and $1.4 million of server to Leadtek, and purchased $0.5 million and $2.1 million of graphic cards from Leadtek, respectively.”— SMCI 10-K，申報於 2025-08-28 EDGAR · 查看原始申報文件 ↗Supermicro 在 2024 及 2025 年度向 Leadtek 銷售伺服器並向其購買顯示卡。（以原文為準）
供應來自 ←
Green Earth
申報於 2025-08-28 · 368 天前
“During the fiscal year ended June 30, 2024, we made $0.5 million in sales and purchased $0.1 million in products from Green Earth.”— SMCI 10-K，申報於 2025-08-28 EDGAR · 查看原始申報文件 ↗在截至 2024 年 6 月 30 日的財年內，Supermicro 向 Green Earth 銷售了 50 萬美元並採購了 10 萬美元的產品。（以原文為準）
合作夥伴與協作
合作夥伴 ↔
Ablecom
申報於 2025-08-28 · 368 天前
“We and Ablecom jointly established Super Micro Asia Science and Technology Park, Inc. (the “Management Company”) in Taiwan to manage the common areas shared by us and Ablecom for its separately constructed manufacturing facilities.”— SMCI 10-K，申報於 2025-08-28 EDGAR · 查看原始申報文件 ↗Supermicro 與 Ablecom 共同在台灣設立了 Super Micro Asia Science and Technology Park, Inc. 來管理雙方共用的公共區域。（以原文為準）
競爭對手
相互競爭 ↔
Cisco
申報於 2025-08-28 · 368 天前
“We believe our principal competitors include: • global technology vendors, such as Cisco, Dell, Hewlett-Packard Enterprise, and Lenovo; and • ODMs, such as Foxconn, Quanta Computer, and Wiwynn Corporation.”— SMCI 10-K，申報於 2025-08-28 EDGAR · 查看原始申報文件 ↗Supermicro 認為其競爭對手包括 Cisco 等全球科技供應商。（以原文為準）
相互競爭 ↔
Dell
申報於 2025-08-28 · 368 天前
“We believe our principal competitors include: • global technology vendors, such as Cisco, Dell, Hewlett-Packard Enterprise, and Lenovo; and • ODMs, such as Foxconn, Quanta Computer, and Wiwynn Corporation.”— SMCI 10-K，申報於 2025-08-28 EDGAR · 查看原始申報文件 ↗Supermicro 認為 Dell 是其主要的競爭對手之一。（以原文為準）
相互競爭 ↔
HPE
申報於 2025-08-28 · 368 天前
“We believe our principal competitors include: • global technology vendors, such as Cisco, Dell, Hewlett-Packard Enterprise, and Lenovo; and • ODMs, such as Foxconn, Quanta Computer, and Wiwynn Corporation.”— SMCI 10-K，申報於 2025-08-28 EDGAR · 查看原始申報文件 ↗Supermicro 將 HPE 列為其全球技術廠商類別之主要競爭對手。（以原文為準）
相互競爭 ↔
Lenovo
申報於 2025-08-28 · 368 天前
“We believe our principal competitors include: • global technology vendors, such as Cisco, Dell, Hewlett-Packard Enterprise, and Lenovo; and • ODMs, such as Foxconn, Quanta Computer, and Wiwynn Corporation.”— SMCI 10-K，申報於 2025-08-28 EDGAR · 查看原始申報文件 ↗Supermicro 將 Lenovo 列為其全球技術供應商層級的競爭對手之一。（以原文為準）
相互競爭 ↔
Foxconn
申報於 2025-08-28 · 368 天前
“We believe our principal competitors include: • global technology vendors, such as Cisco, Dell, Hewlett-Packard Enterprise, and Lenovo; and • ODMs, such as Foxconn, Quanta Computer, and Wiwynn Corporation.”— SMCI 10-K，申報於 2025-08-28 EDGAR · 查看原始申報文件 ↗Supermicro 的主要競爭對手包括 ODM 廠商 Foxconn。（以原文為準）
相互競爭 ↔
Quanta Computer
申報於 2025-08-28 · 368 天前
“We believe our principal competitors include: • global technology vendors, such as Cisco, Dell, Hewlett-Packard Enterprise, and Lenovo; and • ODMs, such as Foxconn, Quanta Computer, and Wiwynn Corporation.”— SMCI 10-K，申報於 2025-08-28 EDGAR · 查看原始申報文件 ↗Supermicro 將 Quanta Computer 列為其 ODM 競爭對手之一。（以原文為準）
相互競爭 ↔
Wiwynn
申報於 2025-08-28 · 368 天前
“We believe our principal competitors include: • global technology vendors, such as Cisco, Dell, Hewlett-Packard Enterprise, and Lenovo; and • ODMs, such as Foxconn, Quanta Computer, and Wiwynn Corporation.”— SMCI 10-K，申報於 2025-08-28 EDGAR · 查看原始申報文件 ↗Supermicro 的主要競爭者包括 ODM 廠商 Wiwynn Corporation。（以原文為準）
所有權與投資
投資於 →
Ampera
申報於 2025-08-28 · 368 天前
“In June 2025, we invested $ 6.0 million and acquired an approximately 11 % interest in Ampera, Inc.”— SMCI 10-K，申報於 2025-08-28 EDGAR · 查看原始申報文件 ↗Supermicro 在 2025 年 6 月投資 600 萬美元，取得 Ampera 約 11% 的股權。（以原文為準）
公司公告
Supermicro 自身的申報／公告，取自本站檔案：美國 SEC 財報申報（8-K Item 2.02 與 6-K 業績報告）自 2025-07-22 起，另含涵蓋範圍內的台灣證券交易所重大訊息。並非完整申報歷史；主旨一律以原文原樣呈現。
SAN JOSE, Calif. -- August 11, 2026 -- (BUSINESS WIRE) -- Super Micro Computer, Inc. (NASDAQ: SMCI) (“Supermicro” or the “Company”), a Total IT Solution Provider for AI, Cloud, Storage, and 5G/Edge, today announced unaudited financial results for its fourth quarter and full fiscal year ended June 30, 2026. Fourth Quarter Fiscal Year 2026 Highlights（申報原文節錄，以原文為準）顯示更多原文
• Net sales of $11.1 billion versus $10.2 billion in Q3'26 and $5.8 billion in Q4'25. • Gross margin of 17.5% versus 9.9% in Q3'26 and 9.5% in Q4'25. • Net income of $1,178 million versus $483 million in Q3'26 and $195 million in Q4'25. • Diluted net income per common share of $1.62 versus $0.72 in Q3'26 and $0.31 in Q4'25. • Non-GAAP gross margin of 17.6% versus 9.6% in Q4'25. • Non-GAAP diluted net income per common share of $1.70 versus $0.41 in Q4'25. • Cash flow provided by operations for Q4'26 of $747 million and capital expenditures and investments of $25 million.
— Form 8-K · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
SAN JOSE, Calif. – July 21, 2026– BUSINESS WIRE -- Super Micro Computer, Inc.（申報原文節錄，以原文為準）顯示更多原文
(NASDAQ: SMCI) (“Supermicro” or the “Company”), an AI, Enterprise, Storage, and 5G/Edge IT Total Solution Provider, featuring Data Center Building Block Solutions® (DCBBS), today is providing a preliminary business update for the fourth quarter of fiscal year 2026 (Q4’26), ended June 30, 2026, and schedules earnings call for August 11th at 5pm EST. • Revenues for the fourth quarter of fiscal year 2026 are estimated to be near the low end of our guidance of $11.0 billion to $12.5 billion. • GAAP and non-GAAP gross margins are estimated to be in the range of 15% to 17% which is significantly higher than our guidance of 8.2% to 8.4%, primarily due to a favorable customer and product mix. • Backlog rose to record levels at the end of fiscal 2026 with total new orders in excess of $60 billion received during the fourth quarter of fiscal 2026. These new orders are expected to be delivered over future quarters.
— Form 8-K · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
SAN JOSE, Calif. -- May 5, 2026 -- (BUSINESS WIRE) -- Super Micro Computer, Inc. (NASDAQ: SMCI) (“Supermicro” or the “Company”), a Total IT Solution Provider for AI, Cloud, Storage, and 5G/Edge, today announced unaudited financial results for its third quarter of fiscal year 2026 ended March 31, 2026. Third Quarter Fiscal Year 2026 Highlights（申報原文節錄，以原文為準）顯示更多原文
• Net sales of $10.2 billion versus $12.7 billion in Q2'26 and $4.6 billion in Q3'25. • Gross margin of 9.9% versus 6.3% in Q2'26 and 9.6% in Q3'25. • Net income of $483 million versus $401 million in Q2'26 and $109 million in Q3'25. • Diluted net income per common share of $0.72 versus $0.60 in Q2'26 and $0.17 in Q3'25. • Non-GAAP gross margin of 10.1% versus 9.7% in Q3'25. • Non-GAAP diluted net income per common share of $0.84 versus $0.31 in Q3'25. • Cash flow used in operations for Q3'26 of $6.6 billion and capital expenditures and investments of $97 million. “Supermicro's transformation into a total datacenter infrastructure provider is accelerating," said Charles Liang, Founder, President and CEO of Supermicro. "Our margin recovery and the rapid growth of our DCBBS business demonstrate that our business remains robust.
— Form 8-K · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
SAN JOSE, Calif. -- February 3, 2026 -- (BUSINESS WIRE) -- Super Micro Computer, Inc. (NASDAQ: SMCI) (“Supermicro” or the “Company”), a Total IT Solution Provider for AI, Cloud, Storage, and 5G/Edge, today announced unaudited financial results for its second quarter of fiscal year 2026 ended December 31, 2025. Second Quarter Fiscal Year 2026 Highlights（申報原文節錄，以原文為準）顯示更多原文
• Net sales of $12.7 billion versus $5.0 billion in Q1'26 and $5.7 billion in Q2'25 • Gross margin of 6.3% versus 9.3% in Q1'26 and 11.8% in Q2'25 • Net income of $401 million versus $168 million in Q1'26 and $321 million in Q2'25 • Diluted net income per common share of $0.60 versus $0.26 in Q1'26 and $0.51 in Q2'25 • Non-GAAP gross margin of 6.4% versus 11.9% in Q2'25 • Non-GAAP diluted net income per common share of $0.69 versus $0.59 in Q2'25
— Form 8-K · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
SAN JOSE, Calif. -- November 4, 2025 -- (BUSINESS WIRE) -- Super Micro Computer, Inc. (NASDAQ: SMCI) (“Supermicro” or the “Company”), a Total IT Solution Provider for AI, Cloud, Storage, and 5G/Edge, today announced unaudited financial results for its first quarter of fiscal year 2026 ended September 30, 2025. First Quarter Fiscal Year 2026 Highlights（申報原文節錄，以原文為準）顯示更多原文
• Net sales of $5.0 billion versus $5.8 billion in Q4'25 and $5.9 billion in Q1'25 • Gross margin of 9.3% versus 9.5% in Q4'25 and 13.1% in Q1'25 • Net income of $168 million versus $195 million in Q4'25 and $424 million in Q1'25 • Diluted net income per common share of $0.26 versus $0.31 in Q4'25 and $0.67 in Q1'25 • Non-GAAP diluted net income per common share of $0.35 versus $0.73 in Q1'25 • Cash flow used by operations for Q1'26 of $918 million and capital expenditures of $32 million “Powered by DCBBS, Supermicro is expanding/transforming into a leading AI and datacenter infrastructure company, delivering total solutions that simplify deployment, accelerate time-to-market, and reduce TCO," said Charles Liang, Founder, President and CEO of Supermicro.
— Form 8-K · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
Receives Large New Orders and Sees Strong Demand for Blackwell Ultra SAN JOSE, Calif. – October 23, 2025 -- (BUSINESS WIRE) -- Super Micro Computer, Inc.（申報原文節錄，以原文為準）顯示更多原文
(Nasdaq: SMCI), a Total IT Solution Provider for AI, Cloud, Storage, and 5G/Edge, today is providing a business update for the first quarter of fiscal year 2026 (Q1'26), ended September 30, 2025, and schedules earnings call for November 4 th at 5pm EST. • Recent design wins in excess of $12B, requesting delivery in the second quarter of fiscal year 2026 (Q2’26). Company will provide further updates on our upcoming earnings call on expected Q2'26 deliveries and revenues • Design win upgrades pushed some expected Q1'26 revenue to Q2'26, resulting in estimated revenue in Q1'26 of $5B versus $6B-$7B guidance • Seeing robust demand for Supermicro Nvidia GB300, B300, RTX Pro, AMD 355X LC, now starting to ship “Supermicro is seeing outstanding levels of customer engagements for newly released AI liquid cooled solutions along with numerous key customers ramping large, multi-quarter, volume deployments.” said Charles Liang, President and CEO of Supermicro.
— Form 8-K · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
SAN JOSE, Calif. -- August 5, 2025 -- (BUSINESS WIRE) -- Super Micro Computer, Inc. (NASDAQ: SMCI) (“Supermicro” or the “Company”), a Total IT Solution Provider for AI, Cloud, Storage, and 5G/Edge, today announced unaudited financial results for its fourth quarter and full fiscal year ended June 30, 2025. Fourth Quarter Fiscal Year 2025 Highlights（申報原文節錄，以原文為準）顯示更多原文
• Net sales of $5.8 billion versus $4.6 billion in Q3'25 and $5.4 billion in Q4'24. • Gross margin of 9.5% versus 9.6% in Q3'25 and 10.2% in Q4'24. • Net income of $195 million versus $109 million in Q3'25 and $297 million in Q4'24. • Diluted net income per common share of $0.31 versus $0.17 in Q3'25 and $0.46 in Q4'24. • Non-GAAP diluted net income per common share of $0.41 versus $0.31 in Q3'25 and $0.54 in Q4'24. • Cash flow provided by operations for Q4'25 of $864 million and capital expenditures and investments of $79 million. “We made solid progress in FY25 by growing our AI solution leadership in Neoclouds, CSPs, Enterprises, and Sovereign entities, which fueled our 47% annual growth,” said Charles Liang, Founder, President and CEO of Supermicro.
— Form 8-K · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗