Supermicroの共同創業者、Nvidiaチップ搭載サーバーを中国へ不正輸出疑惑で会社全体が調査対象に
サーバーメーカーSuper Micro Computerは、第三四半期決算発表を前に、売上高400億ドル目標の達成と、共同創業者Yih-Shyan Liaw氏の不正輸出疑惑という2つの問題を抱えている。
Liaw氏は、Nvidiaチップ搭載サーバー25億ドル相当をシンガポールを経由して中国に不正に輸出する計画を立案した疑いで起訴された。
Supermicroは自身も被害者として当局と協力し、社内調査を開始しており、取締役会の独立取締役Scott Angel氏と監査委員会委員長Tally Liu氏が調査を主導している。
調査の結果によっては、経営陣や取締役の交代、さらにはSupermicro自体の不正行為への関与が明らかになる可能性もある。
原文の冒頭を表示（英語・3段落のみ）
Amanda Gerut Tue, May 5, 2026 at 6:07 PM GMT+9 9 min read Super Micro Computer will report third quarter earnings on Tuesday with two potentially explosive problems on its hands at once. The first is that CEO and chairman Charles Liang told investors the server manufacturing company could hit $40 billion in revenue this fiscal year. Liang called the target “conservative,” when he first discussed it with investors, but that was before another problem erupted. The second, and much more catastrophic issue, is that six weeks ago prosecutors charged Supermicro co-founder Yih-Shyan “Wally” Liaw and two others with allegedly conspiring to route $2.5 billion in servers studded with Nvidia chips through a front company in Southeast Asia. Prosecutors have alleged in the indictment that Liaw was the mastermind behind a scheme that allegedly involved filling a warehouse full of thousands of fake servers affixed with shipping labels attached using hair dryers to peel them off packages to fool auditors when the real buyers were in China. Liaw was a board member and senior vice president of business development at the time, although he resigned all his positions the day following his arrest on March 19. Liaw, who has pleaded not guilty, co-founded Supermicro in 1993 along with Liang, and Liang’s wife, Sara Liu, who is also a board member. Neither Supermicro, Liang, nor Liu were named in the indictment. Liang, in a letter to investors, said Supermicro is a victim in the alleged scheme and is cooperating with authorities. But at this point, not being named in the indictment is not the same as being entirely in the clear. The company has launched its own internal investigation to be led by the board’s lead independent director Scott Angel and board audit chair Tally Liu. In turn, Liu and Angel have hired law firm Munger, Tolles & Olson, which brought in forensic consultant AlixPartners. The probe could run for months and result in a plethora of management or board changes, including potentially determining whether the Department of Justice ever charges the company itself with wrongdoing—or gives it a break for cooperating and offering evidence from its own internal dig. “All eyes will be watching the company now, including very much the Department of Justice, the Securities and Exchange Commission, and the new auditors, BDO USA,” said Brian Burke, a litigator and board advisor who has led hundreds of internal investigations. Burke said the investigation could result in a spectrum of possible outcomes that could deal major to minimal disruption to Supermicro’s operations. Significant problems found in the investigation could move the markets and the stock price, he said, and could lead to a major shakeup at the highest levels.
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