超微电脑联合创始人涉嫌向中国走私25亿美元英伟达芯片服务器，公司面临审查

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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