SiamAI Denies Exporting AI Servers to China
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4 hours ago
0mins
Should l Buy SMCI?
Source: Yahoo Finance
- Export Compliance Statement: SiamAI explicitly stated that it has not exported AI servers to China, emphasizing its full adherence to U.S. export and re-export control laws, aiming to alleviate concerns regarding its compliance.
- Background of Allegations: The company faces allegations of potentially circumventing export restrictions on advanced chips from U.S. firms Super Micro Computer and Nvidia, involving up to $2.5 billion, highlighting the complexities of the international trade environment.
- Investment Attraction: In recent years, Thailand has attracted billions in data center investments from companies like ByteDance's TikTok, Microsoft, and Alphabet Inc's Google, indicating the country's growing significance in the global data processing market.
- Legal Risk Management: SiamAI's statement serves not only as a response to allegations but also reflects the company's proactive stance in legal risk management, aiming to maintain its reputation and business stability in the international market.
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Analyst Views on SMCI
Wall Street analysts forecast SMCI stock price to rise
12 Analyst Rating
5 Buy
5 Hold
2 Sell
Hold
Current: 33.620
Low
34.00
Averages
46.82
High
63.00
Current: 33.620
Low
34.00
Averages
46.82
High
63.00
About SMCI
Super Micro Computer, Inc. is an application-optimized Total IT solutions provider including server, artificial intelligence (AI) systems, storage, information of technology (IoT) devices, switches, software, and support services. Total IT Solutions include complete servers, storage systems, modular blade servers, workstations, full-rack scale solutions, networking devices, server sub-systems, server management and security software. Its products are designed and manufactured in-house (in the United States, Taiwan, and the Netherlands). Its portfolio of Server Building Block Solutions allows customers to optimize for their exact workload and application by selecting from a broad family of systems built from the Company’s flexible and reusable building blocks that support a comprehensive set of form factors, processors, memory, GPUs, storage, networking, power, and cooling solutions (air-conditioned, free air cooling or liquid cooling).
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Significant Revenue Growth: The company achieved over 100% year-over-year revenue growth, reaching $10.2 billion in Q3, despite falling short of analysts' expectations of $12.3 billion due to supply shortages, with expectations to recover this revenue in upcoming quarters.
- Earnings Per Share Surge: Adjusted EPS soared from $0.31 to $0.84, exceeding analysts' expectations of $0.62, indicating a notable improvement in profitability despite ongoing low-margin challenges.
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- Background of Allegations: The company faces allegations of potentially circumventing export restrictions on advanced chips from U.S. firms Super Micro Computer and Nvidia, involving up to $2.5 billion, highlighting the complexities of the international trade environment.
- Investment Attraction: In recent years, Thailand has attracted billions in data center investments from companies like ByteDance's TikTok, Microsoft, and Alphabet Inc's Google, indicating the country's growing significance in the global data processing market.
- Legal Risk Management: SiamAI's statement serves not only as a response to allegations but also reflects the company's proactive stance in legal risk management, aiming to maintain its reputation and business stability in the international market.
See More
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- Class Action Notice: Rosen Law Firm reminds investors who purchased Super Micro Computer (NASDAQ: SMCI) securities between April 30, 2024, and March 19, 2026, to apply as lead plaintiffs by May 26, 2026, to participate in the class action and seek compensation.
- Lawsuit Background: The lawsuit alleges that Super Micro failed to disclose that a significant portion of its sales involved transactions with companies in China, which violated U.S. export control laws, resulting in investor losses when the truth emerged, highlighting serious compliance weaknesses within the company.
- Law Firm's Strength: Rosen Law Firm specializes in securities class actions and recovered over $438 million for investors in 2019 alone, being ranked first by ISS Securities Class Action Services in 2017, demonstrating its strong capabilities and successful track record in this field.
- Participation Method: Investors can visit Rosen Law Firm's website or call toll-free at 866-767-3653 for more information, ensuring they select qualified legal counsel to effectively represent them in the litigation and avoid inexperienced intermediaries.
See More
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- Misleading Statements: As a result of these omissions, the positive statements made by Super Micro's executives regarding the company's business, operations, and prospects are deemed misleading and lacking a reasonable basis, potentially leading to investor losses.
- Investor Actions: Affected investors have until May 26, 2026, to request appointment as lead plaintiff, with Bronstein, Gewirtz & Grossman LLC offering legal representation on a contingency fee basis, ensuring no upfront costs for investors involved in the lawsuit.
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