Supermicro shares fell 9% after missing Q1 revenue and profit estimates and issuing a weak outlook. The AI server maker faces margin pressure, delayed contracts, and competition in the growing AI market.
Super Micro missed its quarterly revenue goal due to delayed customer orders for AI systems, but the CEO insists demand is soaring.
Nvidia's powerful AI servers are now being shipped globally via Supermicro , known for fast deployment. SK Hynix leads in essential HBM4 memory chips for AI, while Samsung and Micron aim to catch up.
