Super Micro Computer, Inc.

Company overview

Super Micro Computer, Inc. (Supermicro) is a Silicon Valley–based provider of total IT solutions for demanding workloads across enterprise, cloud, and intelligent edge environments. The company focuses on rack-scale solutions optimized for AI and high-performance computing (HPC) where acceleration is critical. Its core offering includes a broad portfolio of servers, storage, networking, and related subsystems, together with software and services to manage and support infrastructure.

Products and solutions

• Server and storage systems
  • Rackmount, blade, multi-node, and embedded form factors.
  • AI-focused servers for training and inference with integrated GPUs or PCIe architectures.
  • Blade and multi-node families (SuperBlade, MicroBlade, FlexTwin, GrandTwin, BigTwin) designed for density, performance, efficiency, serviceability, and manageability.
  • High-density storage lines (Hyper, CloudDC, WIO), AI-training–optimized storage, and enterprise-grade scale-up storage.
  • Embedded systems for 5G, IoT, and edge deployments.
  • MicroCloud systems for high node density in space- and power-constrained environments.
• Subsystems and components
  • Server subsystems and accessories (server boards, chassis, power supplies, etc.) designed to integrate with broader platform solutions.
• Management software and services
  • Open, industry-standard remote management tools (Supermicro Server Manager, Power Management software, Update Manager, SuperCloud Composer, SuperDoctor 5).
  • Global services including on-site and remote support, design-to-deployment services, verification testing, and training.
• Liquid cooling and rack-scale infrastructure
  • End-to-end liquid cooling capabilities, including Cooling Distribution Units and manifolds.
  • Direct Liquid Cooling (DLC-2) solutions and integrated rack-scale infrastructure to reduce power and space requirements and improve thermal performance.
• AI and data-center optimization
  • Product portfolio aligned with NVIDIA Hopper/Blackwell platforms, Intel Xeon 6900 series and Xeon 6‑datacenter CPUs, AMD EPYC 9005 series CPUs, and AMD Instinct MI350/355 GPUs.
  • Data Center Building Block Solutions (DCBBS): integrated, turnkey AI-factory deployments including servers, storage, networking, racks, liquid cooling, software, services, and support.

Strategy and competitive position

• R&D and manufacturing
  • Over 3,200 employees in R&D as of June 30, 2025, and substantial internal manufacturing capabilities to shorten time-to-market.
  • In-house design and a modular Building Block Solutions architecture that enables rapid assembly of new solutions from common components.
  • Close collaboration with leading vendors such as NVIDIA, Intel, and AMD to align product design with platform releases.
  • Global manufacturing footprint with expanded capacity, including a new facility in Malaysia added during fiscal year 2025.
• Manufacturing and quality
  • Major portion of systems designed, developed, and manufactured in the United States (San Jose, CA), with assembly, test, and quality control also in Taiwan, the Netherlands, and Malaysia.
  • Facilities and suppliers held to ISO 9001, ISO 14001, and/or ISO 13485 certifications.
• Market positioning
  • Competes with large global vendors (Cisco, Dell, HPE, Lenovo) and ODMs (Foxconn, Quanta, Wiwynn).
  • Principal competitive factors include rack-scale total IT solutions, speed to market with new technology, breadth of product portfolio, performance and reliability, cost efficiency, capacity to meet demand, energy efficiency, and global support.

Customers and geography

• Served more than 1,000 customers in over 100 countries in fiscal years 2023–2025, with thousands of end users reached through indirect channels.
• Customer concentration:
  • Four customers each accounted for 10% or more of net sales in fiscal year 2025.
  • One customer accounted for 10% or more of net sales in fiscal year 2024.
  • No single customer exceeded 10% of net sales in fiscal year 2023.
• Geographic mix: Revenue from customers outside the United States represented 40.6% of net sales in 2025, 32.0% in 2024, and 32.1% in 2023.

Manufacturing, supply chain and partners

• Global manufacturing and assembly operations in San Jose (US), Taiwan, the Netherlands, and Malaysia, with the Malaysia facility added in 2025.
• Sales channels include a direct sales force and indirect channels (distributors, value-added resellers, system integrators, OEMs).
• Uses Ablecom Technology and Compuware Technology (related parties) for contract design/manufacturing coordination and chassis manufacturing; Ablecom also handles component warehousing.
• Active inventory management and building-block designs help balance lead times, demand, and obsolescence while reducing working capital requirements.

People and governance

• Employees: 6,238 total as of June 30, 2025 (3,255 in R&D; 705 in sales & marketing; 545 in general and administrative; 1,733 in manufacturing).
• Emphasis on internal development and collaboration with customers and suppliers to tailor products to workloads.
• Board oversight of human capital management is provided through the Compensation Committee, with emphasis on diversity, fair treatment, health and safety, and adherence to global labor standards such as the Responsible Business Alliance.

Financial and corporate notes

• Customer concentration and geographic revenue mix reported for fiscal years 2023–2025 as above.
• Corporate information:
  • Headquarters: San Jose, California.
  • Stock listing: Nasdaq Global Select Market, symbol SMCI.
  • Forward 10-for-1 stock split effective September 30, 2024; pro rata adjustments to equity awards and retroactive adjustments to share counts and per-share figures applied in the filing.
  • Website: www.supermicro.com (website information is not incorporated by reference into the filing).