Super Micro sinks as DOJ probes possible China smuggling links to Nvidia fallout Louis Juricic Thu, November 12, 2026 at 12:47 PM EST 2 min read SMCI -10.94% NVDA -4.76% Explore stocks on Coinbase Trading disclosure Trading disclosure The above button links to Coinbase. Yahoo Finance is not a broker-dealer or investment adviser and does not offer securities or cryptocurrencies for sale or facilitate trading. Coinbase pays us for certain activity generated through this link. Prices displayed are informational.
Investing.com -- Super Micro Computer shares tumbled 12% after Bloomberg reported that the U.S. Justice Department is investigating whether entities linked to Alice Huang, a woman suspected by US officials of potentially targeting former Nvidia CEO Jensen Huang, were involved in efforts to smuggle Super Micro products into China.
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The previously unreported scrutiny is being led by the US attorney's office in Manhattan, according to a person familiar with the matter cited by Bloomberg. It remains unclear whether the investigation is connected to existing semiconductor-smuggling cases brought by US or Asian prosecutors.
The development comes as the DOJ is already investigating Alice Huang's former company, Megaspeed International, over suspected semiconductor smuggling. Megaspeed has denied wrongdoing.
The allegations also intersect with an existing criminal case involving Super Micro co-founder Yih-Shyan "Wally" Liaw, whom Manhattan federal prosecutors charged in March alongside two others over an alleged conspiracy to ship Nvidia-powered servers to an unnamed Southeast Asian company before diverting them to Chinese customers.
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Super Micro was not named as a defendant and has said it is cooperating with the investigation. Liaw, who pleaded not guilty, is no longer with the company.
The latest Bloomberg report follows a separate Semafor report that the DOJ has multiple investigations that could draw in Nvidia. One is specifically focused on the chipmaker on antitrust grounds, while separate inquiries concern Megaspeed and Super Micro and have focused on Alice Huang's involvement.
The reports come amid the fallout from Jensen Huang's departure from Nvidia. Nvidia shares remained down around 5% following the announcement, as investors assessed the implications for the company and its leadership.
There is currently no indication that prosecutors intend to bring criminal charges against Nvidia or Jensen Huang. It is also unclear what role, if any, Alice Huang or entities connected to her may have played in the alleged smuggling of Super Micro products. DOJ investigations can conclude without charges.
Super Micro sinks as DOJ probes possible China smuggling links to Nvidia fallout
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