Taiwanese Prosecutors Raid Super Micro Offices and Detain Two Employees in Nvidia Chip Smuggling Probe

Super Micro Computer shares fell 4.5% on September 14, 2026, after Taiwanese prosecutors raided the company's local offices and detained two employees as part of an investigation into alleged smuggling of Nvidia-powered servers to China. The detentions and raid are linked to a scheme involving shipments of Nvidia chips to China in violation of export controls, escalating a regulatory problem that the company had already disclosed to investors through an ongoing independent board review into export-control matters.

The stock, which had recovered sharply in early September after NVIDIA named Super Micro as a global system builder for its new Vera Rubin NVL4 rack platform, gave back a portion of those gains on the news. Shares recovered slightly from their session lows and were trading near $28.12, down about 4.4%, by the afternoon session. Options activity in SMCI was elevated on the day, with the ticker appearing on lists of both most-active and fastest-growing options volume. Pre-market activity on September 15 remained unsettled, with traders citing continued AI data center rack deployments as a partial offset to the supply-chain and compliance overhang.