Daily Views on Tech Headlines | SMCI, QCOM, AMD, INTC, TSMC

研报英文原文证据摘录

Daily Views on Tech Headlines | SMCI, QCOM, AMD, INTC, TSMC

Quick Note

June 30, 2026 Hardware

Daily Views on Tech Headlines | SMCI, QCOM, AMD, INTC,

Analysts TSMC

Matt Bryson

(617) 695-6302

matthew.bryson@wedbush.com

Antoine Legault, CFA, CPA SMCI: Taiwan prosecutors raid Supermicro's local office

(626) 497-1619

antoine.legault@wedbush.com View: Taiwan's Keelung District Prosecutors Office raided Supermicro's Taiwan

office Monday, expanding its probe into the alleged smuggling of restricted Nvidia

AI chips into China through SMCI servers. The investigation also reportedly involved

a search of six residences and three affiliated companies (including distributor

Albatron and data-center operator Chief Telecom) and summoning individuals

for questioning. The case still centers on document falsification, with SMCI not

charged as a company and reiterating it is cooperating. This news follows Taiwanese

authorities in May having detained individuals charged with smuggling SMCI

servers with NVDA chips to Hong Kong (via Japan).

While Supermicro does not appear to be directly involved in selling product to

China, the news again raises questions around the company's financial controls,

including vetting of NVDA shipments. And while we don't necessarily expect

repercussions from this latest set of events, we continue to remain concerned that

w/o a restructuring of SMCI's controls, operations, and processes, that financial and

compliance issues will remain an ongoing risk for the US server vendor. Bloomberg

ByteDance, INTC, AMD: ByteDance targets an in-house CPU for 2H27 mass

production, may partner with Qualcomm

View: Per the South China Morning Post, ByteDance is looking to pull forward

its next-gen in-house CPU, with mass production targeted for 2H27, and