Guo Mingchi: The possibility of suspension or delisting of Super Micro Computer is increasing.

On November 1st, Golden Ten Data reported that Guo Mingchi, an analyst at Tianfeng International, wrote that the resignation of auditing firms is a serious signal, and the possibility of SMIC.O facing suspension or delisting is increasing. This will indirectly weaken SMIC’s competitiveness and bring huge challenges to its survival, especially when its competitors are well-funded and resource-rich manufacturers. Although SMIC’s influence in the AI server industry has weakened (they are 3-6 months behind Foxconn and Quanta in mass production of GB200), the company still maintains solid AI server design and manufacturing capabilities. If my analysis is correct, the company’s management team or board of directors may undergo significant adjustments. Further corporate integration is also possible, as evidenced by AMD’s acquisition of ZT Systems.