Reported 21 days ago
Nvidia is reportedly rerouting orders away from Super Micro amid the latter's ongoing accounting problems, including the resignation of its auditor Ernst & Young. Super Micro's stock has been volatile, dropping significantly after the resignation was announced, which highlighted concerns about governance and internal controls. As a result, competitors like Gigabyte and ASRock are benefiting from the situation, securing new contracts in the AI supply chain.
Source: YAHOO