According to the Securities Times APP, Nvidia (NVDA.US) is transferring the orders previously placed with Super Micro Computer (SMCI.US) to other suppliers to contain the chaos in the AI server industry.

Previously, Super Micro Computer has been facing challenges in financial reporting. It is reported that if the company fails to submit its financial statements by November 20th, it will face the risk of delisting again. In 2018, the company was delisted due to non-compliant financial reporting.

Nvidia has intervened to address the impact of Super Micro Computer's challenges on the entire industry, aiming to stabilize the supply chain. The U.S. chip giant is transferring Super Micro Computer's customer orders to other suppliers to contain the chaos in the AI server market.

Last week, Super Micro's stock price plummeted over 45%, marking its worst week ever, due to the resignation of the company's auditor. At the end of August, Hindenburg Research released a short-selling report against the company, raising concerns about the company's financial statements. A day later, Super Micro announced a delay in submitting its annual 10-K report. The company later stated that no significant changes are expected in the 2024 fiscal year.

Last week, Super Micro announced amendments to its loan agreement with Cathay Bank, including extending the deadline for the company to submit its annual performance.

Super Micro's customer orders have been transferred to other companies, with Gigabyte and ASRock seeing an increase in new orders and customer inquiries. Supply chain sources indicate that Gigabyte and ASRock are benefiting from the transfer of orders from Super Micro and have signed contracts with major customers like CoreWeave.

Gigabyte in Taiwan has raised its fourth-quarter and full-year server revenue expectations. The report highlights that the company is also accelerating the deployment of liquid cooling technology to align with Nvidia's rapid growth.

Meanwhile, ASRock Technology in Taiwan also received orders from super micro computer's small and medium-sized customers, setting a record revenue in the third quarter. The report stated that the fourth quarter is expected to peak, with both full-year revenue and profit expectations being raised.

With the launch of NVIDIA's H200 in the fourth quarter, ASRock has been added to the supply list for GB200 in the second half of 2025. Reports indicate that the company also plans to introduce liquid cooling products to support the profit growth forecast for 2025.

However, the plight of super micro computer may impact its supply chain, affecting important partners like Lite-On Technology, which has the support of Ablecom Technology and Compuware Technology. The dependency on super micro computer has raised concerns about Lite-On Technology's market share and performance in the AI sector.

The chairpersons of Ablecom and Compuware are siblings of the chairman of super micro computer, and these two companies have close ties with Lite-On. According to reports, their investments in Lite-On are mainly influenced by Lite-On's distribution rights for NVIDIA Quadro in China and its local network. The potential impact of this investment on Lite-On is still unclear.

Oriental Semiconductor Electronics, which provides packaging and testing services for super micro computer, is also facing potential disruptions that could affect its operation.

Thermal management solution provider Auras Technology and electronic parts supplier Argosy Research are also caught in this storm. The report indicates that orders for both companies have decreased, which could impact their positions in the artificial intelligence field.

These companies, as part of the super micro computer supply chain, are carefully managing the situation amidst continuously changing customer demand and revenue issues.