SMCI ▲ +0.6% - Super Micro Computer, Inc. $SMCI Supermicro Caught in Nvidia's "Export-Control Crossfire": Rosenblatt ? • 80% of September-quarter sales came from the U.S. versus 5.5% from Asia. Rosenblatt believes SpaceX is the largest customer, accounting for 44% of sales. • Supermicro IR says the company never supplied Megaspeed and cooperated with Singaporean authorities, although those authorities described the cooperation as limited. • IR says the DOJ investigation concerns previously disclosed historical OBON transactions, with no new U.S. agency notices. • An independent investigation completed in August found no evidence implicating current senior management in the alleged chip diversion. 13-NOV-2026 07:40 AM ET