# The server manufacturer’s third quarter earning call on Tuesday was the first since Liaw and two other defendants were indicted in a criminal investigation over U.S. export controls and an alleged scheme to smuggle $2.5 billion in servers.

*business · news · 2026-05-06 · Fortune*

## Key points

- Supermicro stated it does not expect to restate earnings or implicate more employees in the scheme.
- Supermicro's board-led investigation into the DOJ allegations has no definitive timetable and limited CEO involvement.
- Despite the indictment, Supermicro reports unchanged Nvidia GPU supply and strong relationships with major suppliers.
- Supermicro's Q3 gross margins rose to 10.1%, driven by a customer shift from a single hyperscaler to enterprises.
- Supermicro increased fiscal 2026 revenue guidance to $38.9-$40.4 billion, signaling confidence despite ongoing investigations.

**Companies:** Supermicro, Nvidia
**Countries:** United States, China

[Read the full story on Fortune](https://fortune.com/2026/05/05/supermicro-ceo-stock-smuggling-nvidia-amd-broadcom-intel/)

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