Supermicro 結果共8筆

AI伺服器大廠美超微（Supermicro）近期因為陷入財務風波，股價短短兩天暴跌超過40%，從年初被投資人譽為妖股，且是市場寵兒的美超微現在變成市場棄兒，成為今年標普500指數的最大輸家。財信傳媒董事長謝金河在臉書上談這起美超微風暴，認為「公司治理是超越一切的聖牛」，起線在公司尚未採取有力的止血行動，「看起來利空尚未出盡，可惜了」。

Explore how Charles Liang, founder of Supermicro, has driven his company to prominence in the AI technology sphere, particularly through innovations like liquid cooling. Discover his deep ties to Taiwan and how these influence his business strategies and investments.

在美國矽谷，美超微（Supermicro）總裁暨執行長梁見後與黃仁勳、超微董事長暨執行長蘇姿丰並列「台裔AI三巨頭」，但不同於黃仁勳和蘇姿丰從小移民美國，梁見後是出身嘉義山區的農村子弟，一路在台灣接受完整教育才到美國，在沒有資源、人脈的環境下創業，成長歷程堪比勵志小說。

Supermicro CEO Charles Liang unveils new AI tech and liquid cooling systems at COMPUTEX, highlighting significant savings, CO2 emissions cuts, and the potential for mainstream green computing.

台北國際電腦展將於今（4）日至7日登場，晶片大廠輝達（NVIDIA）、超微（AMD）、英特爾（Intel）、美超微（Supermicro）等公司高層，包括輝達創辦人「黃仁勳」、超微總裁「蘇姿丰」、英特爾執行長「基辛格」、美超微總裁「梁見後」等人已陸續抵台。有業內人士透露，此次大佬們全都下榻在松山區的「台北文華東方酒店」，該酒店平均每晚住宿費要價2.9萬元，若等級上升最高甚至要價5.775萬元。

今（8）日台股開盤一路攻高，盤中衝破2萬點，創下歷史新高。其中台積電（2330）跳空漲35元，以795元開出，最高上漲36元至796元，再度刷新股價。此外，輝達在美股大漲4.47%，盤後續漲1.26%，首次站上900美元大關。

Supermicro, the U.S.-based server and computer manufacturer, experienced a stock price surge of over 10% during after-hours trading on Jan. 29. This increase followed the release of the company’s financials for the October-December 2023 period, which exceeded market expectations. Supermicro upgraded its full-year revenue outlook for the 2024 fiscal year from US$10-11 billion to US$14.3-14.7 billion. The current quarter’s sales estimate is US$3.7-4.1 billion, with an adjusted earnings per share of US$5.20-US$6.01. Net sales for the company have more than doubled from US$1.8 billion in the same period last year to $3.66 billion, surpassing the market estimate of US$3.42 billion. Supermicro CEO Charles Liang attributed the company’s success to winning new partners and the increasing demand for its optimized AI computer platforms and comprehensive IT solutions.

輝達執行長黃仁勳今天(1日)，擔任Supermicro總裁「梁見後」的演講嘉賓，會後接受媒體採訪，被問到是否前往中國大陸參訪，他表示還沒決定，而外界傳出下一代輝達的晶片可能委外英特爾，黃仁勳強調還是會交給台積電。