Access to advanced artificial intelligence technologies has emerged as a vital national security issue. It's also a central point driving rising tensions between the U.S. and China. The U.S. and other Western allies have made moves to limit China's access to advanced processors and semiconductor manufacturing equipment.
It's possible that these developments could limit Supermicro's growth potential in China and some other markets. The company uses Nvidia's processors in its high-performance rack servers, and there is a risk that new regulations could curb some of its business opportunities.
On the other hand, the company generates the large majority of its revenue from U.S.-based customers. Geopolitical relations between the U.S. and China present a broad-based risk for the stock market right now, but Supermicro's business actually looks fairly insulated at the moment.
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