Industry Distribution:

• Data centers: approx. 50%
• Cloud services: approx. 30%
• Enterprise IT: approx. 20%

TOP 3 Markets:

1. USA: 40%
2. China: 25%
3. Europe: 20%

Super Micro Computer, Inc. generates the majority of its revenue from the data center industry, followed by cloud services and enterprise IT. The USA remains the largest market, followed by China and Europe. These markets benefit from the increasing demand for powerful IT infrastructures and cloud solutions.

Production Sites:

• San Jose, California, USA
• Taiwan
• Netherlands

Super Micro Computer, Inc. mainly produces its products in San Jose, California, where the company's headquarters are also located. In addition, the company has production facilities in Taiwan and the Netherlands to support its global supply chain and serve demand in various markets.

This geographical diversification enables Super Micro to respond more efficiently to regional market requirements and optimize delivery times.

Revenue Growth: 20% (estimated for 2025)
Profit Growth: 18% (estimated for 2025)

Super Micro Computer, Inc. is pursuing a growth strategy that heavily focuses on innovation and expansion into new markets. The company is investing significantly in research and development to expand its product range and leverage technological advancements. A particular focus is on developing energy-efficient and high-performance server solutions to meet the increasing demands of data centers and cloud services.

In addition, Super Micro Computer aims for geographical expansion, especially in emerging markets, to strengthen its market presence there. Partnerships and strategic alliances with leading technology companies are also part of the growth strategy to gain access to new technologies and customer segments.

The company is also emphasizing increased customer orientation by offering customized solutions that meet specific customer requirements. This is intended to lead to higher customer satisfaction and long-term customer loyalty.

Main raw materials: Semiconductors, metals (such as copper and aluminum), plastics

Countries of origin:

• Semiconductors: Taiwan, South Korea, USA
• Metals: China, Chile, Australia
• Plastics: China, Germany, USA

Super Micro Computer, Inc. imports a variety of raw materials necessary for the production of their computer hardware and components. Semiconductors are an essential component of their products and are mainly sourced from Taiwan and South Korea, as these countries are leading in semiconductor production.

Metals such as copper and aluminum are imported from China, Chile, and Australia. These metals are crucial for the manufacturing of circuit boards and other electronic components.

Plastics used for casings and other non-conductive parts come from China, Germany, and the USA. These countries provide a stable supply of high-quality plastics needed in the electronics industry.

Market Share: Estimated 10% in the server market (2025)
Revenue Growth: 18% (2024)
R&D Expenses: 5% of revenue (2024)

Super Micro Computer, Inc. has established itself as a significant player in the server market in recent years. With an estimated market share of 10% in 2025, the company demonstrates a strong presence, especially in the field of energy-efficient and customized server solutions.

The revenue growth of 18% in 2024 illustrates the company's ability to further expand its market position. This is supported by continuous investments in research and development, accounting for about 5% of revenue. These investments enable Super Micro to develop innovative products that meet the rapidly changing needs of customers.

The company's competitive advantage lies in its flexibility and ability to offer customized solutions tailored to the specific needs of customers. This, combined with a strong focus on energy efficiency and sustainability, gives Super Micro an edge over larger, less agile competitors.

Institutional Investor Share: 73% (estimated, 2025)
Insider Buys/Sells: No significant insider transactions in the last year (estimated, 2025)

The institutional investor share in Super Micro Computer, Inc. is estimated to be 73%. This suggests that a large portion of the shares are held by major financial institutions, indicating a certain level of confidence in the company's long-term performance.

In 2025, there were no significant insider transactions, indicating that the management and other insiders have not made any significant changes to their holdings. This can be seen as a sign of stability and confidence in the current company strategy.

Market share of Super Micro Computer, Inc.: Estimated 5% (2025)

Main competitors and their market shares:

1. Dell Technologies Inc.: 20%
2. Hewlett Packard Enterprise (HPE): 18%
3. Lenovo Group Limited: 15%
4. Cisco Systems, Inc.: 12%
5. IBM Corporation: 10%
6. Super Micro Computer, Inc.: 5%
7. Fujitsu Limited: 4%
8. Inspur Group: 3%
9. Huawei Technologies Co., Ltd.: 2%
10. Oracle Corporation: 1%

Super Micro Computer, Inc. holds a market share of approximately 5%, which is relatively low compared to the leading companies in the server and data center solutions sector. The market is heavily dominated by large, established companies such as Dell, HPE, and Lenovo, which together own over 50% of the market share.

Moat of Super Micro Computer, Inc.:

Super Micro Computer, Inc. is known for its flexibility and ability to offer customized solutions, providing them with a certain competitive advantage. Their focus on energy-efficient and environmentally friendly products can also be considered part of their moat.

However, compared to the larger competitors, the moat of Super Micro is less pronounced. Companies like Dell and HPE have more extensive resources, broader product portfolios, and stronger global distribution networks, giving them a significant advantage.

In summary, while Super Micro Computer, Inc. has some specific strengths, its moat is weaker compared to the market leaders. The larger competitors have a stronger competitive advantage due to their size, brand recognition, and comprehensive services.

Revenue Growth: 20% (2024) Profit Growth: 18% (2024) Market Share in the Server Market: 10% (2024)

Super Micro Computer, Inc. experienced strong revenue growth of 20% in 2024, attributed to increased demand for their server solutions and effective market expansion. The 18% profit growth during the same period highlights the company's efficiency in cost control and margin improvement.

The company has expanded its market share in the global server market to 10%, indicating successful product differentiation and technological innovations. This positioning could lead to further competitive advantages in the long term.

In addition, Super Micro Computer is investing in research and development to expand its product range and stay up to date with the latest technology. These strategic investments could further strengthen future growth potential.

Based on these factors, the stock of Super Micro Computer, Inc. could present an attractive investment opportunity, especially for investors interested in long-term growth.

Dividend: No payout (as of 2023)

Super Micro Computer, Inc. has not paid any dividends in recent years. The company has traditionally focused on reinvesting its profits into the growth and expansion of the business rather than returning capital to shareholders in the form of dividends.

Therefore, the reliability of the payout is not relevant as there is currently no dividend policy being pursued. Investors who invest in Super Micro Computer, Inc. typically do so because of the potential for capital appreciation rather than dividend income.