Supermicro: a key customer drives growth
Supermicro has recently reported strong revenue growth. However, a single customer accounts for a significant 63% of this increase. This raises questions about the diversification of the customer base and the dependence on a single large buyer.
Previous financial difficulties
In recent years, Supermicro has faced several challenges, including losing its NASDAQ listing, admitting possible inaccuracies in its financial statements, and the risk of a new delisting. Furthermore, in the past, the company failed to fully capitalize on the artificial intelligence boom.
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