Super Micro Computer, Inc.

• SMCI Stock Price 24h change: +11.01%. From 29.42 USD to 32.66 USD.
The price surged on Friday due to a broad chip-sector rally following Taiwan Semiconductor's (TSM) strong earnings, which reignited optimism for AI server demand despite recent structural concerns.
• From a technical perspective, the stock has staged a sharp rebound from a 52-week low of 25.71 USD, successfully breaking above immediate resistance near the 30 USD level. While the short-term momentum is bullish with heavy trading volume (77.8M shares), the price remains below its 200-day moving average (43.20 USD), suggesting the long-term trend is still recovering from a deep correction.
• Goldman Sachs assumed coverage of SMCI with a "Sell" rating and a 26 USD price target on Jan 13, warning that heavy competition and "margin-dilutive deals" continue to erode profitability despite high revenue growth.• Super Micro announced support for NVIDIA's next-generation "Rubin" platform and expanded its Blackwell architecture solutions to the European market, aiming to capture the next wave of AI infrastructure spending.• Management recently projected a significant revenue jump for the current quarter and established a new subsidiary dedicated to U.S. federal agency demand, targeting an eventual 100 billion USD annual revenue run-rate.
• Gartner forecast on Jan 15 that worldwide AI spending will hit 2.5 trillion USD in 2026, with a 49% increase in spending specifically for AI-optimized servers as enterprises shift from model training to large-scale inferencing.• Taiwan Semiconductor (TSMC) increased its 2026 capital expenditure guidance to 56 billion USD, a 37% year-over-year jump, signaling a massive and sustained runway for the entire AI hardware supply chain.

• SMCI Stock Price 24h change: +11.01%. From 29.42 USD to 32.66 USD. Price rose sharply as strong quarterly results and increased capital expenditure guidance from Taiwan Semiconductor (TSM) boosted confidence in sustained AI server demand.
• From a technical perspective, the stock is showing a "volatile rebound from oversold conditions": while the long-term trend remains bearish with the price below the 200-day moving average ($41.98), the short-term market has reclaimed the $30 support level. Technical indicators like the RSI (around 40-70 depending on timeframe) suggest a neutral to bullish shift in momentum, though high volatility persists.
• Taiwan Semiconductor (TSMC) reported a 35% surge in profit and raised its 2026 capital expenditure to $56 billion, signaling a massive runway for AI hardware providers like Super Micro.
• Goldman Sachs initiated coverage on SMCI with a "Sell" rating and a $26 price target, citing concerns over long-term profitability and margin erosion despite the company's market leadership.
• Super Micro secured a $2 billion credit facility with JPMorgan Chase to fund its expansion into edge AI and liquid-cooled data center solutions, aiming for $36 billion in fiscal 2026 revenue.
• NVIDIA unveiled its next-generation "Alpamayo" AI model and "Blackwell" architecture updates at CES 2026, driving expectations for a new cycle of high-density server upgrades.
• The "Physical AI" trend dominated CES 2026, with major shifts toward on-device compute and humanoid robotics, increasing the demand for localized high-performance edge servers.