Overview
- Jensen Huang, who arrived in Taipei on Saturday, publicly called on Super Micro Computer to strengthen export‑control compliance and said Nvidia requires partners to follow U.S. trade rules.
- U.S. federal prosecutors unsealed a March indictment that charges Supermicro co‑founder Yih‑Shyan “Wally” Liaw and two others with conspiring to smuggle about $2.5 billion in Nvidia‑equipped servers to China through shell companies in Southeast Asia.
- Taiwan’s Keelung District Prosecutors’ Office has detained three suspects for submitting fraudulent shipping declarations to move Supermicro servers with Nvidia chips to China, Hong Kong, and Macau.
- Supermicro says it is cooperating with investigators and Liaw has pleaded not guilty, while the U.S. and Taiwan probes remain active and legally separate but linked by the same alleged intermediary pipeline.
- The case highlights a gap between U.S. export controls and real trade flows: H200 chips have been licensed for some Chinese buyers but no deliveries have occurred, raising new pressure on compliance, supply chains, and regional enforcement.