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Super Micro Co-Founder Charged in $2.5B AI Chip Smuggling Plot to China; Stock Drops 25%
US DOJ charged Super Micro co-founder Charles Liang and two others in a conspiracy to illegally divert cutting-edge AI semiconductors to the People's Republic of China, valued at $2.5B — triggering a 25% single-day stock collapse. The case is the largest AI export-control enforcement action to date and signals aggressive DOJ posture on AI hardware smuggling. For builders: this will accelerate supply chain scrutiny of AI hardware vendors and tighten access to frontier GPU clusters for non-US entities.
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