Super Micro Computer Targets U.S. Growth to Capitalize on Surging AI Demand – WSJ
21 Maio 2025 - 11:28AM
IH Market News
Super Micro Computer (NASDAQ:SMCI) is preparing to ramp up its
domestic manufacturing capabilities in response to the escalating
global need for artificial intelligence (AI) infrastructure,
according to a report published by the Wall Street Journal
on Tuesday evening.
In an interview held Monday, CEO and Chairman Charles Liang
discussed the company’s ambitions to broaden its U.S. operations.
“The demand for AI is growing rapidly,” Liang said, adding that the
trend is creating significant growth opportunities not only in the
U.S., but also across Europe and Japan.
To support this expansion, Super Micro is considering additional
facilities in states like Texas and Mississippi, particularly if
current U.S. policies continue to favor domestic production. Liang
indicated that rising costs in Silicon Valley are driving the
company’s interest in lower-cost regions. “The company is
considering manufacturing in Texas and Mississippi due to the
rising costs in Silicon Valley,” he noted.
Back in February, Super Micro announced plans for a third
production campus in San Jose, reinforcing its commitment to growth
in its home state while also eyeing more geographically diverse
sites.
The majority of Super Micro’s servers—key components for
powering generative AI applications—are currently assembled in
California. However, the company’s broader strategic aim is to
better position itself amid the accelerating global race to build
AI infrastructure.
With artificial intelligence shaping up to be one of the
decade’s dominant technological shifts, Super Micro’s move to scale
its U.S. footprint reflects an effort to secure its role as a
critical supplier in this rapidly evolving space.
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