Supermicro lost a huge order for NVIDIA GB200 NVL72, which was transferred to Wiwynn

Supermicro, according to UDN, has lost an order from the Indonesian YTL Group (YTLP) to supply the latest NVIDIA GB200 NVL72 super accelerators for one of the largest AI supercomputers in Southeast Asia. Initially, the YTL order was divided between Supermicro and Wiwynn (Wistron), but now only Wiwynn will handle deliveries.

In early November, information appeared that NVIDIA began to change the supply chain, redirecting chips intended for Supermicro to other vendors. Recently, Supermicro was NVIDIA’s third-largest partner in terms of chip purchases. Supermicro is rumored to have halted the expansion of two factories in Malaysia that would have doubled its production capacity to 10,000 fully equipped racks per month.

The halt in plant construction has negatively impacted the plans of YTL Group, a major buyer of NVIDIA AI servers and one of Supermicro’s largest customers. YTL intends to build a data center campus with an area of ​​more than 660 hectares in Johor (Malaysia) for $4.3 billion and place there the most productive AI supercomputer in the country or even the region (300 Eflops). According to UDN, YTL was forced to transfer the order to Taiwanese Wywinn. The latter also has a state-of-the-art manufacturing facility in Malaysia, which has recently been expanded.

Supermicro’s big troubles began in August, when Hindenburg Research accused the company of various abuses, including manipulation of financial statements. Subsequently, the US Department of Justice opened its own investigation. Ernst&Young refused to audit Supermicro, and the company itself has already postponed the publication of financial statements several times. All this led to a sharp drop in the value of the company’s shares. And now it is completely threatened with delisting from Nasdaq.