Three Supermicro employees charged in $2.5bn chip smuggling scheme

Three Supermicro employees face charges of conspiracy to smuggle restricted Nvidia H100, H200 and B200 chips to China. The alleged $2.5 billion scheme used dummy boxes, fake labels and a pass-through company. TechRadar describes it as the biggest heist of the US-China chip war.

Three men, identified as Supermicro employees, have been charged with conspiracy to smuggle restricted Nvidia H100, H200 and B200 GPUs to China, according to a TechRadar report published on March 20, 2026. The scheme is estimated at $2.5 billion and reportedly relied on dummy boxes, fake labels and a pass-through company to bypass restrictions. This case is framed within the ongoing US-China chip war, with restrictions on advanced semiconductor exports to China aimed at limiting technological advancements there. No further details on the individuals, exact charges or court proceedings were provided in the source. The report highlights the methods used to enable the smuggling operation.

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U.S. officials and Nvidia executives shake hands over H200 chip at press conference approving exports to China, with flags and reporters.
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美国批准英伟达H200芯片对华出口

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美国商务部周二宣布,允许英伟达向中国客户恢复H200芯片的出货,此举是特朗普政府放松对华技术出口管制的最新举措。该芯片是英伟达第二先进的AI处理器,此前因担忧中国科技和军事实力而受限。

Super Micro Computer's stock fell more than 30% after US authorities charged employees, including a co-founder, with smuggling AI chips to China. The Department of Justice findings support the company's compliance and internal controls, with no charges against Super Micro itself. The incident involved an estimated $2.5 billion in smuggled sales, about 10% of the firm's FY25 revenue.

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President Donald Trump has announced a 25% tariff on certain advanced AI chips from Nvidia and AMD, allowing their export to China while claiming a share of the sales revenue. The policy reverses a prior export ban on Nvidia's H200 chips but imposes the levy to fund US interests. Industry executives view it as a way to shield the arrangement from legal challenges.

特朗普政府将与各国追求单独的半导体关税协议,一位美国官员表示,此前本周与台湾达成协议。该协议允许台湾企业在美建设芯片产能期间,无关税进口相当于规划产量2.5倍的材料。韩国贸易部长评估对本地芯片制造商的影响有限。

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Nvidia CEO Jensen Huang expressed confidence that South Korean companies will nimbly handle US tariff concerns during the Asia-Pacific Economic Cooperation (APEC) summit. He highlighted Korea's significant opportunities in physical AI and robotics, while praising partnerships with Samsung and SK hynix. The remarks came shortly after Seoul and Washington finalized a trade deal.

Nvidia has announced plans to deploy up to 260,000 of its latest Blackwell GPUs in South Korea, partnering with the government and companies like Samsung Electronics, SK Group, Hyundai Motor Group, and Naver Cloud to build AI factories. The initiative will boost the country's AI computing capacity and offer significant opportunities for Samsung and SK hynix in supplying high-bandwidth memory chips. Nvidia CEO Jensen Huang praised South Korea's world-class memory technology during the APEC CEO Summit in Gyeongju.

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三星电子计划在本月第三周开始向英伟达发货全球首款量产HBM4芯片。交付将在农历新年假期后进行,支持英伟达的Vera Rubin AI加速器平台。

 

 

 

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