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Super Micro Shares Plunge on Chip Smuggling Charges

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Super Micro shares dropped sharply after U.S. prosecutors charged three people linked to the company, including its co-founder, over an alleged scheme to smuggle AI technology to China.

Although the company itself was not named as a defendant, the case has raised serious concerns among investors about legal, reputational and commercial risks. Super Micro said it cooperated with investigators, placed the employees involved on leave and ended ties with a contractor connected to the matter.

According to U.S. authorities, the accused helped move billions of dollars worth of American AI server technology through third countries before the products were allegedly redirected into China. The case comes amid strict U.S. export controls designed to limit China’s access to advanced semiconductor and AI infrastructure.

The market reaction reflects broader fears that customers may reconsider supplier relationships and that the company could face increased scrutiny. Analysts also noted that rival server makers could benefit if buyers seek alternatives.

The development adds fresh pressure on Super Micro, which had already faced volatility tied to margin concerns and previous market criticism despite strong demand linked to the AI boom.

Tesla Explores Major China Solar Equipment Deal

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Tesla is in talks to buy about $2.9 billion worth of solar manufacturing equipment from Chinese suppliers as it pushes to build a large-scale solar production base in the United States.

The discussions involve equipment for making solar panels and cells, with Chinese firms seen as key candidates because of their strong position in global solar machinery. Some of the equipment may require export approval from Chinese authorities before shipment.

The reported move supports Elon Musk’s goal of building 100 gigawatts of solar manufacturing capacity in the U.S. by the end of 2028. Most of that capacity is expected to support Tesla’s own energy needs, while part of it could also be used for SpaceX-related operations.

The potential order also highlights the complexity of reducing U.S. dependence on China, as American clean energy expansion still relies heavily on Chinese industrial equipment. Even with tariffs in place on many solar imports, manufacturing machinery remains difficult to source elsewhere at scale.

If completed, the deal would represent a major boost for Chinese solar equipment makers while strengthening Tesla’s position in U.S. solar manufacturing during a period of rising electricity demand driven by data centers and industrial growth.

China Brain Chip Firm Says It Trails Neuralink by 3 Years

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Chinese brain-computer interface company NeuCyber Neurotech said its most advanced brain chip technology is still about three years behind Elon Musk’s Neuralink, highlighting the gap as China accelerates development in the sector.

The company said its latest invasive product, Beinao-2, is still in the animal testing stage, while Neuralink already has more than 20 human trial participants. NeuCyber’s executives said the next steps include early clinical studies and then larger human trials before the technology can move closer to commercial use.

China recently approved its first invasive brain-computer interface device for commercial use, showing how quickly the country is trying to expand in the field. Beijing has also elevated brain-computer interfaces to a priority strategic industry alongside quantum technology and embodied AI.

NeuCyber has already implanted its earlier Beinao-1 system in several patients, including individuals with severe paralysis, and said some users showed improvement in hand movement and computer control. The company aims to broaden trials further this year as it works toward regulatory approval.

The update reflects China’s wider effort to narrow the gap with leading global brain chip developers while building a domestic market for advanced neurotechnology.