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The information provided on EL7.AI is for educational and informational purposes only and does not constitute financial advice.
Amid escalating US-China tech tensions, Taiwanese authorities have escalated a probe into the unauthorized diversion of advanced AI servers made by Super Micro Computer, according to The Wall Street Journal. The investigation is part of broader efforts to crack down on alleged smuggling of Nvidia chips to China via Taiwan, highlighting increasing regulatory risks for semiconductor and AI server companies.
The development comes as chip and AI hardware makers face heightened regulatory scrutiny. SMCI closed at $28.15 (June 29, 2026), while Nvidia ended at $194.97 in the same session. Per market data, Taiwan-based TSMC shares traded at $455.10, reflecting investor confidence in the island's manufacturing sector despite geopolitical tensions.
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Sign InInvestors are now focused on how the probe may impact SMCI's export operations and compliance posture. At the last close, SMCI traded within a daily range of $27.75 to $31.22, and Nvidia between $189.80 and $196.17. No direct calendar catalysts are scheduled for either firm in the coming week, but any additional US sanctions on AI chip exports to China could serve as a negative catalyst for the sector.