Supermicro's record AI server sales put margins and cash conversion in focus

Supermicro's latest results show its expansion into complete AI data center systems gaining scale, while leaving open how much of that growth can translate into durable profitability and cash. Record sales lifted earnings sharply, but the company retained less of each sales dollar than in the preceding quarter and cont

✍️ Editor's Review

Editor's Review: What October Taught Us About the Gap Between Sold Out and Priced In

Every supplier proved demand in October. None could prove the return on the capital required to serve it — and the market sold the second doubt harder than it bought the first fact.

November 01, 2026 Read the review →
📚 Explainer

What is Glass Substrate — and Why It Could Reshape the Chip Packaging Industry?

For thirty years chip substrates have been organic resin. AI packages have outgrown it. Intel shipped the first glass-core processor in January 2026 — and the race to scale it will be decided largely in Asia.

October 31, 2026 Read the explainer →
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