Mar. 20 at 3:45 PM
$SMCI and Charles are NOT implicated in the case!
$SMCI needs to hire law firm who handled
$CDNS' settlement to quickly get past this!
Worst outcome
$300-500 mil fine, they will profit
$720 mil next quarter based on conservative
$12B revenue and 6% profit margin.
Similar cases under Trump DOJ:
AMAT's case was announced Nov 17, 2023 and settled on Feb 11, 2026
CDNS's case was announced April 2025 and settled on July 18 2025
**Applied Materials** | 2026 | Illegal exports of semiconductor manufacturing equipment to China (SMIC). | **
$252 Million**
**Cadence Design Systems** | 2025 | Unlawfully exporting semiconductor design software to a restricted PRC military university. | **
$140 Million**
Given that the Supermicro indictment involves **
$2.5 billion** —potential corporate fine could be in the **
$300 million to
$500 million** range
Both
$AMAT and
$CDNS stocks dipped but recovered