AI Server Leader Sees Market Capitalization Surge by 3 Trillion Won in Just One Day

US AI server provider Super Micro Computer Inc. (SMCI) surged 11.01% on the Nasdaq on January 16, closing at $32.66.
Trading volume jumped to 48.01 million shares, and its market capitalization rose by about $2.4 billion (roughly ₩3 trillion) in a single day, reaching approximately $19.5 billion (around ₩25 trillion).

Although Goldman Sachs recently initiated coverage of SMCI with a sell rating and a low price target, citing margin pressures, analysts say the day’s rally was driven by a semiconductor upswing coinciding with options expiration, underscoring a short-term rebound.

Earlier this month in Las Vegas, the company unveiled new products—including its Super AI Station, AI PCs, and edge AI systems—signaling an expansion of its AI infrastructure business beyond data centers to client and edge deployments.

Headquartered in Silicon Valley, Supermicro has grown as an IT infrastructure firm by offering high-performance servers and storage for AI and cloud workloads, as well as liquid-cooled data-center solutions. Through collaborations with major chip makers such as NVIDIA, it has steadily increased its share of the AI server market.

However, concerns over a lower-margin structure as AI servers account for a larger share of sales—and a reliance on a few large customers—have been cited as factors that could heighten its stock volatility amid questions over future profitability and governance.