Supply chains and trust

By: David Kanter (dkanter.delete@this.realworldtech.com), October 6, 2018 3:46 pm
Room: Moderated Discussions
Groo (charlie.delete@this.semiaccurate.com) on October 6, 2018 3:42 pm wrote:
> David Kanter (dkanter.delete@this.realworldtech.com) on October 6, 2018 9:04 am wrote:
> > Groo (charlie.delete@this.semiaccurate.com) on October 6, 2018 6:49 am wrote:
> > > Kevin G (kevin.delete@this.cubitdesigns.com) on October 4, 2018 1:47 pm wrote:
> > >
> > > > SuperMicro's engineers themselves are not taking part in this. Only the manufacturing wing
> > > > seems to be compromised. This will certainly have ramifications within the company.
> > > >
> > > One tidbit that no one seems to understand is that Supermicro
> > > exclusively manufactures in the US. Now how far
> > > down the supply chain that goes I can't say, but Bloomberg seems to have entierly missed this BIG point.
> >
> > That's simply not true:
> >
> > https://www.supermicro.com/about/milestones/
> >
> > First facility in Taiwan in 1996. It's likely they have subcontractors in China.
> >
> Nothing you linked contradicts what I said. Having a manufacturing facility 20+ years ago
> in Taiwan does not somehow preclude 100% of production in the US now as was told to me a few
> months ago by a high up SM exec. Other than that 1996 line item, the latest and only two I
> could find on that list about manufacturing are US based, as is the founding and HQ.
>
> That said you seem awful certain that I am wrong. Got anything
> more than a single line in a link to back it up?
>
> As for the subcontractors in China, please do try and read what I wrote, it isn't very long. I said,
> "Now how far down the supply chain that goes I can't say". Is that hard to understand or am I missing
> something? Do you really need to pick nits that hard to feel you are right, because you aren't.

You are right, this is nitpicking. As long as their boards are made in China, it's an issue.

I have no reason to believe their boards are made in the US and every reason to believe its in China. I don't care nearly as much whether the board is made by a sub or by Supermicro. But subs would be more susceptible to pressure.

David
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TopicPosted ByDate
Supply chains and trustDavid Kanter2018/10/04 08:23 AM
  Supply chains and trustMaynard Handley2018/10/04 09:57 AM
    Supply chains and trustMaynard Handley2018/10/04 10:01 AM
      Supply chains and trustwumpus2018/10/04 04:35 PM
      Supply chains and trustRobert Williams2018/10/08 06:30 PM
        Supply chains and trustMaynard Handley2018/10/08 07:21 PM
          Supply chains and trustRobert Williams2018/10/09 09:03 AM
            Supply chains and trustRobert Williams2018/10/09 09:08 AM
              Supply chains and trustMaynard Handley2018/10/09 09:27 AM
    Supply chains and trustdmcq2018/10/04 10:31 AM
      Supply chains and trustGabriele Svelto2018/10/04 11:32 AM
        Supply chains and trustBrett2018/10/04 11:52 AM
          Supply chains and trustMaynard Handley2018/10/04 12:08 PM
            Supply chains and trustAdrian2018/10/04 12:36 PM
              Supply chains and trustMaynard Handley2018/10/04 12:51 PM
              Supply chains and trustRob Thorpe2018/10/04 01:09 PM
            Supply chains and trustDavid Hess2018/10/04 12:38 PM
            Supply chains and trustBrett2018/10/04 12:52 PM
          Supply chains and trustDoug S2018/10/04 01:33 PM
        Supply chains and trustDavid Hess2018/10/04 12:09 PM
      Supply chains and trustDavid Hess2018/10/04 12:03 PM
    Supply chains and trustDoug S2018/10/04 01:45 PM
      Supply chains and trustGabriele Svelto2018/10/05 01:53 AM
        Supply chains and trustdmcq2018/10/05 03:51 AM
          Supply chains and trustGabriele Svelto2018/10/05 04:34 AM
        Supply chains and trustDoug S2018/10/05 12:46 PM
          Supply chains and trustGabriele Svelto2018/10/06 02:59 PM
            Supply chains and trustDavid Hess2018/10/06 04:12 PM
    Supply chains and trustJ2018/10/04 10:24 PM
      Supply chains and trustAndrew Clough2018/10/05 06:38 AM
        Supply chains and trustDavid Hess2018/10/06 04:16 PM
        Supply chains and trustMaxwell2018/10/06 04:37 PM
    Hit job on Super Micro?Maxwell2018/10/04 10:46 PM
      Hit job on Super Micro?Brett2018/10/05 12:55 AM
        Hit job on Super Micro?David Hess2018/10/06 04:15 PM
  Supply chains and trustKevin G2018/10/04 01:47 PM
    Raptor Engineering's RaptorGabriele Svelto2018/10/05 04:42 AM
    Supply chains and trustGroo2018/10/06 06:49 AM
      Supply chains and trustDavid Kanter2018/10/06 09:04 AM
        Supply chains and trustGroo2018/10/06 03:42 PM
          Supply chains and trustDavid Kanter2018/10/06 03:46 PM
            SuperMicro boards are not made in USAAdrian2018/10/07 12:08 AM
              SuperMicro boards are not made in USAAdrian2018/10/07 12:28 AM
          Supply chains and trustjuanrga2018/10/07 07:12 AM
        Supply chains and trustDavid Hess2018/10/06 04:24 PM
      Supply chains and trustWes Felter2018/10/07 03:35 PM
  What did the BOM entry look like?Mark Roulo2018/10/04 02:21 PM
  Supply chains and trustMaynard Handley2018/10/04 04:01 PM
    Supply chains and trustdmcq2018/10/05 01:27 AM
      Here's what I think happenedDoug S2018/10/05 12:56 PM
        Here's what I think happenedBrett2018/10/05 04:17 PM
          FBI wants to be your first contactex-apple2018/10/05 04:41 PM
          Here's what I think happenedDoug S2018/10/05 10:59 PM
            Why call CIA?David Kanter2018/10/06 09:01 AM
              Why call CIA?Doug S2018/10/06 09:33 AM
                Why call CIA?David Kanter2018/10/06 03:43 PM
        Here's what I think happenedMaynard Handley2018/10/05 04:23 PM
          Here's what I think happeneddmcq2018/10/06 04:52 AM
    Supply chains and trustDavid Hess2018/10/06 04:34 PM
  Supply chains and trustGroo2018/10/06 07:01 AM
    Supply chains and trustetudiant2018/10/07 04:36 AM
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