TAIPEI—Super Micro Computer intends to increase its server manufacturing capabilities in the U.S., according to the company’s CEO, amid escalating worldwide demand for artificial intelligence technology.
AI demand is increasing at a rapid pace,” CEO and chairman Charles Liang told The Wall Street Journal during an interview on Monday. “There are numerous growth opportunities in the U.S., Europe, and Japan.
The San Jose, Calif.-based server maker will consider expanding production in states such as Mississippi and Texas, especially if President Trump continues to push for localization, Liang said.
In February, Super Micro, a company that provides servers utilized in generative AI, announced its intention to construct a third facility in San Jose.
Liang said the company was eyeing manufacturing in Texas and Mississippi as costs in Silicon Valley rise. Super Micro makes the bulk of its servers in California.
The firm aims to capitalize on the worldwide AI boom, with companies adopting this technology to enhance efficiency and productivity across various operations. Major players like Microsoft and Amazon have invested substantial funds into constructing data centers globally for training and implementing AI models.
Nevertheless, Super Micro revised its sales forecast for fiscal 2025 downward this month, since several clients postponed their server and other computing product orders because of increased economic unpredictability stemming from tariffs the U.S. has levied on various nations.
The server maker now expects sales of $21.8 billion to $22.6 billion for its fiscal year ending June 30, down from a prior outlook of $23.5 billion to $25 billion.
Liang acknowledged Trump’s efforts to try and move the supply chain for high-end semiconductors and AI infrastructure home, but said the U.S. leader faced challenges.
“America is quite costly,” he remarked. “The country hasn’t focused on production for roughly three decades, hence both its infrastructure and workforce have lost touch with manufacturing roles.”
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