---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/43062993.md"
description: "$Super Micro Computer(SMCI.US) New orders have piled up to over 60 billion, setting a new all-time high, but the Q4 revenue guidance sits at the lower end of 11 to 12.5 billion. Record orders, yet recognized revenue is calculated based on the lowest estimate—there's no shortage of demand or inventory, the question is when the goods can actually be delivered."
datetime: "2026-07-30T04:10:46.000Z"
locales:
  - [en](https://longbridge.com/en/topics/43062993.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/43062993.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/43062993.md)
author: "[机魂微悦](https://longbridge.com/en/profiles/2082357266106175488.md)"
---

# $Super Micro Computer(SMCI.US) New orders have pil…


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