So correct me if I'm wrong, but the most sinister part of the story in how some might assume SuperMicro is a Chinese or a MainlandChinese-founded company. It came right around the time ZTE, Huawei and others were facing renewed scrutiny. So you can imagine how easy it is to read the story and just think "oh, another Chinese company got busted".
Which makes the idea that a US intelligence agency is setting up Supermicro really dumb on its face. The reality is that the company is poorly run and has a lot of resources and background in Taiwan.
If there’s a nefarious nation-state plot, it’s more likely a Chinese one intended to demonstrate their ability to disrupt commerce. Any of the big vendors (HP[E], Lenovo, Dell, etc) are toast without their offshore partners.
