分析师指出，美超微风暴可能为戴尔带来转单效益。台厂则“几家欢乐几家愁”，媒体报导，英伟达已把部分要给美超微的订单转给技嘉（2376）、华擎（3515）；英业达（2356）原有望透过转投资ZT Systems分一杯羹，但超微日前宣布斥资49亿美元收购ZT全数股权，英业达ZT持股全卖给超微，断绝了关系，转单效益随之落空。

美超微身陷财报疑云遭安永会计师事务所切割，股价因而暴跌，今年涨幅全数回吐之余，市场关注英伟达服务器供应链挪移效应。

媒体报导，以2024年英伟达AI服务器HGX／DGX出货市占率来看，美超微以16%居第三、随着美超微出状况，这16%份额应该会被其他厂商瓜分。

综合外媒报导，英伟达可能会把部分订单转给戴尔，台厂则可能转给技嘉、华擎等。ZT在相关市场也颇具分量，英业达原有望透过转投资ZT分一杯羹，但超微日前宣布斥资49亿美元收购ZT全数股权，英业达把原有ZT股票全卖给超微，切断了连带关系，英业达此次美超微风暴可能的转单效益恐随之落空。

Melius研究公司分析师瑞茨4日发布报告指出：“毫无疑问，美超微不仅是戴尔的竞争对手，且是人工智能服务器领域的主要竞争者。”

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