Yih-Shyan 'Wally' Liaw

Co-founder and SVP, Super Micro Computer Inc. (SMCI). Indicted March 2026 (charges unsealed Mar 19-25) for orchestrating a $2.5 billion NVIDIA GPU smuggling operation to China since 2024. Diverted A100 and H100 chips via complex web of Southeast Asian intermediaries. Dummy servers to deceive auditors, fake paperwork, physical alteration of hardware with hair dryers to peel off serial numbers and labels to bypass US Commerce Department export controls.

SMCI stock dropped 33% on the unsealing. Engine read: Liaw is the physical embodiment of the cross-adversary capital flow that completely nullifies the 'national security' rhetoric surrounding chip bans. Mythos (US-gated) and DeepSeek V4 (China-gated) run on the exact same underlying silicon reality — both sides of the false dialectic possess the compute substrate required to maintain their respective gated capability tiers.