Supermicro & TSMC

Supermicro: Supermicro tumbled 28% after announcing plans to raise $7 billion in cash by selling shares, which diluted existing shareholders' ownership.

TSMC: TSMC, a major chipmaker in Taiwan, was affected by the broader AI stock sell-off, though Taiwan's market showed some resilience.

Supermicro: Supermicro's offices in Taiwan were raided as part of an investigation into alleged illegal exports of Nvidia AI chips to China. The company's stock fell significantly, and it is cooperating with authorities.

TSMC: TSMC manufactures the cutting-edge chips for both Nvidia and AMD, making it a key player in the global semiconductor supply chain affected by these export controls.

Supermicro: Supermicro Inc. is mentioned as a major AI ecosystem participant, providing context for the industry but not directly involved in Nightfood Holdings' alliance.

TSMC: TSMC is mentioned as an established participant in the AI infrastructure ecosystem, indicating the broader market context for Nightfood Holdings' strategic moves.