15 Comments

1. 

   @nevertoopoortotour.3033

   March 20, 2026 at 9:00 pm

   China 😮

   Reply
2. 

   @striker44

   March 20, 2026 at 9:22 pm

   Every IP is just stolen and copied. Such a shame on the thieves.

   Reply
3. 

   @Dr.DavidWilson

   March 20, 2026 at 9:47 pm

   So why hasn’t the FBI arrested her? Is this some kind of sick joke

   Reply
4. 

   @Walter-w4

   March 21, 2026 at 12:31 am

   Nvidia stated that it was completely unaware of the $2.5 billion chip deal.

   Reply
5. 

   @TheBitcoinBlock

   March 21, 2026 at 3:16 am

   If Nvidia cannot shut those chips off Nvidia CEO needs to go to prison

   Reply
6. 

   @TakeuchiMoodeng

   March 21, 2026 at 7:32 am

   America is protecting Taiwan while Taiwanese mongols are helping smuggle US tech to China.

   Reply
7. 

   @rich8304

   March 21, 2026 at 7:51 am

   Can’t trade with china they have spies everywhere

   Reply
8. 

   @DaretoExplore

   March 21, 2026 at 3:56 pm

   I’m sick of reading about new scandals in Supermicro every year. Charles and Wally belong in prison.

   Reply
9. 

   @simohassane2665

   March 21, 2026 at 5:57 pm

   ⚡️💥 Strategic Report: 🇲🇦Morocco… A Hub for Major Battery Industries and a Destination for Promising Chinese Investments🚀🚢🚘

   # Executive Summary

   Morocco is undergoing an unprecedented industrial transformation, confidently positioning itself as a leading global hub for electric vehicle battery manufacturing. Thanks to its unique geostrategic location and vast natural resources, particularly phosphates (which control more than 70% of global reserves), Morocco is attracting massive investments from Chinese industrial giants. This dynamic is poised to create a giant “gigafactory” and reshape the global supply chains for electric vehicles, making the Kingdom an unavoidable investment destination.

   # 1. Strategic Alliance: Morocco’s Competitive Advantages

   Morocco combines three rare advantages that make it the ideal choice for battery manufacturing:

   * A Safe Haven for Global Trade (Gateway Zero): Morocco’s geographical location is not merely a point on a map, but a strategic gateway. Through free trade agreements with the European Union, the United States, and Turkey, locally manufactured products (batteries and electric vehicles) can enter European and American markets duty-free. This advantage is a “golden key” for companies like Gotion High-Tech and BTR, which directly target the European market.

   * Exceptional Mineral Wealth (From Phosphate to Cathode): Morocco is the “World Cup” of phosphates, the essential material for lithium iron phosphate (LFP) batteries, which have become the global standard for electric vehicles due to their safety and low cost. This control over the raw material gives Morocco a unique ability to control the value chain from upstream to downstream.

   * A Mature and Scalable Industrial Platform: Advanced infrastructure (Tangier Med Port) and extensive experience in the automotive industry (with Renault and Stellantis) provide a ready environment for major projects.

   # 2. The Race to a Geofactory: The Massive Influx of Chinese Investments

   Figures and on-the-ground events confirm that Morocco is no longer just a promising country, but an industrial hub in the making. The Chinese influx is the main driver of this transformation:

   * Gotion High-Tech (Chinese giant): has already begun construction of the first mega battery factory in Africa, located in Kenitra.

   * Investment: reaches $5.6 billion.

   * Production capacity: 100 GWh per year upon completion, enough to power two million electric vehicles.

   * Operations: The first phase is scheduled to begin in the third quarter of 2026, creating thousands of direct and indirect jobs.

   * BTR New Material Group: investing 3 billion dirhams (approximately $300 million) to establish a cathode production unit (the essential component of the battery) with a capacity of 50,000 tons per year in the Mohammed VI Tangier Tech City. Operations are expected to commence in September 2026.

   * Chain Integration: The investments extend beyond battery assembly to include raw materials such as cathodes, anodes, and electrolytes, creating a fully integrated ecosystem.

   # 3. Morocco’s Gigafactory: Economic and Geopolitical Dimensions

   This investment momentum is creating a new reality that can be described as Morocco’s “Gigafactory,” a concept that transcends the idea of ​​a single factory to encompass an integrated industrial system:

   * Geoeconomic Shift: As Europe seeks to secure its supply chains and reduce its dependence, Morocco emerges as a reliable partner offering “nearshoring” resources, supported by clean energy and mineral resources. This has prompted China to invest heavily, not only to compete but also to control the gateway to the European market.

   * Clean Energy as a Cornerstone: The battery industry relies on clean and sustainable energy to meet new European environmental standards (EU Battery Regulation). Morocco has an ambitious renewable energy program (solar and wind power), making the “Moroccan battery” more environmentally attractive than its counterparts produced in coal-based regions.

   * Strategic Event (June 2026): Morocco will host the “Lithium-Ion Battery Summit in Africa 2026” in Marrakech, a global event that will bring together more than 500 delegates from leading international companies, reinforcing Morocco’s position as a hub for dialogue and deals in this vital sector.

   # Conclusion and Call for Investment

   Morocco today offers a rare combination of resources (phosphates), location (gateway to Europe), policy (free trade agreements), and clear political will to support the energy transition. The influx of Chinese investment is not a coincidence, but rather the result of a proactive vision that has made Morocco a reliable industrial partner.

   For investors and major countries, the message is clear: The global race for battery manufacturing is no longer confined to Asia or Europe alone. Morocco is the new meeting point that combines the best of both continents. Those who miss this opportunity will miss a golden chance to dominate the future of electric mobility.

   Reply
10. 

    @SkyOrbiter-v2g

    March 21, 2026 at 11:32 pm

    This whole thing sounds like B.S. They know it was for China but don’t know who was smuggling it so how can they say it was for China?? This is a staged event to lower the stock. It’s a money gain game. The big investors already have sold the stock before the news.

    Reply
11. 

    @f0137-i1d

    March 22, 2026 at 7:03 am

    A bunch of senior execs at foreign companies are offloading assets and intel just to grab some bonus shares. They want to sell, the CCP wants to buy — it’s like a gold digger meeting a rich client, instant chemistry. These execs only think about what benefits them right now.

    Reply
12. 

    @MaxineMyers-c8q

    March 22, 2026 at 8:06 am

    This feels less like a one-off scandal and more like a signal of how difficult it is to manage globalized tech markets with localized policy tools.

    Reply
13. 

    @franckjames9052

    March 22, 2026 at 12:35 pm

    Howard Lutnick: “How did your latest-generation chips end up in China despite all your audit controls?”
    Jensen Huang: “Well, you know the hair dryer…”

    Reply
14. 

    @franckjames9052

    March 22, 2026 at 12:46 pm

    If US gouvernment forces Nvidia to stop its Blackwell shipments until Nvidia finds a better tool to track the location of its chips, the Nasdaq is finished

    Reply
15. 

    @v8monza

    March 22, 2026 at 2:42 pm

    Super Micro screws their employees and their investors with this move. I hope their employees and investors move swiftly to take them to court and relieve them of their capital.

    Reply