SMART Modular Technologies

As of 2026-10-09, SMART Modular Technologies has 3 tracked suppliers and 4 tracked customers in this dataset; its largest supplier by market cap is Micron Technology. The customer list here follows a shared pattern for this segment rather than being individually confirmed for SMART Modular Technologies — see /methodology.

Sourced from 2 references — Wikipedia, secondary source — last verified .

Specialty memory modules and storage (Penguin Solutions).

Ticker
NASDAQ: PENG
Headquarters
Newark
Revenue
$1.4B (FY2025) · +16.9% YoY
Net income
$25M
Operating margin
4.3%
Market position
major
Value-chain segment
Memory Modules & Storage
Key products
DRAM and Flash memory modules

About SMART Modular Technologies

SMART Modular Technologies, headquartered in United States, operates in the Memory Modules & Storage segment of the semiconductor & AI supply chain and is positioned as a market major there. Its key products include DRAM and Flash memory modules. wafergraph maps 3 tracked suppliers and 4 tracked customers for SMART Modular Technologies across the value chain. It has a supply-chain criticality score of 68/100, with 235 companies downstream of it.

Role in the chain

SMART Modular Technologies is a market major in Memory (Memory Modules & Storage), headquartered in United States. Specialty memory modules and storage (Penguin Solutions).

Diligence questions

  1. The dataset records 3 tracked suppliers for SMART Modular Technologies. Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
  2. 2 of SMART Modular Technologies's tracked suppliers are a monopoly or leader (including Samsung Electronics, SK hynix). Which of those are actually single-source for the process step you care about?
  3. The dataset names 4 tracked customers for SMART Modular Technologies. How concentrated is demand among those names, and which of them have a documented second source in this graph?
  4. SMART Modular Technologies is headquartered in United States. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
  5. SMART Modular Technologies trades as NASDAQ:PENG. What does the latest reported period say about capacity and backlog versus the graph position above?
  6. Before treating any edge as a verified relationship, check the provenance labels on the company page and the method note at /methodology.

Full diligence pack for SMART Modular Technologies

Key products

  • DRAM and Flash memory modules

Suppliers

Customers

More Memory companies

Compare with

Innodisk · Transcend Information · ADATA Technology · Team Group · Apacer Technology · Kingston Technology

Sources

Open the interactive supply-chain view →

Cite as: wafergraph, “SMART Modular Technologies — supply chain, financials & market position”, https://wafergraph.com/company/smart_modular (data as of 2026-10-09).

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