SMART Modular Technologies vs Transcend Information
Both are primarily Memory Modules & Storage companies. Transcend Information is larger by market cap ($3.9B vs $3.7B). SMART Modular Technologies reports higher tracked revenue ($1.4B vs $424M).
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Side-by-side
| SMART Modular Technologies | Transcend Information | |
|---|---|---|
| Market cap | $3.7B | $3.9B |
| Revenue | $1.4B (FY2025) | $424M (FY2019) |
| Primary segment | Memory Modules & Storage | Memory Modules & Storage |
| Market position | major | niche |
| Country | United States | Taiwan |
| Tracked suppliers | 3 | 1 |
| Tracked customers | 4 | 5 |
| Chokepoint / criticality | 68/100 | 50/100 |
Market caps/revenue from the wafergraph dataset · data as of 2026-10-09. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.
How SMART Modular Technologies and Transcend Information compare
- Size: Transcend Information is the larger company by market cap.
- Revenue: SMART Modular Technologies reports higher tracked revenue.
- Supply-chain criticality: SMART Modular Technologies has the higher chokepoint score (68/100 vs 50/100).
- Footprint: SMART Modular Technologies (United States) vs Transcend Information (Taiwan).
Company hubs
SMART Modular Technologies · Transcend Information · Memory segment
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Cite as: wafergraph, “SMART Modular Technologies vs Transcend Information”, https://wafergraph.com/compare/smart_modular-vs-transcend (data as of 2026-10-09).
Frequently asked questions3
- Is SMART Modular Technologies bigger than Transcend Information?
- Transcend Information is larger by market cap ($3.9B vs $3.7B).
- What's the difference between SMART Modular Technologies and Transcend Information?
- SMART Modular Technologies is a major in Memory Modules & Storage based in United States; Transcend Information is a niche in Memory Modules & Storage based in Taiwan. Both operate in the Memory segment.
- Who are SMART Modular Technologies's and Transcend Information's suppliers?
- wafergraph tracks 3 suppliers for SMART Modular Technologies and 1 for Transcend Information — SMART Modular Technologies's include Micron Technology, Samsung Electronics, SK hynix; Transcend Information's include Phison Electronics.