SMART Modular Technologies vs Transcend Information
Transcend Information is larger by market cap ($4.0B vs $2.9B). SMART Modular Technologies reports higher tracked revenue ($1.4B vs $419M). Both are primarily Memory Modules & Storage companies.
Shared segment: Memory.
Side-by-side
| SMART Modular Technologies | Transcend Information | |
|---|---|---|
| Market cap | $2.9B | $4.0B |
| Revenue | $1.4B (FY2025) | $419M (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 2026-08-12. 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