SMART Modular Technologies

SMART Modular Technologies is a major in the Memory segment of the semiconductor & AI supply chain, headquartered in United States. Its key suppliers include Micron Technology, Samsung Electronics, SK hynix. Its key customers include Dell Technologies, Hewlett Packard Enterprise, Super Micro Computer.

Specialty memory modules and storage (Penguin Solutions).

Ticker
NASDAQ: PENG
Headquarters
United States
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 · ADATA Technology · Transcend Information · Apacer Technology · Team Group · Netlist

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 2026-09-05).

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