SMART Modular Technologies supply chain risk
As of 2026-09-05, SMART Modular Technologies depends on 3 tracked suppliers headquartered in 2 countries (2 of them in South Korea). 2 of those suppliers hold a monopoly or leader position in their own segment, led by Samsung Electronics and SK hynix. SMART Modular Technologies itself carries a supply-chain criticality score of 68/100, with 235 tracked companies downstream of it.
Data as of 2026-09-05 · suppliers are the curated key_supplier edges in the wafergraph dataset (researched or segment-inferred — see /methodology) · criticality is the graph-derived chokepoint score, 0–100
Dominant and single-source suppliers
- Samsung Electronics — leader in Integrated Device Manufacturer, South Korea
- SK hynix — leader in DRAM, South Korea
A monopoly or leader supplier is the hardest to replace. These are the edges to watch first.
Suppliers by country
- South Korea — 2 suppliers (67%)
- United States — 1 supplier (33%)
All 3 tracked suppliers
| Supplier | Segment | Position | Country | Criticality |
|---|---|---|---|---|
| Samsung Electronics | Integrated Device Manufacturer | leader | South Korea | 81/100 |
| SK hynix | DRAM | leader | South Korea | 81/100 |
| Micron Technology | DRAM | major | United States | 68/100 |
Downstream exposure
- Criticality score: 68/100
- Companies downstream of SMART Modular Technologies: 235
- Tracked market cap downstream (priced companies only): $34.68T across 149 priced companies
Cite as: wafergraph, “SMART Modular Technologies supply chain risk — 3 suppliers, single-source exposure & criticality”, https://wafergraph.com/supply-chain-risk/smart_modular (data as of 2026-09-05).
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