기업 정보 불러오는 중
Keep exploring
The themes Penguin Solutions is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
The themes it is part of
Highest-graded in Information Technology Services
Graded A or B and worth $2B or more: A first, then the largest.
IBMInternational Business Machines CorporationUS$231.3BA+
ACNAccenture plcUS$151.3BA+
LDOSLeidos Holdings, Inc.US$16BA
JKHYJack Henry & Associates, Inc.US$12.3BA+
WSEWise Group plcUS$11.2BA+
Grade rose recently in Technology
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
LRCXLAM Research Corporation2026년 10월 22일BAGraded B, now A- IBMInternational Business Machines Corporation2026년 10월 21일BAGraded B, now A
CDNSCadence Design Systems, Inc.2026년 10월 28일BAGraded B, now A
NXPINXP Semiconductors N.V.2026년 10월 27일BAGraded B, now A
UIUbiquiti Inc.2026년 11월 6일BAGraded B, now A
어떻게 돈을 버는가
- Specialty memory and storage components58%
- Computing systems and related services29%
- LED chips and components14%
매출 비중은 three months ended May 29, 2026 기준 추정치이며, 제출된 보고서의 수치가 아닙니다.
경쟁 상대
- Nichia Corporation
무엇을 파는가6
Penguin Solutions OriginAI
A pre-designed and tested system for companies deploying large numbers of graphics processing units (GPUs) for AI work, with related design, installation and management services.
ICE ClusterWare
Software that helps customers manage, expand and tune groups of computers used for AI and other demanding computing jobs.
Stratus ztC and ftServer computers
Computers designed to keep business applications and data available during hardware problems, for use in data centers and locations such as factories and stores.
3개 더 보기
SMART Modular memory and storage
Standard, rugged and custom dynamic random-access memory (DRAM) modules and flash storage for servers, industrial equipment, networking and other uses.
Cree LED chips and components
Blue and green LED chips and packaged LED parts used in general lighting, vehicle lighting, video displays, signs and specialty lighting.
SMART Supply Chain Services
Procurement, shipping, inventory management, warehousing and packaging services that help customers coordinate parts and deliveries.
누가 사는가5
- Businesses and government agencies buying AI and high-performance computing systems, including customers in financial services, energy, manufacturing and education; purchases may include design, installation and management services.
- Companies in finance, telecommunications, energy, transportation, healthcare, retail and manufacturing buying computers designed to keep important applications running.
- Equipment makers buying custom or standard memory and storage for industrial, government, networking, communications and enterprise computing products.
2개 더 보기
- Manufacturers and electronic component distributors buying LED chips and components, directly or through sales channels.
- Customers seeking help with purchasing, storing and delivering parts through SMART Supply Chain Services.
무엇에 기대고 있고, 무엇이 무너뜨릴 수 있는가
사업이 기대고 있는 것
- 1Sales to the ten largest end customers, including sales through contract manufacturers and original design manufacturers at those customers' direction, were 66% of net sales (fiscal 2025, high).
- 2The company relies on outside suppliers for important DRAM, flash, LED wafer and AI computing components; it generally does not have long-term supplier commitments for many purchases.
- 3The timing of computing-system deliveries and customer decisions about when systems are ready to use can affect when sales are recorded.
잘못될 수 있는 일
- 1A reduction in purchases by a major customer could affect sales: the ten largest end customers accounted for 66% of net sales (fiscal 2025, high).
- 2Shortages or late deliveries of outside-sourced memory, wafers or AI computing components can delay customer projects, limit shipments and raise costs.
- 3Computing-system sales can shift with customer deployment schedules and the mix of large hyperscaler orders versus other customers; the planned wind-down of the Penguin Edge product line also affects this business.
Penguin Solutions, Inc. 소개
It designs and supplies memory modules and flash storage used in servers, industrial equipment, telecommunications gear and other products. It also designs, builds, installs and supports high-performance computing systems for AI workloads, plus fault-tolerant computers designed to keep important applications running when hardware fails. Its light-emitting diode (LED) chips and components are used in lighting, displays, vehicle lights and specialty products.
- 본사
- Fremont, California
- 임직원 수
- approximately 2,900 (August 29, 2025, high)
- 상장 시장
- Nasdaq Global Select Market
- 회계연도 종료
- Last Friday in August; fiscal years have 52 or 53 weeks
Penguin Solutions, Inc.이(가) 미국 증권거래위원회(SEC)에 직접 제출한 공시로 만들었습니다. 수치는 보고된 그대로이며, 주당 이력은 오늘의 주식 수 기준으로 재계산했습니다. 이것은 사업을 설명하는 자료입니다. 투자 자문이 아니며 어떤 매수나 매도도 권유하지 않습니다.
