According to media reports on October 9, local time, US AI computing and memory solution provider Penguin Solutions said on the results conference call for the fourth fiscal quarter of fiscal year 2026 held on the 6th that due to memory supply not keeping up with demand, the scale of undelivered orders in its memory business has already exceeded current quarter revenue, and delivery of existing orders will be scheduled for at least the next four quarters. Penguin Solutions mainly provides infrastructure products and services such as high-performance computing and memory modules for AI data centers. According to the company's financial report, its memory business accounted for 53% of revenue in the 2026 fiscal year. According to reports, SK Hynix is one of its main memory chip suppliers.

According to media reports on October 9, local time, US AI computing and memory solution provider Penguin Solutions said on the results conference call for the fourth fiscal quarter of fiscal year 2026 held on the 6th that due to memory supply not keeping up with demand, the scale of undelivered orders in its memory business has already exceeded current quarter revenue, and delivery of existing orders will be scheduled for at least the next four quarters. Penguin Solutions mainly provides infrastructure products and services such as high-performance computing and memory modules for AI data centers. According to the company's financial report, its memory business accounted for 53% of revenue in the 2026 fiscal year. According to reports, SK Hynix is one of its main memory chip suppliers.