Operations
Q4 2026
Q4 Revenue
↑ 67.7% YoY
$566.7M
Segments
Advanced Computing
27.2%
Integrated Memory
60.1%
Optimized LED
12.7%
Key Earnings Driver
Integrated Memory Advanced Computing revenue was up 11.4% year over year to $154.0M, Integrated Memory revenue was up 157.9% to $340.8M, and Optimized LED revenue was up 6.6% to $71.9M. Management said its memory business remains strong, and its AI Infrastructure business is accelerating further.
Key Operating Metrics¹
METRIC
STATUS
Advanced Computing↑ 11.4%
Integrated Memory↑ 157.9%
🟢 Scaling
Optimized LED↑ 6.6%
Key Operating Metrics¹: Core operating metrics relevant to revenue, sourced from Penguin Solutions website and/or SEC filings for Q4, with status based on reported data.