Penguin Solutions, Inc. (PENG)

Memory modules, LEDs and HPC systems, split. Read November 9, 2026 from the annual report for the period ending August 29, 2025, filed October 21, 2025. Ranked 164 of the 238 Technology companies read so far, by the share within reach now.

The filing states approximately 2,900 full-time employees at August 29, 2025, most in the United States, China and Malaysia, and counts nothing by segment, so the memory and LED manufacturing leads at electronic components with the computing systems at computer equipment and the services at systems design by description.

The figures on this page come from the company's own annual report and from BLS staffing patterns for its industries, never from a roster. They are estimates with a stated method. Nothing here says what the company will do: within reach is not a forecast of jobs lost or of savings.

What follows from the reading

Share of working time within reach of AI, on the long-run pace at four in five: 38% now, 51% at the end of 2027, 55% at the end of 2028, 57% at the end of 2030. By the patterns, the work is about 57% desk work, 17% people work and 27% body work. These are the site's industry estimates weighted by the shares below: estimates with a stated method and range, not a forecast of what the company will do. By the same patterns, at the end of 2028 about 42% of the working time stays with people (conversation, in-person and hands-on work), 50% becomes checking a model's work and 6% could be handed over with lighter checks, from the industries' own figures, not the company's roles.

Headcount

2,900 employees as of August 29, 2025 (stated). Stated in words only: most employees are in the United States, China and Malaysia.

The filing: “As of August 29, 2025, we had approximately 2,900 full-time employees (excluding contractors) in locations across the globe, including in the United States, China and Malaysia.”

The workforce as industry patterns

What the filing says about the workforce: Approximately 2,900 full-time employees, excluding contractors, at August 29, 2025, most in the United States, China and Malaysia; no work stoppage ever; an Employee Stock Purchase Plan and, in the United States, a 401(k) match.

Companies read with the same leading pattern

Other companies whose largest staffing pattern is also Semiconductor and Other Electronic Component Manufacturing, largest first, each read from its own annual report. Within reach now and at the end of 2028, long-run pace, four in five. Now is projected from METR's April 2026 measurement and Epoch's November 2026 index.

• Amphenol Corporation (APH, 170,000 employees)32% now, 47% by 2028
• Flex Ltd. (FLEX, 149,686 employees)33% now, 49% by 2028
• Jabil Inc. (JBL, 135,000 employees)33% now, 49% by 2028
• TE Connectivity plc (TEL, 93,000 employees)33% now, 48% by 2028
• Intel Corp. (INTC, 85,100 employees)32% now, 47% by 2028
• Micron Technology, Inc. (MU, 53,000 employees)32% now, 47% by 2028
• QUALCOMM Incorporated (QCOM, 52,000 employees)32% now, 47% by 2028
• Coherent, Inc. (COHR, 51,000 employees)32% now, 47% by 2028

What the filing says about AI

72 sentences in the filing name AI. The filing says the company rebranded as Penguin Solutions in October 2024 to reflect its commitment to solving the complexity of AI, with its hardware, software and services focused on high-performance computing and AI solutions for core and cloud environments.

• “These forward-looking statements are based on our current expectations or forecasts of future events, circumstances, results or aspirations and are subject to a number of significant risks, uncertainties and other factors, many of which are outside of our control, including but not limited to, global business and economic conditions including the impact on the financial condition of our custome...”
• “As part of this transformation, on October 15, 2024, we rebranded as Penguin Solutions ® , reflecting our ongoing commitment to delivering leading-edge solutions that solve the complexity of AI.”
• “Our Penguin Solutions and Penguin Computing hardware, software, and services focus on technical computing for core and cloud environments via advanced high-performance computing ("HPC") and AI solutions.”
• “AI and HPC Data Centers Penguin Solutions designs, builds, deploys, and manages HPC and AI infrastructure solutions that reliably enable the world's most advanced, data intensive workloads f or more than 25 years.”
• “Our expert insights and strong relationships with best-in-class compute, networking, storage and software technology partners result in highly efficient and scalable AI systems for our customers.”

Its annual reports, year by year

Sentences naming AI in each annual report, counted by one rule, beside the median report in the Index that year. Each count links its filing. Every company, by year and sector

• Fiscal 20215median 0
• Fiscal 20226median 0
• Fiscal 202310median 1
• Fiscal 202435median 4
• Fiscal 202572median 10

Headcount by filing year

As reported in each year's annual report, with the filing. A year marked not read had no figure the reading could take from the report's text.

Limits of this reading

• Contractors are excluded from the stated count (rule 8).
• The U.S. share is given in words and left null.
• The filing counts nothing by segment, so the split among memory and LED components, computing systems and services is by description (c).

Source: the company's annual report on EDGAR, accession 0001616533-25-000061, the filing. Read by Claude Fable 5.1 under rubric version 1, by the method. A company can write to info@stratussc.com to have its reading checked against its filing.