Sanmina Corporation: The Shovel Seller in the Gold Rush of Digitalization

By focusing on technically demanding and highly regulated niches (such as medical technology or aviation), the company avoids the ruinous price war of simple consumer electronics and secures more stable margins.   Sanmina is a classic "shovel stock" that directly benefits from the massive hardware appetite of AI as well as increasing global defense spending, without having to bear the risks of product development itself.   With a strong presence in countries like Mexico and India, Sanmina plays a key role for Western corporations that...