Sanmina +20%: AMD Helios Begins – AI System Revenue Expected to Grow by 56%!
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Sanmina delivers first AMD Helios systems and has won programs for another AI platform. The quarterly results significantly exceed consensus estimates, as does the new forecast for 2027. The business with cloud and AI systems is expected to grow to USD 7.5 to 9.0 billion by 2027. Sanmina (SANM) manufactures complex electronics and complete server systems for other technology companies. The US contract manufacturer benefits from the increasing demand for fully integrated server installations from large AI data centers. Following the figures...
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