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Sanmina (SANM) is becoming more interesting to me with the recent AMD update. After acquiring the ZT Systems manufacturing business, Sanmina is the preferred production partner for new AMD AI racks. AMD has now confirmed that demand and volumes for Helios 2027 exceed initial expectations. This significantly increases visibility for Sanmina. After analysts previously noted uncertainty around the Helios ramp-up as a concern, AMD now expects first production revenues in Q3, a substantial jump in Q4, and further ramp-up in early 2027. It is also crucial...
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