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The contract manufacturer Sanmina (SANM, i) should now actually aim for the multi-year high after the 6 GW deal between AMD and Meta. After acquiring the manufacturing business from ZT Systems, Sanmina is the preferred AMD production partner for AI, from servers, liquid cooling, to fully integrated systems. Support came last October from the 6 GW deal between AMD and OpenAI. This should lead to a high factory utilization that is favorable for the margin in the coming years. The company plans to double its revenue in the next two years. The AI...
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