반도체·하드웨어 · 리포트
Sanmina (contract manufacturer) reports AI rack manufacturing is rewriting its earnings base, signaling volume growth in data-center build-outs and custom server design.
Contract manufacturers now tie profitability to AI datacenter capex cycles; Sanmina's earnings rebase shows rack and OEM supply is a structural growth driver independent of chip availability.
업계 전문지Slicast · 2026년 9월 15일 14:14 UTC · 미국 · 출처: Seeking Alpha
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