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electronics-manufacturing-services theme · 2 dossiers
Dossiers in the electronics-manufacturing-services theme cluster — 2 names moving on shared catalysts.
All dossiersBHE
Benchmark Electronics
EMS arms-dealer to the AI buildout AC&C +41% YoY (liquid-cooling for AI data centers) + semi-cap recovery drove a FY26 guide raise to 9–10% on the 2026-04-29 print. Narrative accelerating, but the ~145% run to ~$88 is above the $78 avg PT…
Cyclical recovery electronics-manufacturing-services ai-datacenter-infra
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SANM
Sanmina Corporation
Legacy single-digit-multiple EMS re-rating into AMD's AI-server manufacturing arm via the ZT Systems deal; FQ2 detonated the frame (rev $4.01B vs $3.29B, +31.8% EPS beat) and the FY27 $16B target doubles the book. Narrative intact but the…
Special situation ai-chip-infra-memory ai-datacenter-infrastructure
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