$SANM

Sanmina Corp

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$SANM

Sanmina Corp

Past 12mo:4mentions2voices

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All voices4 mentions since Mar 2026calls only

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Frequently asked

Who mentions $SANM most on Surfaced?

@thevalueist (TheValueist) mentions $SANM most — 2 mentions in the past 12 months.

When was $SANM first mentioned on Surfaced?

The earliest tracked mention of $SANM in the Surfaced archive was on Mar 26, 2026.

How many voices track $SANM?

2 FinTwit voices have mentioned $SANM 4 times in the past 12 months.

What kind of voices mention $SANM most?

$SANM is mentioned most by Long Research voices on Surfaced.

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Recent mentions

4 mentions

@thevalueistMay 21, 2026 · 9:20 AM

$AMD $ASX $SANM (Bloomberg) -- Advanced Micro Devices Inc., the leading challenger to Nvidia Corp. in AI computing chips, pledged to invest more than $10 billion in Taiwan to expand partnerships and add packaging capacity. The company is working with partners including ASE Technology Holding Co., Powertech Technology Inc., Sanmina Corp. and Inventec Corp. to bolster its capabilities in the region, it said Thursday in a statement. AMD is among chipmakers increasing their presence in Taiwan, a crucial technology and manufacturing hub for the global semiconductor industry, seeking to boost capacity as artificial intelligence demand rises. Though Nvidia remains the dominant provider of AI processors, data center customers are increasingly seeking alternatives — a trend that has helped AMD. “As AI adoption accelerates, our global customers are rapidly scaling AI infrastructure to meet growing compute demand,” Chief Executive Officer Lisa Su said in the statement. She is currently visiting Taiwan and is set to join a fireside chat hosted by a local media outlet on Friday.

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@aleabitoredditMay 21, 2026 · 9:12 AM

Just as I say this: $AMD invests $10B+ into Taiwan ecosystem (for securing capacity/scaling infra) AMD is collaborating with $ASX and SPIL. As well as ODM partners like “ $SANM, Wiwynn (6669), Wistron (3231) and Inventec (2356). PTI, Unimicron, AIC, Nan Ya PCB, and Kinsus were also name dropped as direct beneficiaries. And of course second order beneficiaries like Foci or MSScorps also benefit. But bullish on Taiwan supply chains all around from $AMD news.

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@thevalueistApr 28, 2026 · 12:49 AM

After listening to all the earnings calls today — $AMKR $CDNS $SANM $RMBS (yes, I actually listened to them all) — I don’t see any scenario where $NVDA isn't a $300 stock by 1/21/28. If you've been connected to me for some time, you know NVDA is my largest delta dollar position and has been since our Chat-GPT moment in November 2022. As always, I’m open to hearing the other side. Invest accordingly.

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@aleabitoredditMar 26, 2026 · 8:33 AM

So if you care about the second optical transicever bottleneck outside of EML/CW Lasers: - $SANM (US) - $TTMI (US) - WUS Printed Circuit (TPE: 2316) - Unimicron (TPE: 3037) - Zhen Ding Tech (TPE: 4958) - Gold Circuit Electronics (TPE: 2368) Were winners for the optical transceiver PCB bottleneck. There's some downstream players like FIC Global that benefits, not so much as a Fab but assembly. Others like Unimicron are likely too large with other segments like ABF substrates to feel much of a difference. US plays are more-so from reshoring to US supply chains, even though Chinese and Taiwanese players were main beneficaries. $AVGO quote: "Both Taiwanese and Chinese PCB suppliers are facing capacity limits, contributing to the delays, Ramachandran said, without naming the suppliers." I have no open long positions in any of these right now. I could be wrong, but I felt laser chokepoints ( $LITE, $SIVE, $MTSI, $COHR, Sumitomo) in optical supply chains to be much more compelling for structural re-rating.

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