Sanmina Corporation

Sanmina Corporation

Sanmina Corporation is a global provider of design, engineering, prototyping, and manufacturing of electronics and mechanical components.

Stock Performance Snapshot

Buy

Analyst Rating

Analysts suggest buying Sanmina's stock with a target price of $56.50, indicating strong growth potential.

Above Average

Financial Health

Sanmina is showing strong revenue and cash flow, indicating good financial performance and health.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Baskets Featuring SANM

Supply Chain Reshoring Investment Theme Explained

Supply Chain Reshoring Investment Theme Explained

In response to Chinese export controls, the US announced a 100% tariff on all Chinese imports, escalating the trade war. This creates a potential investment opportunity in American companies poised to benefit from the reshoring of manufacturing and supply chains.

Published: October 11, 2025

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AI Data Center Stocks: Infrastructure Buildout 2025

AI Data Center Stocks: Infrastructure Buildout 2025

Microsoft's $4 billion investment in a new Wisconsin data center highlights the massive infrastructure buildout required for artificial intelligence. This creates a significant opportunity for companies that supply the essential components for these advanced facilities, from semiconductors to cooling and power systems.

Published: September 19, 2025

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Apple Onshoring Investment Theme Overview

Apple Onshoring Investment Theme Overview

Apple is investing $2.5 billion in its partner Corning to produce all iPhone and Apple Watch glass in the United States. This move highlights a growing trend of major corporations bringing manufacturing back to the U.S., creating opportunities for domestic high-tech suppliers.

Published: September 15, 2025

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US Semiconductor Theme (Tariff Opportunity) Gains Focus

US Semiconductor Theme (Tariff Opportunity) Gains Focus

The Trump administration has announced significant tariffs on semiconductor imports to encourage domestic production. This policy shift creates a potential tailwind for U.S.-based chip manufacturers and companies within the domestic supply chain.

Published: September 5, 2025

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CHIPS Act Stocks | Intel Government Funding Impact

CHIPS Act Stocks | Intel Government Funding Impact

Intel secured $5.7 billion in U.S. government funding in exchange for an equity stake, a strategic move to keep its chipmaking unit in-house. This highlights a broader investment theme in companies supporting the domestic semiconductor supply chain, driven by the CHIPS Act.

Published: August 31, 2025

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America's Semiconductor Resurgence

America's Semiconductor Resurgence

Intel has secured $5.7 billion in government funding under the CHIPS Act, a move aimed at bolstering U.S. semiconductor manufacturing. This investment signals a broader push to onshore critical technology production, creating a favorable environment for companies across the domestic semiconductor supply chain.

Published: August 29, 2025

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The AI Data Center Build-Out

The AI Data Center Build-Out

Dell's impressive financial outlook, driven by a boom in AI server sales, signals a massive investment wave in AI infrastructure. This theme focuses on the key hardware and component suppliers that are essential to building out the next generation of data centers.

Published: August 29, 2025

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Semiconductor Sovereignty: America's Chip Bet

Semiconductor Sovereignty: America's Chip Bet

The U.S. government's acquisition of a stake in Intel signals a new era of public-private partnership to secure the domestic chip supply chain. This move could create opportunities for other semiconductor companies and their suppliers benefiting from national security-focused industrial policy.

Published: August 23, 2025

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AI & Semiconductor Stocks: SoftBank Effect 2025

AI & Semiconductor Stocks: SoftBank Effect 2025

SoftBank's $2 billion investment in Intel provides a major boost to U.S. semiconductor manufacturing and AI development. This theme identifies companies positioned to benefit from the renewed focus and capital flowing into the domestic chip industry.

Published: August 21, 2025

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Nvidia's China Chip Pivot

Nvidia's China Chip Pivot

Nvidia is developing a new, compliant AI chip for China, aiming to recapture market share lost to U.S. export controls. This strategic pivot creates a ripple effect, potentially benefiting the entire semiconductor supply chain that supports the production and deployment of this advanced hardware.

Published: August 20, 2025

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Semiconductor Surge: Capitalizing on Strategic Chip Investments

Semiconductor Surge: Capitalizing on Strategic Chip Investments

SoftBank's $2 billion investment in Intel provides a major boost to the U.S. semiconductor giant as it restructures its operations. This strategic deal highlights a broader opportunity in companies that support domestic chip manufacturing and the advanced technology supply chain.

Published: August 19, 2025

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Uncle Sam's Semiconductor Stake

Uncle Sam's Semiconductor Stake

The U.S. government is considering an equity stake in Intel to boost domestic semiconductor manufacturing. This strategic move could create a ripple effect, benefiting other American companies involved in the chip-making industry.

Published: August 17, 2025

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American Chipmakers: A Tariff-Driven Shift

American Chipmakers: A Tariff-Driven Shift

President Trump has threatened to impose tariffs of up to 300% on semiconductors to boost domestic production. This creates a potential investment opportunity in U.S.-based semiconductor companies that stand to gain from a shift toward onshore manufacturing.

Published: August 17, 2025

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U.S. Government Backs Domestic Chipmakers

U.S. Government Backs Domestic Chipmakers

The U.S. government is considering taking an equity stake in Intel to support its domestic chip manufacturing, causing the stock to rise. This move highlights a broader push to strengthen the U.S. semiconductor industry, creating potential opportunities for other companies in the domestic supply chain.

Published: August 15, 2025

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Powering The AI Revolution: The Hardware Backbone

Powering The AI Revolution: The Hardware Backbone

Foxconn's record profits, driven by AI server demand, signal a massive investment cycle in the physical infrastructure of artificial intelligence. This theme focuses on the essential companies that manufacture the servers, components, and data center hardware that form the backbone of the AI revolution.

Published: August 14, 2025

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America's Chip Advantage: Onshoring The Supply Chain

America's Chip Advantage: Onshoring The Supply Chain

President Trump's plan to impose a 100% tariff on imported semiconductors aims to bolster domestic manufacturing by making foreign-made chips significantly more expensive. This creates an investment opportunity in U.S.-based semiconductor companies and their suppliers, who are positioned to benefit from reduced foreign competition and increased domestic investment.

Published: August 7, 2025

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America's Chip Moat: Navigating Export Controls

America's Chip Moat: Navigating Export Controls

The recent arrest of two individuals for illegally exporting high-end Nvidia AI chips to China highlights the U.S. government's crackdown on technology transfers. This intensified enforcement of export controls could benefit U.S.-based semiconductor companies and those involved in securing the domestic supply chain.

Published: August 6, 2025

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Powering The iPhone: Apple's Supply Chain Partners

Powering The iPhone: Apple's Supply Chain Partners

Apple's recent record-breaking revenue highlights the success of its strategic supply chain diversification. This creates a compelling investment opportunity in the key component and manufacturing partners that are essential to Apple's production ecosystem.

Published: August 1, 2025

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Beyond The Blue: Capitalizing On Intel's Pivot

Beyond The Blue: Capitalizing On Intel's Pivot

Intel is undergoing a major restructuring, including significant workforce reductions and canceling new factory plans to improve its financial health. This strategic pivot could benefit competing semiconductor manufacturers and foundry services who may capture the market share and manufacturing contracts that Intel is forgoing.

Published: July 27, 2025

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Apple's New Operations Era

Apple's New Operations Era

With supply chain veteran Sabih Khan stepping up as Apple's new COO, the tech giant is doubling down on operational excellence. This carefully curated collection features companies essential to Apple's global production pipeline, selected by expert analysts for their potential to benefit from this strategic leadership transition.

Published: July 9, 2025

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Powering Oracle's Cloud Expansion

Powering Oracle's Cloud Expansion

Oracle's landmark $30 billion cloud contract requires a massive build-out of data centers and AI infrastructure. Our analysts have identified the key suppliers of servers, semiconductors, and networking hardware that are essential for this expansion and positioned to benefit directly.

Published: July 3, 2025

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Alibaba's Southeast Asia Data Expansion

Alibaba's Southeast Asia Data Expansion

This carefully selected group of stocks represents companies that stand to benefit from Alibaba Cloud's major AI data center expansion in Southeast Asia. Professional analysts have identified these businesses as essential providers of the hardware, networking, and infrastructure needed to build and operate these new digital facilities.

Published: July 3, 2025

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Digital World's Skeleton

Digital World's Skeleton

Behind every smartphone, AI system, and data center lies a foundation of essential materials. This collection features companies producing the critical components that make our digital world possible. Carefully selected by our analysts, these stocks represent the building blocks of modern technology.

Published: June 17, 2025

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Why You’ll Want to Watch This Stock

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Complex Electronics Growth

Sanmina’s engineering and manufacturing for advanced networking and medical devices could benefit from technology upcycles, though revenues remain cyclical and can fluctuate.

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Global Footprint Matters

A diversified manufacturing network supports supply‑chain resilience and reshoring demand, but geopolitical and logistics risks can still affect operations.

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Margin Sensitivity

Margins react to customer mix, commodity costs and pricing competition; strong operational execution can help, yet investors should expect variability.

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6% Interest on Cash

Earn 6% AER on uninvested cash with daily interest payments.

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Taiwan Semiconductor Manufacturing Co.

Taiwan Semiconductor Manufacturing Co Ltd is a Taiwan-based company mainly engaged in the provision of integrated circuit manufacturing services. The integrated circuit manufacturing services include process technology, special process technology, design ecosystem support, mask technology, 3DFabricTM advanced packaging and silicon stacking technology services. The Company has completed the transfer and mass production of 5nm technology, and is engaged in the research and development of 3nm process technology and 2nm process technology. The product application range covers the entire electronic application industry, including personal computers and peripheral products, information application products, wired and wireless communication system products, servers and data centers.

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