Sanmina Corporation
SANM
Jodie situation report
Sanmina Corporation's move is spreading beyond its market group.
The latest filing evidence is available. 11 of 25 group members are active now; 1 filing-linked outsider is moving with the group, and 0 of 8 directly disclosed connections are confirming.
- Revenue increased 102.3% versus the comparable filing period.
- Operating margin fell 0.7 percentage points.
- At least 17 of 25 durable members become active together.
- Capital-flow agreement rises above 55%.
- MPWR remains aligned with the group in the next market snapshot.
Invalidation: The live read weakens if participation falls to 8 of 25 members or fewer.
Who this business touches
The relationships behind SANM
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
AMDAdvanced Micro Devices, Inc.supplierNov 13, 2025 ▾
“For example, in October 2025, we acquired the data center infrastructure 23 Table of Contents manufacturing business of ZT Systems from Advanced Micro Devices, Inc., and in October 2022, we entered into a joint venture with a wholly owned subsidiary of Relian…”
AMDAdvanced Micro Devices, Inc.customerJul 28, 2025 ▾
“For example, in May 2025, we entered into an agreement with Advanced Micro Devices, Inc.”
Depended on by
AMDAdvanced Micro Devices, Inc.partnerFeb 4, 2026 ▾
“The Company also entered into a Manufacturing Services Agreement with Sanmina with an initial term of five years.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 10 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
SANM is currently a Early Follower in the organic co-movement group Semiconductor Supply Chain. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.