On June 1, Celestica rose 5.19% in regular trading, trading at $404.99/share, with trading volume of $490 million. On the news front, market expectations for the company's AI server business expansion continue to intensify.

According to industry information, Celestica is upgrading from a pure Electronics Manufacturing Services (EMS) model to a Joint Design Manufacturing (JDM) model in its Google TPU server business, introducing proprietary design technologies in critical areas such as thermal management and power supply. The company is also actively pursuing Amazon Web Services (AWS) server projects, aiming to participate as a second supplier in annual quota bidding and secure next-generation product design opportunities to expand sales through full-integration shipments.

Against the backdrop of sustained heavy investment in AI infrastructure, the company's clear business upgrade pathway has received positive market pricing. Notably, Celestica outperformed its Electronic Manufacturing Services peers, with Flex Ltd down 2.27%, Fabrinet down 4.5%, TTM Technologies down 3.0%, Jabil Circuit down 2.42%, and TE Connectivity down 0.39%.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)