Celestica
Celestica is a major in the Distribution & Misc segment of the semiconductor & AI supply chain, headquartered in Toronto, CA. Its key suppliers include WPG Holdings, Arrow Electronics, Avnet. Its key customers include Amazon (Annapurna Labs), Alphabet (Google), Microsoft.
EMS/ODM supplier of data-center hardware and AI systems.
- Ticker
- NYSE: CLS
- Headquarters
- Toronto, CA
- Revenue
- $12.4B (FY2025) · +28.5% YoY
- Net income
- $833M
- Operating margin
- 8.4%
- Market position
- major
- Value-chain segment
- Systems & ODM (AI servers), Networking & Systems
- Key products
- AI GPU server platforms (Cisco, AMD, hyperscaler), 400G / 800G networking switches, Storage and compute subsystems, Advanced Technology Solutions (ATS) for aerospace / defense, EMS for industrial and health-tech
About Celestica
Celestica, headquartered in Canada, operates in the Systems & ODM (AI servers) and Networking & Systems segments of the semiconductor & AI supply chain and is positioned as a market major there. Its key products include AI GPU server platforms (Cisco, AMD, hyperscaler), 400G / 800G networking switches, Storage and compute subsystems, Advanced Technology Solutions (ATS) for aerospace / defense, EMS for industrial and health-tech. wafergraph maps 17 tracked suppliers and 5 tracked customers for Celestica across the value chain. It has a supply-chain criticality score of 8/100, with 19 companies downstream of it.
Role in the chain
Celestica is a market major in Distribution & Misc (Systems & ODM (AI servers)), headquartered in Canada. EMS/ODM supplier of data-center hardware and AI systems.
Diligence questions
- The dataset records 17 tracked suppliers for Celestica. Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
- 4 of Celestica's tracked suppliers are a monopoly or leader (including Broadcom, NVIDIA, WPG Holdings, WT Microelectronics). Which of those are actually single-source for the process step you care about?
- The dataset names 5 tracked customers for Celestica. How concentrated is demand among those names, and which of them have a documented second source in this graph?
- Celestica is headquartered in Canada. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
- Celestica trades as NYSE:CLS. What does the latest reported period say about capacity and backlog versus the graph position above?
- Before treating any edge as a verified relationship, check the provenance labels on the company page and the method note at /methodology.
Key products
- AI GPU server platforms (Cisco, AMD, hyperscaler)
- 400G / 800G networking switches
- Storage and compute subsystems
- Advanced Technology Solutions (ATS) for aerospace / defense
- EMS for industrial and health-tech
Suppliers
- WPG Holdings · relationship
- Arrow Electronics · relationship
- Avnet · relationship
- Macnica Holdings · relationship
- WT Microelectronics · relationship
- DigiKey · relationship
- Mouser Electronics · relationship
- Rutronik · relationship
- NVIDIA · relationship
- Broadcom · relationship
- Intel · relationship
- AMD · relationship
- Marvell Technology · relationship
- TTI, Inc. · relationship
- Nagase & Co. · relationship
- Supreme Electronics · relationship
- Weikeng Industrial · relationship
Customers
More Distribution & Misc companies
Compare with
Cisco Systems · Dell Technologies · Arista Networks · Hon Hai (Foxconn) · Hewlett Packard Enterprise · Luxshare Precision Industry
Sources
Open the interactive supply-chain view →
Cite as: wafergraph, “Celestica — supply chain, financials & market position”, https://wafergraph.com/company/celestica (data as of 2026-09-05).
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