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

  1. 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?
  2. 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?
  3. 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?
  4. 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?
  5. Celestica trades as NYSE:CLS. What does the latest reported period say about capacity and backlog versus the graph position above?
  6. Before treating any edge as a verified relationship, check the provenance labels on the company page and the method note at /methodology.

Full diligence pack for Celestica

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

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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