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.

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

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Sources

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