SANMINA CORP: management transactions · United States · SEC (Form 4)

About SANMINA CORP

Sanmina Corp. (NASDAQ: SANM) is a leading U.S.-based industrial manufacturing company specializing in integrated manufacturing solutions for original equipment manufacturers (OEMs). Listed on the NASDAQ market in the United States, Sanmina was founded in 1980 in Silicon Valley and is headquartered in San Jose, California. For French-speaking investors, the company is best understood as a high-value electronics manufacturing services (EMS) platform with exposure to mission-critical end markets and a growing mix of advanced, technology-intensive offerings. Sanmina designs, manufactures, repairs, and supports a broad range of complex optical, electronic, and mechanical products. Its operating model spans the full product lifecycle: product design and engineering, prototyping, industrialization, component and system assembly, testing, direct order fulfillment, after-market support, and global supply chain management. The company primarily serves OEM customers in industrial, medical, defense and aerospace, automotive, communications networks, and cloud infrastructure markets. From an organizational standpoint, Sanmina operates through two business areas. Integrated Manufacturing Solutions (IMS) is the core business and its main reportable segment. Components, Products and Services (CPS) includes advanced printed circuit boards, backplanes, cable assemblies, precision metal parts, microelectronic and optical technologies, high-performance storage solutions, defense and aerospace products, repair and refurbishment services, and cloud-based manufacturing execution software through its 42Q division. This structure makes Sanmina more than a traditional contract manufacturer: it is a vertically integrated manufacturing partner with meaningful engineering and product-content capabilities. The company has a broad international footprint, with operations in 20 countries across four continents. That global network allows Sanmina to place facilities close to customers and end markets, while also supporting cost competitiveness and supply-chain resilience. The group employs approximately 39,000 people worldwide, underlining its scale and operational reach. In competitive terms, Sanmina stands out because it focuses on complex, highly regulated, and mission-critical products where quality, traceability, and time-to-market are essential. These end markets tend to require higher-value manufacturing services and offer opportunities to expand content per program. Recent developments are important: in 2025, Sanmina completed its acquisition of ZT Systems’ data center infrastructure manufacturing business from AMD, strengthening its exposure to cloud and AI infrastructure. The company also announced in December 2025 an expansion of its Energy business with a new factory in Houston, Texas, aimed at the U.S. energy market. Overall, Sanmina remains a well-positioned U.S. industrial technology manufacturer with diversified end-market exposure and improving strategic relevance in cloud, AI, energy, and critical infrastructure supply chains.