KTCC short answer is I don't know. CLS and SANM did great but I believe they both mentioned data centers and AI biz helping them, I don't think KTCC is involved in that stuff. I guess you'd have to read into those earnings calls to see if general demand for basic contract manufacturing is increasing. KTCC gave no forward guidance last qtr due to possible tariff effects. One neg is that the Peso's recent strength is not good for them unless they hedged smartly.
Anyways, I have mixed feelings. But if they happen to have a quarter thats not bad; there's plenty of upside.
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