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Celestica says awarded programs already put 2028 demand above its 2027 outlook
What happened
Celestica said customer demand forecasts for 2028, based solely on programs it has already won, are "meaningfully higher" than its 2027 revenue outlook. The company used its October 27 Investor and Analyst Day to lay out a multi-year growth plan built on AI networking and custom compute. This is a stated demand forecast and growth plan, not an achieved result.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
Celestica
demand_forecastAI_networkingcustom_computeinvestor_day2028_outlook
Source and time
Source: DigiTimes Asia · 10/27/2026 · View original source
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