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diversification.","sources":[{"stance":"confirms","publisher":"StockTitan","publisher_en":"StockTitan","kind":"news","lang":"en","published_at":"2026-01-01","url":"https://www.stocktitan.net/news/CLS/","title":"Celestica, 1.6T 스위치·풀랙 AI 시스템 수주","title_en":"Celestica wins 1.6T switch and full-rack AI programs","excerpt":"2번째 하이퍼스케일러 1.6T 스위치 수주.","excerpt_en":"Won a second hyperscaler 1.6T switch program."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-10-27","url":"https://www.sec.gov/Archives/edgar/data/0001030894/000110465925102804/tm2529374d2_ex99-1.htm","title":"Celestica FY2025 3분기 실적(8-K)","title_en":"Celestica FY2025 Q3 results (8-K)","excerpt":"2번째 하이퍼스케일러 1.6T 스위치 수주.","excerpt_en":"Won a second hyperscaler 1.6T switch program."}]},{"direction":"revenue","counterparty":"아마존","counterparty_slug":"amazon","confidence":"mid","metric":null,"note":"AWS에 네트워킹·AI 시스템 공급 — 하이퍼스케일러 캐파 증설에 연동되는 대형 고객 축.","note_en":"Networking and AI systems to AWS — a large-customer axis tied to hyperscaler capacity build-out.","sources":[{"stance":"confirms","publisher":"StockTitan","publisher_en":"StockTitan","kind":"news","lang":"en","published_at":"2026-01-01","url":"https://www.stocktitan.net/news/CLS/","title":"Celestica, 1.6T 스위치·풀랙 AI 시스템 수주","title_en":"Celestica wins 1.6T switch and full-rack AI programs","excerpt":"AWS에 네트워킹·AI 시스템 공급.","excerpt_en":"Networking/AI systems to AWS."}]},{"direction":"revenue","counterparty":"엔터프라이즈·산업 (EMS)","counterparty_slug":null,"confidence":"mid","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"엔터프라이즈·산업 EMS(CCS·ATS) — 하이퍼스케일러 밖 매출 저변으로 사이클 변동을 완화.","note_en":"Enterprise and industrial EMS (CCS/ATS) — a revenue base beyond hyperscalers that softens cycle swings.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-10-27","url":"https://www.sec.gov/Archives/edgar/data/0001030894/000110465925102804/tm2529374d2_ex99-1.htm","title":"Celestica FY2025 3분기 실적(8-K)","title_en":"Celestica FY2025 Q3 results (8-K)","excerpt":"CCS·ATS 부문.","excerpt_en":"CCS and ATS segments."}]},{"direction":"revenue","counterparty":"메타 플랫폼스","counterparty_slug":"meta","confidence":"mid","metric":null,"note":"메타에 1.6T 스위치·AI 랙 공급 — 자체 AI 인프라 투자 확대의 직접 수혜 채널.","note_en":"1.6T switches and AI racks to Meta — a channel directly benefiting from Meta's expanding in-house AI infrastructure.","sources":[{"stance":"confirms","publisher":"StockTitan","publisher_en":"StockTitan","kind":"news","lang":"en","published_at":"2026-01-01","url":"https://www.stocktitan.net/news/CLS/","title":"Celestica, 1.6T 스위치·풀랙 AI 시스템 수주","title_en":"Celestica wins 1.6T switch and full-rack AI programs","excerpt":"메타에 1.6T 스위치·AI 랙 공급.","excerpt_en":"1.6T switches/AI racks to Meta."}]},{"direction":"cost","counterparty":"부품·메모리·제조 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"부품·메모리·정밀 조립 매입 — 화이트박스 ODM 원가의 큰 축으로 부품 조달이 마진을 좌우(비공개).","note_en":"Components, memory and precision assembly — a large slice of white-box ODM cost where sourcing drives margin (undisclosed).","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-10-27","url":"https://www.sec.gov/Archives/edgar/data/0001030894/000110465925102804/tm2529374d2_ex99-1.htm","title":"Celestica FY2025 3분기 실적(8-K)","title_en":"Celestica FY2025 Q3 results (8-K)","excerpt":"화이트박스 ODM 제조.","excerpt_en":"White-box ODM manufacturing."}]},{"direction":"cost","counterparty":"냉각·증설 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"액체냉각 시스템·증설 투자 — 고밀도 AI 랙 납품의 병목으로, 냉각 캐파가 풀랙(HPS) 출하량을 제약.","note_en":"Liquid-cooling systems and capacity investment — the bottleneck for delivering dense AI racks, where cooling capacity caps full-rack (HPS) shipments.","sources":[{"stance":"confirms","publisher":"StockTitan","publisher_en":"StockTitan","kind":"news","lang":"en","published_at":"2026-01-01","url":"https://www.stocktitan.net/news/CLS/","title":"Celestica, 1.6T 스위치·풀랙 AI 시스템 수주","title_en":"Celestica wins 1.6T switch and full-rack AI programs","excerpt":"시스템급 액체냉각.","excerpt_en":"System-level liquid cooling."},{"stance":"confirms","publisher":"NextPlatform","publisher_en":"NextPlatform","kind":"research","lang":"en","published_at":"2025-09-05","url":"https://www.nextplatform.com/2025/09/05/hpe-systems-rebound-as-juniper-brings-a-further-boost/","title":"Celestica·HPE AI 시스템 반등(넥스트플랫폼)","title_en":"Celestica/HPE AI systems rebound (NextPlatform)","excerpt":"하이퍼스케일러 AI ODM 수요 반등.","excerpt_en":"Hyperscaler AI-ODM demand rebound."}]}]}