ENTITY · celestica
CelesticaCLS
Canada·systems odm·major·$42.8B mkt cap
EMS/ODM supplier of data-center hardware and AI systems.
WATCH · 40–69
41/100 illustrative
Underwriting Thesis
WATCH — Celestica: sole-source / single-point-of-failure dominance compounded by sanctions exposure in its immediate supply path in systems odm. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration18
Sole-Source Dependence62
Sanctions Exposure45
Downstream Criticality45
Sanctions Exposure
Entity not present on tracked screening lists (CSL).
DoD Exposure
No matched DoD semiconductor awards (USASpending) for this entity.
Segments
systems odmnetworking systems
Shortest paths → DoD-exposed firms
- Scale AI · 2 hops · $105.6MCelestica → Amazon (Annapurna Labs) → Scale AI
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 5
- NVIDIAUnited StatesDOMESTIC
- BroadcomUnited StatesDOMESTIC
- IntelUnited StatesDOMESTIC
- AMDUnited StatesDOMESTIC
- Marvell TechnologyUnited StatesDOMESTIC
Key Customers · downstream · 5
- Amazon (Annapurna Labs)United StatesDOMESTIC
- Alphabet (Google)United StatesDOMESTIC
- MicrosoftUnited StatesDOMESTIC
- Meta PlatformsUnited StatesDOMESTIC
- OracleUnited StatesDOMESTIC