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Celestica poised for growth as Google expands custom silicon plans amid Marvell partnership talks

Market News
23 Apr 2026
Seeking Alpha
View Source
Bullish
pluang ai news

Celestica Inc. is well-positioned for growth as Google expands its custom silicon roadmap, reinforcing Celestica's role as a preferred manufacturer of TPU systems. Despite concerns from the market, reports of a potential partnership between Google and Marvell support Celestica's growth strategy, which focuses on scale-out networking and expanding system manufacturing capacity through 2027. This development highlights Celestica's early-stage monetization of a multi-year shift toward custom silicon systems and higher-bandwidth AI infrastructure, suggesting potential stock upside.

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