Amphenol

“And we've got great partners, everybody from, of course, TSMC and Amphenol, the connector company, incredible company, Vertiv and SK Hynix and Micron Spill, Amkor and KYEC and there's Foxconn and the many the factories that they've built and Quanta and Wiwynn and gosh, Dell and HP and Super Micro, Lenovo and the number of companies is just really quite incredible, Quanta.”

Amphenol is called out by name as a key connector supplier in NVIDIA's Blackwell supply chain.

“we saw what what are the competitors in the space currently announced agreement with Meta Securing Supply”

An analyst referenced Meta signing a supply agreement with a competitor, framing Meta as a hyperscaler securing AI data center supply, a read-through on Meta's ongoing AI infrastructure buildout.

“as we benefited from the Andrew acquisition completed earlier last year”

The Andrew acquisition drove a 120%+ jump in Amphenol's communications networks revenue, expanding its position with mobile network operators and wireless equipment makers.

“Trexon's a leading provider of high-reliability interconnect and cable assemblies primarily for the defense market”

Amphenol closed its acquisition of Trexon (~$290M annual sales), expanding its value-add interconnect offering for the defense market.

“we're excited to have closed on the acquisition of the CCS business from CommScope a bit earlier than we had anticipated”

Amphenol closed its largest-ever acquisition, the CCS business from CommScope, adding roughly $4B in annualized fiber-optic interconnect sales and expanding its data center and communications networks reach.

“helped by the acquisition of Sit back in 2024.”

The 2024 CIT (Carlisle Interconnect Technologies) acquisition broadened Amphenol's commercial-aerospace interconnect offering.

“we benefited from the Andrew acquisition that we completed earlier this year, as well as from increased spending by both communications network operators and equipment manufacturers.”

The completed Andrew acquisition drove 130%+ growth in Amphenol's communications-networks market this year.

“we remain excited about the pending acquisition of the business from Commscope.”

Amphenol is acquiring a business (CCX) carved out from CommScope, expected to close by end of Q1 2026.

“we closed on the acquisition of Rochester Sensors earlier in the third quarter.”

Amphenol closed the acquisition of Rochester Sensors (~$100M sales), a maker of liquid-level sensors for industrial markets.

“we signed a definitive agreement to acquire Trexan for approximately $1 billion in cash. Trexan is a leading provider of high-reliability interconnect and cable assemblies, primarily for the defense market”

Amphenol agreed to acquire Trexan (Trexon) for ~$1B, adding high-reliability defense interconnect and cable-assembly capabilities.

“our 2 largest ever acquisitions of CIT and the ANDREW business from CommScope.”

Amphenol's ANDREW acquisition was a divestiture of a business unit from CommScope, one of Amphenol's two largest-ever acquisitions.

“the acquisition of the Andrew Business from CommScope, which closed at the beginning of February.”

Amphenol acquired CommScope's Andrew RF antenna and interconnect business, expected to generate $1.3 billion in annualized sales, reflecting CommScope's continued divestiture of non-core assets to streamline its portfolio.

“you folks had a really nice shout out from NVIDIA on their earnings call recently”

An analyst notes NVIDIA publicly praised Amphenol on its own earnings call, underscoring Amphenol's close supplier relationship on next-generation AI data center interconnects.