Nvidia may replace Amphenol with Foxconn as major supplier
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 18 2026
0mins
Should l Buy APH?
Source: seekingalpha
Amphenol Corp's stock fell 5.00% as it crossed below the 5-day SMA amid broader market declines.
Nvidia is considering replacing Amphenol with Foxconn Interconnect Technology for its Kyber midplane connectors, indicating a significant shift in its supply chain strategy. Analyst Alicia Xi from GF Securities noted that Foxconn is expected to expand its role in the Kyber system, which could impact Amphenol's market position. This news comes as Nvidia raises its price target for Foxconn, reflecting confidence in its growth potential.
The potential supplier change could lead to a competitive landscape shift, affecting Amphenol's future revenue and market share. Investors will be closely monitoring how this development influences Amphenol's performance in the coming quarters.
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Analyst Views on APH
Wall Street analysts forecast APH stock price to rise
12 Analyst Rating
11 Buy
1 Hold
0 Sell
Strong Buy
Current: 151.060
Low
135.00
Averages
172.92
High
210.00
Current: 151.060
Low
135.00
Averages
172.92
High
210.00
About APH
Amphenol Corporation is a designer, manufacturer, and marketer of electrical, electronic and fiber optic connectors and interconnect systems, antennas, sensors and sensor-based products and coaxial and high-speed specialty cables. The Company operates through three segments. The Harsh Environment Solutions segment designs, manufactures and markets a range of ruggedized interconnect products and other products for use in the industrial, defense, commercial aerospace, automotive, mobile networks, medical and other markets. Communications Solutions segment designs, manufactures and markets a range of connector and interconnect systems for use in the information technology and data communications, mobile devices, industrial, mobile networks, broadband communications, automotive, commercial aerospace and defense end markets. Its Interconnect and Sensor Systems segment designs, manufactures and markets a range of sensors, sensor-based systems, connectors and value-add interconnect systems.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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