TTM Technologies reports significant growth in AI infrastructure segment
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 05 2026
0mins
Should l Buy TTMI?
Source: NASDAQ.COM
TTM Technologies Inc (TTMI) has seen its stock rise by 4.96% as it reaches a 52-week high, reflecting strong investor confidence.
The company reported a remarkable 57% year-over-year growth in its data center computing segment by late 2025, with a projected additional 66% increase in Q1 2026, indicating robust demand in AI infrastructure. This growth is supported by a $1.61 billion defense backlog, showcasing TTM's critical role in AI servers and defense systems.
This positive performance highlights TTM's strong market positioning and potential for continued growth in the rapidly expanding AI sector.
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Analyst Views on TTMI
Wall Street analysts forecast TTMI stock price to fall
4 Analyst Rating
4 Buy
0 Hold
0 Sell
Strong Buy
Current: 144.170
Low
72.00
Averages
80.75
High
91.00
Current: 144.170
Low
72.00
Averages
80.75
High
91.00
About TTMI
TTM Technologies, Inc. is a global manufacturer of technology solutions including mission systems, radio frequency (RF) components and RF microwave/microelectronic assemblies, and technologically advanced printed circuit boards (PCB). The A&D segment consists of PCBs, value-added assemblies, microelectronics, RF/microwave components and assemblies, and integrated mission systems. Its products support surveillance, intelligence, communications, and other critical missions for customers in the aerospace and defense industry. Commercial segment consists of PCBs using customer-supplied engineering and design plans supporting customers in the automotive, medical, industrial, and instrumentation, networking, and data center computing end markets. RF&S Components segment consists of TTM designed RF components for commercial customers in the telecommunications, industrial, and instrumentation markets, as well as commercial off-the-shelf components for certain aerospace and defense customers.
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.
Hidden AI Infrastructure Companies Present Significant Opportunities
- TTM Technologies Growth: TTM Technologies (TTMI) reported a 57% year-over-year growth in its data center computing segment by late 2025, with a projected 66% increase in Q1 2026, highlighting its critical role in AI servers and defense systems, alongside a $1.61 billion defense backlog indicating strong market demand.
- Bel Fuse Reorganization and Acquisition: Bel Fuse (BELF) has reorganized into two business units and acquired Methode Electronics' data transceiver business, enhancing its position in high-density data center power delivery, reflecting its growing importance in AI infrastructure.
- Calix's AI Investment: Calix (CALX) has invested over $100 million in AI capabilities since 2023 and launched a new platform built on Google Cloud in 2025, expected to benefit from federal broadband deployment funding, further solidifying its market position in fiber networks.
- Clearfield's Market Outlook: Clearfield (CLFD) launched the NOVA platform designed for hyperscale data centers, with its market projected to grow from $19.1 billion in 2022 to $29.7 billion by 2026, at a CAGR of 13.1%, despite execution risks, as its core community broadband providers are expected to deploy funds more rapidly.
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AI Infrastructure Companies Show Significant Growth Potential
- TTM Technologies Growth: TTM Technologies reported a 57% year-over-year growth in its data center computing segment in late 2025, with a projected additional 66% increase in Q1 2026, indicating strong demand and market positioning in AI infrastructure.
- Bel Fuse Strategic Reorganization: Bel Fuse has reorganized into Aerospace, Defense & Industrial Technology units, reflecting revenue shifts, and acquired Methode Electronics' dataMate business to enhance its competitive edge in high-density data center power delivery.
- Calix Platform Upgrade: Calix launched a next-generation platform in October 2025, built on Alphabet's Google Cloud, investing over $100 million in AI capabilities, and is expected to benefit from federal broadband deployment funding, solidifying its market position among broadband service providers.
- Clearfield Market Outlook: Clearfield's new NOVA platform offers high-density modular fiber solutions for hyperscale data centers, with the market projected to grow from $19.1 billion in 2022 to $29.7 billion by 2026, reflecting a robust compound annual growth rate of 13.1%, showcasing significant growth potential.
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- Qualcomm's Opportunity: Qualcomm's Snapdragon processors are poised for a surge in AI applications due to TurboQuant, as interest in their high-performance mobile processors could increase significantly, potentially allowing Qualcomm to capture more market share despite current competition from in-house chips used by major mobile manufacturers.
- Broadcom's Stability: Broadcom's demand in the data center networking sector remains unaffected by TurboQuant, and it may actually enhance AI hardware demand by improving the return on investment for hyperscale capital expenditures, thereby strengthening its market position.
- TTM Technologies' Potential: TTM Technologies, while not widely recognized, plays a crucial role as a printed circuit board manufacturer, and its significance in the growing AI hardware demand is expected to rise, particularly in data center and networking sectors, driving future revenue growth.
See More
Impact of Google's TurboQuant on the AI Industry
- Shift in AI Memory Demand: Google's introduction of the TurboQuant algorithm reduces the memory requirements for AI computing platforms to one-sixth of the previous levels, directly undermining the pricing power of Micron Technology and Sandisk, which may pressure their stock prices.
- Qualcomm's Market Opportunity: Qualcomm's Snapdragon processors are well-positioned for AI applications, particularly in mobile devices, and the launch of TurboQuant could significantly boost demand for its high-performance mobile processors, enhancing its competitive edge.
- Data Center Networking Demand: Despite a decrease in memory needs, Broadcom, as a leader in data center networking technology, is expected to benefit from increased demand for AI hardware, as its products effectively connect processors and improve overall ROI.
- TTM Technologies' Growth Potential: TTM Technologies' circuit board business is poised for sustained growth driven by the AI sector, and while its revenue primarily comes from other areas, the rapid expansion of its data center and networking segments could further elevate its performance outlook.
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- Technical Analysis Tool: Comparing the current share price to the 200-day moving average provides investors with valuable insights for technical analysis, aiding in market trend assessment and potential buying opportunities.
- ETF Unit Trading Mechanism: Exchange-traded funds (ETFs) trade in units, meaning investors are buying and selling these units, allowing for flexibility in creating or destroying units based on investor demand, which can impact the liquidity of underlying assets.
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- TTM Technologies Growth: TTM Technologies reported a 19% revenue increase to $2.9 billion for fiscal 2025, with forecasts of 15% to 20% sales growth in 2026, indicating robust competitiveness and market demand driven by AI.
- Fastly Revenue Record: Fastly achieved a revenue of $624 million in 2025, up 14.7% from $543.7 million in 2024, with projections for 2026 sales between $700 million and $720 million, demonstrating market potential despite ongoing losses.
- AI Market Outlook: Statista forecasts the AI market will expand from nearly $350 billion in 2026 to $1.7 trillion by 2031, attracting significant investor interest in AI stocks, reflecting the industry's long-term growth potential.
See More
Hidden AI Infrastructure Companies Present Significant Opportunities
- TTM Technologies Growth: TTM Technologies (TTMI) reported a 57% year-over-year growth in its data center computing segment by late 2025, with a projected 66% increase in Q1 2026, highlighting its critical role in AI servers and defense systems, alongside a $1.61 billion defense backlog indicating strong market demand.
- Bel Fuse Reorganization and Acquisition: Bel Fuse (BELF) has reorganized into two business units and acquired Methode Electronics' data transceiver business, enhancing its position in high-density data center power delivery, reflecting its growing importance in AI infrastructure.
- Calix's AI Investment: Calix (CALX) has invested over $100 million in AI capabilities since 2023 and launched a new platform built on Google Cloud in 2025, expected to benefit from federal broadband deployment funding, further solidifying its market position in fiber networks.
- Clearfield's Market Outlook: Clearfield (CLFD) launched the NOVA platform designed for hyperscale data centers, with its market projected to grow from $19.1 billion in 2022 to $29.7 billion by 2026, at a CAGR of 13.1%, despite execution risks, as its core community broadband providers are expected to deploy funds more rapidly.
See More
AI Infrastructure Companies Show Significant Growth Potential
- TTM Technologies Growth: TTM Technologies reported a 57% year-over-year growth in its data center computing segment in late 2025, with a projected additional 66% increase in Q1 2026, indicating strong demand and market positioning in AI infrastructure.
- Bel Fuse Strategic Reorganization: Bel Fuse has reorganized into Aerospace, Defense & Industrial Technology units, reflecting revenue shifts, and acquired Methode Electronics' dataMate business to enhance its competitive edge in high-density data center power delivery.
- Calix Platform Upgrade: Calix launched a next-generation platform in October 2025, built on Alphabet's Google Cloud, investing over $100 million in AI capabilities, and is expected to benefit from federal broadband deployment funding, solidifying its market position among broadband service providers.
- Clearfield Market Outlook: Clearfield's new NOVA platform offers high-density modular fiber solutions for hyperscale data centers, with the market projected to grow from $19.1 billion in 2022 to $29.7 billion by 2026, reflecting a robust compound annual growth rate of 13.1%, showcasing significant growth potential.
See More
Google's TurboQuant Disrupts Memory Chip Market Dynamics
- Memory Chip Market Shock: Google's introduction of the TurboQuant algorithm on March 24 allows AI computing platforms to handle the same workload with just one-sixth of the physical memory, directly undermining Micron and Sandisk's pricing power, leading to significant stock volatility and impacting investor confidence.
- Qualcomm's Opportunity: Qualcomm's Snapdragon processors are poised for a surge in AI applications due to TurboQuant, as interest in their high-performance mobile processors could increase significantly, potentially allowing Qualcomm to capture more market share despite current competition from in-house chips used by major mobile manufacturers.
- Broadcom's Stability: Broadcom's demand in the data center networking sector remains unaffected by TurboQuant, and it may actually enhance AI hardware demand by improving the return on investment for hyperscale capital expenditures, thereby strengthening its market position.
- TTM Technologies' Potential: TTM Technologies, while not widely recognized, plays a crucial role as a printed circuit board manufacturer, and its significance in the growing AI hardware demand is expected to rise, particularly in data center and networking sectors, driving future revenue growth.
See More
Impact of Google's TurboQuant on the AI Industry
- Shift in AI Memory Demand: Google's introduction of the TurboQuant algorithm reduces the memory requirements for AI computing platforms to one-sixth of the previous levels, directly undermining the pricing power of Micron Technology and Sandisk, which may pressure their stock prices.
- Qualcomm's Market Opportunity: Qualcomm's Snapdragon processors are well-positioned for AI applications, particularly in mobile devices, and the launch of TurboQuant could significantly boost demand for its high-performance mobile processors, enhancing its competitive edge.
- Data Center Networking Demand: Despite a decrease in memory needs, Broadcom, as a leader in data center networking technology, is expected to benefit from increased demand for AI hardware, as its products effectively connect processors and improve overall ROI.
- TTM Technologies' Growth Potential: TTM Technologies' circuit board business is poised for sustained growth driven by the AI sector, and while its revenue primarily comes from other areas, the rapid expansion of its data center and networking segments could further elevate its performance outlook.
See More
IWN ETF 52-Week Price Fluctuation Analysis
- Price Range Analysis: The IWN ETF has a 52-week low of $129.38 and a high of $203.01, with the latest trade at $198.58, indicating stability near its high point, which may attract investor interest in its price movements.
- Technical Analysis Tool: Comparing the current share price to the 200-day moving average provides investors with valuable insights for technical analysis, aiding in market trend assessment and potential buying opportunities.
- ETF Unit Trading Mechanism: Exchange-traded funds (ETFs) trade in units, meaning investors are buying and selling these units, allowing for flexibility in creating or destroying units based on investor demand, which can impact the liquidity of underlying assets.
- Inflows and Outflows Monitoring: Weekly monitoring of changes in outstanding shares for ETFs helps identify those experiencing significant inflows (new units created) or outflows (old units destroyed), allowing for assessment of potential impacts on the underlying holdings.
See More
AI Market Booms, Benefiting Companies Like CoreWeave
- CoreWeave Revenue Surge: In 2025, CoreWeave's revenue soared to $5.1 billion, a 168% increase from $1.9 billion in 2024, with expectations to double again in 2026, highlighting its strong demand and growth potential in the AI infrastructure market.
- TTM Technologies Growth: TTM Technologies reported a 19% revenue increase to $2.9 billion for fiscal 2025, with forecasts of 15% to 20% sales growth in 2026, indicating robust competitiveness and market demand driven by AI.
- Fastly Revenue Record: Fastly achieved a revenue of $624 million in 2025, up 14.7% from $543.7 million in 2024, with projections for 2026 sales between $700 million and $720 million, demonstrating market potential despite ongoing losses.
- AI Market Outlook: Statista forecasts the AI market will expand from nearly $350 billion in 2026 to $1.7 trillion by 2031, attracting significant investor interest in AI stocks, reflecting the industry's long-term growth potential.
See More
