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TTM Technologies
TTM Technologies (TTMI) investor relations material
TTM Technologies 28th Annual Needham Growth Conference Virtual summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual Needham Growth Conference Virtual summary13 Jan, 2026
Company overview and market positioning
Operates in high-end, long-cycle technology markets, providing advanced interconnect solutions for AI, defense, and automation sectors.
Focuses on advanced PCBs, substrates, and packaging, integrating these into modules and systems.
Plans to increase visibility and market presence, aiming for annual top-line growth of 5–20% and to double earnings from 2025 to 2027.
Growth drivers and end markets
Data center and networking segments, driven by AI, are forecasted to grow over 30% this year, with strong customer engagement and visibility.
Medical and industrial instrumentation markets are recovering, with about 20% growth and AI-driven applications boosting demand.
Automotive market remains challenging, with a focus on high-end, niche applications rather than volume.
Capacity expansion and operational updates
Added 25% capacity in China for AI-related products, utilizing existing facilities and workforce flexibility.
Penang, Malaysia facility faces yield and workforce challenges but is improving weekly; not critical for current capacity needs.
Syracuse, NY campus for defense applications is on track for volume production in the second half of the year, leveraging a skilled local workforce.
Wisconsin facility acquisition enhances U.S. manufacturing footprint, with flexible use for commercial, defense, and R&D.
Strategy to double earnings by 2027
US PCB onshoring for AI: customer interest vs cost
Non-PCB defense: TTM's competitive differentiators
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Next TTM Technologies earnings date
Q4 20255 Feb, 2026
TTM Technologies
Next TTM Technologies earnings date
Q4 20255 Feb, 2026
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Eferix Drawings Google Play
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Frequently asked questions
TTM Technologies Inc is a manufacturer of printed circuit boards and radio frequency components used in electronics. The company serves a wide range of end markets including aerospace and defense, automotive, industrial, computing, and telecommunications. Its capabilities span quick-turn prototyping to high-volume production. The company is headquartered in Santa Ana, California, and its shares are listed on the NASDAQ.
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