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    Is AI Infrastructure Demand Quietly Reshaping TTM Technologies’ (TTMI) Long-Term Competitive Moat?

    Simply Wall St·12/19/2025 21:17:22
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    • Earlier this week, analysts highlighted strong demand for TTM Technologies’ advanced printed circuit boards used in artificial intelligence infrastructure, prompting a wave of positive research commentary around the company’s role in supporting large-scale computing buildouts.
    • This renewed focus on AI-driven demand underlines how TTM’s specialized PCB capabilities are becoming increasingly central to the hardware backbone of modern data centers.
    • Next, we’ll examine how this AI-related demand strength could influence TTM Technologies’ investment narrative and expectations for future growth.

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    TTM Technologies Investment Narrative Recap

    To own TTM Technologies, you need to believe that demand for advanced PCBs in AI data centers and defense will stay strong enough to support continued earnings growth and justify a premium valuation. The latest analyst upgrade reinforces AI as the key near term catalyst, but also sharpens focus on the main risk that high capital spending and new capacity, if underutilized, could weigh on margins and returns. If AI orders slow or ramp unevenly, this news may not materially change that risk.

    Against this backdrop, TTM’s July 2025 purchase of a 750,000 sq ft facility in Eau Claire, Wisconsin and additional land in Penang, Malaysia ties directly into the AI infrastructure theme by adding capacity for advanced PCB production. At the same time, it amplifies the existing execution risk around large, high cost U.S. and Asian projects, where any gap between expected and actual demand could squeeze profitability before the full AI opportunity is realized.

    Yet while the AI story is compelling, investors should be aware that the sizeable new Wisconsin and Penang investments could become a headwind if...

    Read the full narrative on TTM Technologies (it's free!)

    TTM Technologies' narrative projects $3.2 billion revenue and $251.1 million earnings by 2028.

    Uncover how TTM Technologies' forecasts yield a $77.50 fair value, a 16% upside to its current price.

    Exploring Other Perspectives

    TTMI 1-Year Stock Price Chart
    TTMI 1-Year Stock Price Chart

    Three fair value estimates from the Simply Wall St Community span roughly US$29.53 to US$77.50, highlighting how differently individual investors are sizing up TTM’s upside. You are seeing those views develop just as AI driven PCB demand and the company’s heavy build out in Wisconsin emerge as central factors for TTM’s future earnings power and risk profile.

    Explore 3 other fair value estimates on TTM Technologies - why the stock might be worth less than half the current price!

    Build Your Own TTM Technologies Narrative

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.