Hon Hai (Foxconn) is projected to start production of Google's TPU server L10/L11 in Q1 2026, potentially securing a 20% market share. Celestica remains a key supplier for Google's TPU L6 and rack-level solutions. Meta has reportedly halted further development of its Iris project, potentially shifting Iris's CoWoS capacity to Google in 2026. The communications segment, particularly 800G and 1.6T switches, is expected to drive growth for Celestica.