Jabil
Jabil Inc. is a U.S based company providing engineering, manufacturing, and supply chain solutions. It provides comprehensive electronics design, production, and product management services to companies in various industries and end markets. It operates through three segments: Regulated Industries, serving automotive, healthcare, and renewables; Intelligent Infrastructure, focused on AI, cloud, data centers, and communications, driving the majority of revenue; and Connected Living and Digital Commerce, specializing in digitalization and automation, such as robotics and warehouse automation. The company operates in the U.S., Mexico, China, Malaysia, Singapore, and several other markets.www.jabil.com
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Search complete. 42 mentions across 11 episodes found for "Jabil".
Sep 14, 2026
Darshan DeshmukhGUEST
Can you increase the quality of the revenue? Can you increase the blended mix of the revenue so that you, your EBITDA continues to improve in the longer run, right? I'll use an example.
Darshan DeshmukhGUEST
Uh, our, uh, parent company, Jabil, uh, our chief supply chain officer directly reports to, uh, CEO.
Darshan DeshmukhGUEST
And the chief supply chain officer has not only the responsibility of all of your cost of goods sold as a contract manufacturer, but then also responsible for supply chain services, like, which we are a part of-
Kelly BarnerHOST
Yeah
Gary KaltbaumHOST
Little fuse, how's that for a name? Uh, how about, um, I'm looking at them in real-time.
Gary KaltbaumHOST
How about maybe Jabil Circuit? Maybe.
Gary KaltbaumHOST
I also have to mention...
Gary KaltbaumHOST
So as you know, Apple's coming out with this folding phone, and we're reading these stories about two thousand and three thousand bucks.
Greg SwensonGUEST
For our AI exposure, we've really kind of tilted towards that part of it, away from the hyperscalers for a long time.
Greg SwensonGUEST
A group like Electronic Manufacturing Services, companies like Flex, Jabil, those types of companies that make the chips and switches and servers that go into the data centers, We've held that group for four years, and it's done tremendously well.
Greg SwensonGUEST
We also own communications equipment, some tech hardware, companies like that.
Greg SwensonGUEST
And construction and engineering was one group that we held within that theme until last month.
Sharad KuttanHOST
Right.
Sharad KuttanHOST
So today on The Grill, Frankie Lim speaks with Jabil Malaysia Managing Director Tan Sujin.
Sharad KuttanHOST
Sujin is going to be speaking about Malaysia's growing role in the global AI hardware supply chain.
Sharad KuttanHOST
Frankie and Sujin will discuss Jabil's investments in R&D, photonics, automation and AI and what this all means for Malaysia's manufacturing sector.
Rich BradburyHOST
And we're going to stick with that sector because according to Bloomberg reporting earlier this week, the Malaysian government is seriously considering using Huawei's AI chips now as part of a two billion ringgit initiative aimed at giving the country greater control over its national data.
Rich BradburyHOST
The chips under consideration are Huawei's Ascend 910C, the same chip that the Trump administration won last year, could potentially violate US export controls regardless of where it's used.
Frankie LimHOST
The other three players are South Korea, Taiwan and Thailand.
Frankie LimHOST
One of the companies that builds Malaysia to where it is, is Jabil Malaysia, a leading provider of electronic manufacturing services or EMS and supply chain solutions, operating advanced manufacturing facilities across Penang, Kedah and Perlis, to support global industries like healthcare, automotive and aerospace.
Frankie LimHOST
The group has a workforce of 140,000 people worldwide and about 10% of them are right here in Malaysia.
Frankie LimHOST
In 2026, Jabil's AI business grew 50%.
Frankie LimHOST
So how is Malaysia benefiting from All of that, let's find out.
Frankie LimHOST
We have Tan Siew Jin, the Managing Director of Jabil Malaysia with us today.
Frankie LimHOST
Good morning, SJ.
Frankie LimHOST
Thanks for being with us.
speaker_0HOST
And that hurdle is what naturally brings us to the core case study in the text today.
speaker_1HOST
Jabil.
speaker_0HOST
Yes, Jabil.
speaker_0HOST
They are this global manufacturing powerhouse.
speaker_0HOST
And their logistics are just incredibly complex.
speaker_0HOST
If anyone is going to feel the agonizing pain of disconnected systems, it is an industrial giant operating at that scale.
speaker_1HOST
For sure.
speaker_1HOST
And Jabil provides a perfect lens for this because their sheer volume kind of forces the issue.
Luis MirandaGUEST
Flextronics has huge operations in Guadalajara.
Luis MirandaGUEST
Sanmina, Solectron, Jabil, all those companies came in that era.
Luis MirandaGUEST
Then we had another wave.
Luis MirandaGUEST
Like in early 2000s, we received Intel and Oracle.
Emmet SavageHOST
It sold Dycom Industries and locked in nearly 3% gain.
Emmet SavageHOST
It sold Jabil and it locked in a 76% gain, and it sold Ross Stores Incorporated and locked in a 5% gain.
Emmet SavageHOST
So it sold four stocks, all very nicely profitable, especially Jabil, which was up 70, up 76%, and it replaced them with four because that's how it works.
Emmet SavageHOST
And I'm going to tell you two of the four it was replaced, uh, that it replaced, and they're flying already.
Emmet SavageHOST
Um, they're doing great.
Gary KaltbaumHOST
What else do you know? Corning down another 7.
Gary KaltbaumHOST
Jabil 15.
Gary KaltbaumHOST
Keys reports earnings.
Gary KaltbaumHOST
Gaps up $10.
Jim CramerHOST
That thing came alive.
Jim CramerHOST
You know how much cheaper that is than Celestica and, and Jabil? You're right, it's pick and shovel.
Jim CramerHOST
It's a really good stock.
Jim CramerHOST
I'm glad you brought it to my attention.
1 more episode mentions Jabil.
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