AI Robotics in Medicine

Sanmina won Microbot Medical’s manufacturing mandate for the FDA-cleared, single-use LIBERTY endovascular robot, while its imminent ZT Systems acquisition is projected to add $5–$6B in annual run-rate revenue and could help double net revenue within three years.

The growth story is tempered by valuation and execution risk: shares have surged 41. 3% over 90 days and delivered a 100.

43% 1-year TSR but slipped 9. 74% in 30 days, and the last close ($208.

79) sits below Simply Wall St’s fair value estimate ($223. 75).

Execution and customer-concentration risks remain in focus as these bets scale.

Tracking: Medicine Robotics · AI Medicine · AI Healthcare

Geography: United States, United Kingdom, European Union, Germany, Switzerland, Israel, Canada, Singapore, Japan, South Korea, China, India, Boston, San Francisco Bay Area, Silicon Valley, London, Cambridge (UK), Tel Aviv, Toronto, Montreal, Zurich, Berlin, Stockholm, Seoul, Tokyo, Singapore (city-state), Beijing, Shanghai, Shenzhen, Rochester, MN, Cleveland, Baltimore, Minneapolis, Pittsburgh, Houston

1. Sanmina wins manufacturing for Microbot’s FDA-cleared remote endovascular robot

Sanmina has been selected by Microbot Medical to manufacture its LIBERTY System, described as an FDA-cleared, single-use, remotely operated robotic platform for peripheral endovascular procedures. The move comes as Sanmina’s shares have surged 41.

3% over 90 days and delivered a 1-year total shareholder return of 100. 43%, despite a 9.

74% dip over the last 30 days. Valuation remains a focal point: Simply Wall St pegs fair value at $223.

75 versus a last close of $208. 79.

Separately, Sanmina’s imminent acquisition of ZT Systems is expected to add $5–$6 billion in annual run-rate revenue, positioning the company to double net revenue within three years, while highlighting execution and customer-concentration risks.

Key facts:

- Microbot Medical chose Sanmina to manufacture the LIBERTY System.

- LIBERTY is FDA cleared, single-use, and remotely operated for peripheral endovascular procedures.

- Sanmina shares rose 41.3% over the past 90 days.

- One-year total shareholder return reached 100.43%.

- Shares fell 9.74% over the last 30 days.

Why it matters: A scaled contract manufacturer backing an FDA-cleared, remotely operated endovascular robot signals maturing supply chains for interventional robotics.

Single-use design also points to recurring production at volume, an important lever for reliability and cost. For Sanmina, the Microbot win complements a larger transformation story tied to ZT Systems and AI infrastructure exposure.

But with recent share volatility and stated risks around customer concentration and integration execution, the market may weigh the robotics upside against broader operational demands.

Watch for evidence that LIBERTY production ramps smoothly and contributes alongside the ZT Systems integration timeline.

Simplywall