Fabrinet manufactures optical and datacom hardware used in high-bandwidth communications infrastructure and photonic interconnects.
The contract manufacturer behind most high-end optical modules and Nvidia's datacom optics, building toward $12.5-14B of revenue capacity in Thailand and Silicon Valley; its component-supply constraints and Nvidia concentration are the two risks the market prices.
2 signals name Fabrinet. Members see all of them, filtered by topic, source and date.
6 facts on file. Members see all of them with the source link.
Traction: deployment, production, commercials, progress. Capability: technology, positioning, firepower, leverage.
Fabrinet manufactures optical and datacom hardware used in high-bandwidth communications infrastructure and photonic interconnects. The contract manufacturer behind most high-end optical modules and Nvidia's datacom optics, building toward $12.5-14B of revenue capacity in Thailand and Silicon Valley; its component-supply constraints and Nvidia concentration are the two risks the market prices.
Fabrinet is on the AI Core watchlist list of Frontier Tech Intelligence with a score of 84 out of 100, below the Top 100.
Fabrinet is based in Thailand.
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