{"city":null,"name":"Fabrinet","slug":"fabrinet","facts":[{"date":"2026-08-18","type":"revenue_band","value":">500m","source":"ScanX, Barchart"},{"date":"2026-08-18","type":"setback","value":"Shares declined 20% on flat datacom and lower Nvidia sales; component shortages cited","source":"ScanX, Barchart"},{"date":"2026-08-17","type":"revenue","value":"FQ4 2026 record revenue","source":"Fabrinet release, call"},{"date":"2025-10-28","type":"partnership","value":"Aurora Innovation is developing scalable driverless-truck hardware with Fabrinet and AUMOVIO","source":"Aurora"},{"date":"2024-05-22","type":"partnership","value":"OpenAI entered a multi-year global partnership with News Corp to use its journalism in OpenAI products","source":"OpenAI"}],"peers":[],"stage":null,"state":null,"aliases":["FN"],"country":"Thailand","domains":[{"why":"Fabrinet manufactures optical and datacom hardware used in high-bandwidth communications infrastructure and photonic interconnects.","list":null,"rank":null,"tier":"watchlist","layer":null,"total":84,"domain":"AI Core","scores":{"gate_ne":["firepower"],"leverage":10,"position":8,"progress":8,"firepower":8,"commercial":10,"deployment":10,"production":10,"technology":6},"edition":null,"segment":null},{"why":"Fabrinet is developing scalable driverless-truck hardware with Aurora Innovation and AUMOVIO, making it a manufacturing partner for autonomous-vehicle hardware.","list":null,"rank":null,"tier":"prospect","layer":null,"total":35,"domain":"Robotics","scores":{"gate_ne":["firepower"],"leverage":1,"position":3,"progress":5,"firepower":1,"commercial":10,"deployment":1,"production":10,"technology":3},"edition":null,"segment":null}],"founded":null,"signals":[{"date":"2025-10-28","header":"Aurora Innovation, Inc. is developing scalable driverless-truck hardware with Fabrinet and AUMOVIO.","outlet":"Aurora"},{"date":"2024-05-22","header":"OpenAI entered a multi-year global partnership with News Corp to use its journalism in OpenAI products.","outlet":"OpenAI"}],"website":"fabrinet.com","category":"AI Infra · Networking & interconnect","categories":[{"name":"Optical & photonic interconnect","domain":"AI Core","parent":"AI Infra · Networking & interconnect"},{"name":"Contract manufacturing","domain":"Robotics","parent":"Robotics · Manufacturing"}],"last_round":null,"updated_at":"2026-09-22T22:24:30.981+00:00","facts_total":6,"positioning":"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.","sub_category":"Optical & photonic interconnect","signals_total":2,"url":"https://www.frontiertechintelligence.com/companies/fabrinet","title":"Fabrinet · ai core, Thailand · scores, facts and signals · Frontier Tech Intelligence","description":"Fabrinet manufactures optical and datacom hardware used in high-bandwidth communications infrastructure and photonic interconnects. AI Core watchlist (score 84) 2 signals and 6 facts with sources.","publisher":"Frontier Tech Intelligence (Future Frontiers, a trade name of Essential Cognition Inc.)","note":"Assessment by Frontier Tech Intelligence; facts and signals carry their sources."}