Fabrinet

Fabrinet (NASDAQ: FN) is a global provider of advanced optical packaging and precision optical, electro-mechanical, and electronic manufacturing services to original equipment manufacturers of complex products. The company serves customers in optical communications, automotive, industrial lasers, medical devices, and sensors markets. Fabrinet's website is www.fabrinet.com.

The company operates through three primary revenue segments: data center products, communications infrastructure products, and automotive, industrial and other markets. In fiscal year 2026, data center products represented 47.9% of revenues, communications infrastructure products accounted for 33.3%, and automotive, industrial and other markets comprised 18.8% of total revenues. Fabrinet generated $4.64 billion in revenues for fiscal year 2026, reflecting significant growth from the prior year.

Fabrinet's core capabilities encompass process design and engineering, advanced optical packaging, printed circuit board assembly and testing, supply chain management, and customized optics and glass fabrication. The company designs and fabricates application-specific crystals, lenses, prisms, mirrors, and laser components, as well as custom borosilicate and fused silica glass products. These customized optics and glass products are incorporated into many of the components and modules Fabrinet manufactures for customers, and are also sold in the merchant market.

The company operates manufacturing facilities globally, with significant operations in Thailand, China, the United States, and Israel. Fabrinet maintains dedicated New Product Introduction centers in Silicon Valley and Israel to support business development and design for manufacturability services before transferring programs to its low-cost manufacturing base in Thailand.

Fabrinet's competitive advantages include its advanced optical and electro-mechanical manufacturing technologies, efficient and flexible manufacturing platform, factory-within-a-factory production environment for intellectual property protection, vertical integration in customized optics and glass, and proprietary supply chain management tools. The company serves a concentrated customer base, with major customers including Cisco Systems, NVIDIA Corporation, Nokia Corporation, and Amazon.com. Fabrinet maintains extensive quality certifications including ISO 9001, ISO 14001, TL 9000, IATF 16949, and AS 9100, among others.