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FN Benefits From Strong AI Optics Growth in 2026: More Upside Ahead?
ZACKS· 2026-03-02 17:55
Key Takeaways Fabrinet is benefiting from synchronized AI ramps across telecom, DCI and HPC markets.FN's optical revenues rose 29% YoY in Q2, with telecom up 66.2% and DCI up 42.1%. FN expects Q3 revenues of $1.15B-$1.20B, with sequential growth in telecom, datacom and HPC.Fabrinet (FN) is riding multiple AI infrastructure buildouts that are increasingly running in parallel. That matters because it broadens the demand base, supports steadier utilization, and creates room for operating leverage even with noi ...