COMPANIES · SERVERS & AI FACTORIES

Fabrinet

Fabrinet is a contract manufacturer that assembles and packages precision optical and electronic products, such as optical communication modules, lasers and sensors, for the companies that design them.

EnablerServers & AI factories
What it does

Fabrinet is a contract manufacturer that assembles and packages precision optical and electronic products, such as optical communication modules, lasers and sensors, for the companies that design them.

Why it matters

Much of the optical and networking hardware used to connect AI systems is built by contract manufacturers, and Fabrinet's largest customers in fiscal 2026 were Cisco, NVIDIA, Nokia and Amazon. That concentration means its business closely tracks AI and cloud networking spending.

How it makes money

Equipment makers (OEMs) in optical communications, lasers, automotive and medical devices pay it to manufacture and package their products.

Geography

Cayman Islands (George Town, registered principal executive office)

AI stack position

Servers and AI factories. The companies that assemble chips, memory and networking into complete servers and racks, turning individual components into the working computers that actually train and run AI models.

Same-layer peers

Same-layer peers share an editorial stack classification; that alone does not establish direct competition.

Connections (4)

Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated; it does not necessarily provide independent confirmation.

Current relationships (4)

Fabrinet manufactures optical and electronic products for NVIDIA
Manufactures forCurrent
Fabrinet's fiscal 2026 annual report says NVIDIA Corporation contributed 16.3% of its revenues.

Source: 2026-08-18 · reviewed 2026-09-26

Evidence: Primary-source statement · Reported operating (fiscal 2026)

Limits: Does not establish which products Fabrinet builds for this customer, contract terms, exclusivity, or future volumes.

Fabrinet Form 10-K for fiscal year ended June 26, 2026 ↗
Fabrinet manufactures optical and electronic products for Cisco Systems
Manufactures forCurrent
Fabrinet's fiscal 2026 annual report says Cisco Systems, Inc. contributed 19.9% of its revenues.

Source: 2026-08-18 · reviewed 2026-09-26

Evidence: Primary-source statement · Reported operating (fiscal 2026)

Limits: Does not establish which products Fabrinet builds for this customer, contract terms, exclusivity, or future volumes.

Fabrinet Form 10-K for fiscal year ended June 26, 2026 ↗
Fabrinet manufactures optical and electronic products for Nokia
Manufactures forCurrent
Fabrinet's fiscal 2026 annual report says Nokia Corporation contributed 10.7% of its revenues.

Source: 2026-08-18 · reviewed 2026-09-26

Evidence: Primary-source statement · Reported operating (fiscal 2026)

Limits: Does not establish which products Fabrinet builds for this customer, contract terms, exclusivity, or future volumes.

Fabrinet Form 10-K for fiscal year ended June 26, 2026 ↗
Fabrinet manufactures optical and electronic products for Amazon Web Services
Manufactures forCurrent
Fabrinet's fiscal 2026 annual report says Amazon.com, Inc. contributed 10.5% of its revenues.

Source: 2026-08-18 · reviewed 2026-09-26

Evidence: Primary-source statement · Reported operating (fiscal 2026)

Limits: The filing names the parent Amazon.com, Inc., not Amazon Web Services specifically; does not establish which products Fabrinet builds, contract terms, or future volumes.

Fabrinet Form 10-K for fiscal year ended June 26, 2026 ↗
Evidence for this profile

Fabrinet Form 10-K for fiscal year ended June 26, 2026 ↗
Reviewed

Explore it interactively

Open this profile in the database See it on the relationship map

Inclusion in this database is not an endorsement of a company or its securities. Nothing here is a recommendation to buy or sell anything, and none of it is individualized investment advice. See the disclosures. Data: AI Map v3.24, released .