The Light Pipes — Photonics & CPO · AI Chain
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Fabrinetloading…
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Optical contract manufacturer — the assembly floor
What they do
Thai-based factory that assembles the finished optical transceivers for Lumentum, Coherent, and most of the industry. Doesn't matter who wins the laser war — Fabrinet builds it. Q2 FY26 revenue hit $1.13B, up 38% YoY.