NYSE:FNElectronic
Is Growing AI Photonics Focus Altering The Investment Case For Fabrinet’s Supply Chain Role (FN)?
In recent days, Susquehanna initiated coverage of Fabrinet with a Positive rating while investors focused on its role packaging and testing photonic modules that underpin AI data centers and advanced optical networking.
This attention underscores how Fabrinet’s specialized photonic capabilities and expanding presence in AI server manufacturing are increasingly viewed as central to the AI hardware supply chain.
We’ll now explore how this growing recognition of Fabrinet’s role in AI data...