NYSE:FNElectronic
Fabrinet (FN) Valuation in Focus as Data Center Interconnect Emerges as Key Growth Driver
Fabrinet (FN) just made a move that caught the eye of investors watching the pulse of AI and cloud infrastructure. By reporting Data Center Interconnect, or DCI, as its own sub-segment for the first time, management is sending a clear message that this area is central to Fabrinet’s growth story. Splitting out DCI indicates they expect it to be a growth engine as hyperscalers race to expand capacity for AI and cloud workloads.
Zooming out, Fabrinet’s share price has reflected that growing...