Customer GrowthFabrinet has a strong position in supporting and expanding relationships with existing and new large customers like Amazon, Ciena, and Nvidia.
Market DemandFabrinet is expected to benefit from strong demand trends in Datacom and Telecom markets, driven by robust investments in datacenter infrastructure.
Strategic PartnershipsIndustry forecasts project a faster and larger ramp for 1.6T transceivers, with Fabrinet as a primary beneficiary due to its collaborations with Nvidia and Ciena.