Fabrinet

Fabrinet is a major in the Distribution & Misc segment of the semiconductor & AI supply chain, headquartered in Thailand. Its key suppliers include Coherent, Lumentum Holdings, Broadcom. Its key customers include NVIDIA, Lumentum Holdings, Coherent.

Contract manufacturer of optical and photonic components.

Ticker
NYSE: FN
Headquarters
Thailand
Revenue
$4.6B (FY2026) · +35.7% YoY
Net income
$473M
Operating margin
10.0%
Market position
major
Value-chain segment
Photonics & Optics
Key products
Optical transceiver manufacturing (for Lumentum, Coherent, II-VI), Photonic component assembly, Precision optical-mechanical assembly, Datacom and telecom module manufacturing, Medical optics and sensors manufacturing

About Fabrinet

Fabrinet, headquartered in Thailand, operates in the Photonics & Optics segment of the semiconductor & AI supply chain and is positioned as a market major there. Its key products include Optical transceiver manufacturing (for Lumentum, Coherent, II-VI), Photonic component assembly, Precision optical-mechanical assembly, Datacom and telecom module manufacturing, Medical optics and sensors manufacturing. wafergraph maps 3 tracked suppliers and 5 tracked customers for Fabrinet across the value chain. It has a supply-chain criticality score of 68/100, with 235 companies downstream of it.

Role in the chain

Fabrinet is a market major in Distribution & Misc (Photonics & Optics), headquartered in Thailand. Contract manufacturer of optical and photonic components.

Diligence questions

  1. The dataset records 3 tracked suppliers for Fabrinet. Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
  2. 1 of Fabrinet's tracked suppliers are a monopoly or leader (including Broadcom). Which of those are actually single-source for the process step you care about?
  3. The dataset names 5 tracked customers for Fabrinet. How concentrated is demand among those names, and which of them have a documented second source in this graph?
  4. Fabrinet is headquartered in Thailand. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
  5. Fabrinet trades as NYSE:FN. What does the latest reported period say about capacity and backlog versus the graph position above?
  6. Before treating any edge as a verified relationship, check the provenance labels on the company page and the method note at /methodology.

Full diligence pack for Fabrinet

Key products

  • Optical transceiver manufacturing (for Lumentum, Coherent, II-VI)
  • Photonic component assembly
  • Precision optical-mechanical assembly
  • Datacom and telecom module manufacturing
  • Medical optics and sensors manufacturing

Suppliers

Customers

More Distribution & Misc companies

Compare with

InnoLight Technology · Corning Incorporated · Eoptolink Technology · Lumentum Holdings · Nokia · Coherent

Sources

Open the interactive supply-chain view →

Cite as: wafergraph, “Fabrinet — supply chain, financials & market position”, https://wafergraph.com/company/fabrinet (data as of 2026-09-05).

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