Fabrinet — Supply Chain & Business Relationships
Every relationship below is sourced to a verbatim quote from a public company filing that names the counterparty, with a one-click link to the original document.
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Featured in supply-chain maps: Semiconductor Foundries & Advanced Packaging
Where it sits in the AI-server chain
The stages where a filing quote places this company on the AI-server chain.
Customers (companies it supplies)
“During fiscal year 2026, Cisco Systems, Inc., NVIDIA Corporation, Nokia Corporation and Amazon.com, Inc. contributed 19.9%, 16.3%, 10.7% and 10.5%, respectively, of our revenues.”— FN 10-K, filed 2026-08-18 EDGAR · View source filing ↗
“During fiscal year 2026, Cisco Systems, Inc., NVIDIA Corporation, Nokia Corporation and Amazon.com, Inc. contributed 19.9%, 16.3%, 10.7% and 10.5%, respectively, of our revenues.”— FN 10-K, filed 2026-08-18 EDGAR · View source filing ↗
“During fiscal year 2026, Cisco Systems, Inc., NVIDIA Corporation, Nokia Corporation and Amazon.com, Inc. contributed 19.9%, 16.3%, 10.7% and 10.5%, respectively, of our revenues.”— FN 10-K, filed 2026-08-18 EDGAR · View source filing ↗
“During fiscal year 2026, Cisco Systems, Inc., NVIDIA Corporation, Nokia Corporation and Amazon.com, Inc. contributed 19.9%, 16.3%, 10.7% and 10.5%, respectively, of our revenues.”— FN 10-K, filed 2026-08-18 EDGAR · View source filing ↗
“Significant customers Total revenues, by percentage, from individual customers representing 10% or more of total revenues in the respective periods were as follows: … Lumentum Operations LLC * * 15.4 %”— FN 10-K, filed 2025-08-19 EDGAR · View source filing ↗Not re-confirmed in the filer’s latest annual report (Form 10-K filed 2026-08-18): fell below the ≥10% disclosure threshold.
Competitors
“Competitors in the market for optical manufacturing services include Benchmark Electronics, Inc., Celestica Inc., InnoLight Technology (Suzhou) Ltd., Jabil Inc., Sanmina Corporation, Venture Corporation Limited and Eoptolink Technology Inc., Ltd.”— FN 10-K, filed 2026-08-18 EDGAR · View source filing ↗
“Competitors in the market for optical manufacturing services include Benchmark Electronics, Inc., Celestica Inc., InnoLight Technology (Suzhou) Ltd., Jabil Inc., Sanmina Corporation, Venture Corporation Limited and Eoptolink Technology Inc., Ltd.”— FN 10-K, filed 2026-08-18 EDGAR · View source filing ↗
“Competitors in the market for optical manufacturing services include Benchmark Electronics, Inc., Celestica Inc., InnoLight Technology (Suzhou) Ltd., Jabil Inc., Sanmina Corporation, Venture Corporation Limited and Eoptolink Technology Inc., Ltd.”— FN 10-K, filed 2026-08-18 EDGAR · View source filing ↗
“Competitors in the market for optical manufacturing services include Benchmark Electronics, Inc., Celestica Inc., InnoLight Technology (Suzhou) Ltd., Jabil Inc., Sanmina Corporation, Venture Corporation Limited and Eoptolink Technology Inc., Ltd.”— FN 10-K, filed 2026-08-18 EDGAR · View source filing ↗
“Competitors in the market for optical manufacturing services include Benchmark Electronics, Inc., Celestica Inc., InnoLight Technology (Suzhou) Ltd., Jabil Inc., Sanmina Corporation, Venture Corporation Limited and Eoptolink Technology Inc., Ltd.”— FN 10-K, filed 2026-08-18 EDGAR · View source filing ↗
“Competitors in the market for optical manufacturing services include Benchmark Electronics, Inc., Celestica Inc., InnoLight Technology (Suzhou) Ltd., Jabil Inc., Sanmina Corporation, Venture Corporation Limited and Eoptolink Technology Inc., Ltd.”— FN 10-K, filed 2026-08-18 EDGAR · View source filing ↗
“Competitors in the market for optical manufacturing services include Benchmark Electronics, Inc., Celestica Inc., InnoLight Technology (Suzhou) Ltd., Jabil Inc., Sanmina Corporation, Venture Corporation Limited and Eoptolink Technology Inc., Ltd.”— FN 10-K, filed 2026-08-18 EDGAR · View source filing ↗
“Our customized optics and glass operations face competition from companies such as CASTECH Inc., Excelitas Technologies Corp. and Photop Technologies, Inc. (a subsidiary of Coherent Corp.).”— FN 10-K, filed 2026-08-18 EDGAR · View source filing ↗
“Our customized optics and glass operations face competition from companies such as CASTECH Inc., Excelitas Technologies Corp. and Photop Technologies, Inc. (a subsidiary of Coherent Corp.).”— FN 10-K, filed 2026-08-18 EDGAR · View source filing ↗
“Our customized optics and glass operations face competition from companies such as CASTECH Inc., Excelitas Technologies Corp. and Photop Technologies, Inc. (a subsidiary of Coherent Corp.).”— FN 10-K, filed 2026-08-18 EDGAR · View source filing ↗
Ownership & investments
“On March 25, 2026, the Company entered into a share purchase agreement to acquire a 13.8 % equity interest in Raytek Semiconductor, Inc. (“Raytek”) for a total purchase price of approximately New Taiwan Dollar (“NT$”) 1.02 billion ($ 32.4 million).”— FN 10-K, filed 2026-08-18 EDGAR · View source filing ↗
Filed activity
Filings by Fabrinet itself, from our archive: US SEC earnings filings (Form 8-K Item 2.02 and Form 6-K results reports) since 2025-07-22, plus Taiwan Stock Exchange material announcements where covered. Not a complete filing history; subjects appear verbatim in their original language.
• Record Fourth Quarter Revenue Exceeds Guidance RangeShow more from the filing
• Record Fiscal Year 2026 Revenue Increases 36% Year-over-year BANGKOK, Thailand – August 17, 2026 – Fabrinet (NYSE: FN), a leading provider of advanced optical packaging and precision optical, electro-mechanical and electronic manufacturing services to original equipment manufacturers of complex products, today announced its financial results for its fourth quarter and fiscal year ended June 26, 2026. Seamus Grady, Chief Executive Officer of Fab rinet, said, “ Our fourth quarter was exceptional, capping off a remarkable year of accelerating growth and strong momentum. We achieved record quarterly revenue of $1.316 billion, exceeding our guidance range, and increasing 45% from a year ago. Through excellent execution, our non-GAAP EPS grew even faster, and also reached a new all-time high. For the full fiscal year, revenue increased 36% to $4.6 billion.
• Record Third Quarter Revenue and Earnings Per Share Exceed Guidance Ranges BANGKOK, Thailand – May 4, 2026 – Fabrinet (NYSE: FN), a leading provider of advanced optical packaging and precision optical, electro-mechanical and electronic manufacturing services to original equipment manufacturers of complex products, today announced its financial results for its third fiscal quarter ended MarchShow more from the filing
27, 2026. Seamus Grady, Chairman and Chief Executive Officer of Fab rine t, said, “Our third quarter was exceptionally strong, delivering record financial results that exceeded our guidance ranges. Growth was supported by numerous ongoing and ramping programs that continue to provide meaningful tailwinds. We expect several new customer agreements, particularly in the datacom market, to further strengthen our growth trajectory as we move into the fourth quarter and beyond.” Third Quarter Fiscal Year 2026 Fi nancial Highlights GAAP Results • Revenue for the third quarter of fiscal year 2026 was $1,214.3 million, compared to $871.8 million for the third quarter of fiscal year 2025.
• Record Second Quarter Revenue and Earnings Per Share Above Guidance Ranges BANGKOK, Thailand – February 2, 2026 – Fabrinet (NYSE: FN), a leading provider of advanced optical packaging and precision optical, electro-mechanical and electronic manufacturing services to original equipment manufacturers of complex products, today announced its financial results for its second fiscal quarter endedShow more from the filing
December 26, 2025. Seamus Grady, Chairman and Chief Executive Officer of Fab rinet, said, “We delivered an exceptional second quarter with record revenue and earnings that significantly exceeded our guidance ranges. Multiple large, key strategic programs across our business all contributed to our outstanding performance. At the same time, excellent execution and strong operating leverage generated record earnings per share that was also above our guidance range. We are confident that the same drivers that helped produce these results will extend into the third quarter, as reflected in our strong guidance.” Second Quarter Fiscal Year 2026 Fi nancial Highlights GAAP Results
• Record First Quarter Revenue and Earnings Per Share Above Guidance Ranges BANGKOK, Thailand – November 3, 2025 – Fabrinet (NYSE: FN), a leading provider of advanced optical packaging and precision optical, electro-mechanical and electronic manufacturing services to original equipment manufacturers of complex products, today announced its financial results for its first fiscal quarter endedShow more from the filing
September 26, 2025. Seamus Grady, Chairman and Chief Executive Officer of Fab rinet, said, “We had an outstanding first quarter with revenue of $978 million dollars, which was above our guidance range. This record result was driven by another strong telecom performance, an early contribution from new High-Performance Computing revenue, and a smaller than anticipated sequential decline in datacom revenue. With continued strong execution, our revenue upside flowed directly to the bottom line, resulting in record earnings per share that also exceeded our guidance. With multiple tailwinds, we are optimistic that we will see our growth further accelerate in the second quarter. ” First Quarter Fiscal Year 2026 Fi nancial Highlights GAAP Results
• Record Fourth Quarter Revenue Exceeds Guidance RangeShow more from the filing
• Record Fiscal Year 2025 Revenue Increases 19% Year-over-year BANGKOK, Thailand – August 18, 2025 – Fabrinet (NYSE: FN), a leading provider of advanced optical packaging and precision optical, electro-mechanical and electronic manufacturing services to original equipment manufacturers of complex products, today announced its financial results for its fourth quarter and fiscal year ended June 27, 2025. Seamus Grady, Chief Executive Officer of Fab rinet, said, “Our fourth quarter was exceptional, capping off a remarkable year with strong momentum. We achieved record quarterly revenue of $910 million, exceeding our guidance range. Through excellent execution, our non-GAAP EPS also reached a new all-time high. For all of fiscal year 2025, we achieved record revenue of $3.4 billion, an increase of 19% from the prior year. We’re encouraged by the growing demand across all areas of our business and remain optimistic that these favorable trends will carry into the first quarter and beyond.” Fourth Quarter Fiscal Year 2025 Fi nancial Highlights GAAP Results