Emerging AI MarketDCI (Data Center Interconnect) applications are also growing rapidly, driven by AI, which is a positive tailwind for Fabrinet’s 400GZR, 800GZR, and 800GZR+.
Financial PerformanceThe quarter came in ahead of forecast and Fabrinet guided modestly ahead of the Street for the June quarter despite Telecom headwinds.
Growth PotentialTheir Nvidia business sets them up for a long runway of future growth.