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Fabrinet Highlights Diversified AI Customer Mix and Growing Demand

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Fabrinet’s CFO said the company continued diversifying its customer base in fiscal 2026, with four customers each representing 10% or more of total revenue, including Nvidia alongside Cisco, Amazon, and Nokia. Management pointed to rising demand in AI-linked data center interconnect, high-performance computing, and transceivers, plus new customer programs ramping and expanding production capacity.

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