Who Fabrinet buys from and sells to
Contract manufacturer that assembles optical transceivers, lasers and modules for other brands, mostly in Thailand.
Buys from 1
- Customer-designated component vendorslasers, chips and optics bought to customer bills of materials
Sells to 6
- CiscoCSCOoptical modules, including Acacia coherent parts19.9% of revenue (FY2026 10-K)
- NVIDIANVDA800G and 1.6T transceivers for its networking16.3% of revenue (FY2026 10-K), down from 27.6%)
- NokiaNOKoptical subsystems, including ex-Infinera lines10.7% of revenue (FY2026 10-K)
- AmazonAMZNdata centre transceivers built to its design10.5% of revenue (FY2026 10-K)
- CienaCIENcoherent optical modules and subsystems
- LumentumLITEmodule and subsystem assembly
Where the chain could break
- Four customers were ~57% of FY2026 revenue (10-K)
- Most production sits in a few Thai campuses; floods or Thai politics hit output directly
- NVIDIA has moved 800G volume to other makers, cutting its share from 27.6% to 16.3%
Competes with
- JabilJBLoutsourced optical manufacturing
- CelesticaCLSthe same, from the data centre hardware side
- InnoLightown-brand modules that bypass contract manufacturing
Mapped by hand from filings and company reporting, as of October 2026. It shows the relationships that matter most, not every contract: most are never disclosed, and agreements change.