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Sankey diagram of Fabrinet. A complete text table follows the diagram.
The outsourced manufacturing specialist remains an optical-communications company, but AI infrastructure is reshaping the mix behind its Thailand-centered production network.
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Every Sankey value reproduces the filing's end-market and product-category table. The combined data-center and HPC framing is an editorial sum of Datacenter interconnect and High-performance computing, disclosed in context rather than represented as a separate flow.
Labels and narrative explain the filing. A category marked “arithmetic bridge” or “residual” is calculated from reported totals, rather than a separately reported line.
| Category | Stage | Value | Notes |
|---|---|---|---|
| Fabrinet manufacturing output | 1 | $1.2B | $1.214B quarterly revenue |
| Optical communications | 2 | $889M | 73.2% of revenue |
| Non-optical communications | 2 | $326M | 26.8% of revenue |
| Telecom | 3 | $431M | Optical network equipment |
| Datacom | 3 | $260M | Data communications products |
| Datacenter interconnect | 3 | $197M | Up 90% year over year |
| Automotive | 3 | $115M | Precision automotive components |
| High-performance computing | 3 | $107M | Processors, accelerators, memory and networking |
| Industrial laser | 3 | $44.2M | Laser systems and components |
| Other non-optical | 3 | $59.2M | Medical, sensors and other markets |
| From | To | Value |
|---|---|---|
| Fabrinet manufacturing output | Optical communications | $889M |
| Fabrinet manufacturing output | Non-optical communications | $326M |
| Optical communications | Telecom | $431M |
| Optical communications | Datacom | $260M |
| Optical communications | Datacenter interconnect | $197M |
| Non-optical communications | Automotive | $115M |
| Non-optical communications | High-performance computing | $107M |
| Non-optical communications | Industrial laser | $44.2M |
| Non-optical communications | Other non-optical | $59.2M |