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Fabrinet, the Thai contract manufacturer that assembles the optical transceivers linking Nvidia's and other hyperscalers' AI clusters, just posted a record quarter — revenue for the fiscal fourth quarter, ended 26 June 2026, hit $1.32 billion in quarterly revenue, up 45% year-over-year
Verified 2026-09-03
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- 30D
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- AI share of revenue
- 89.7%
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