Tuesday, September 22, 2026
TBBTrade
The Chain Gazette · ResearchSemiconductorsFull writeup
$394.75-1.70%as of 10:46 AM ET

FNFabrinet

Precision optical, electro-mechanical, and photonic assembly — effectively the TSMC of optical-transceiver manufacturing. Contract manufacturer for COHR, LITE, and others.

Coiled

52w range compression, breakout-adjusted

Watched

35

7-day news volume + tape quietness

Sound

Margins, growth, FCF composite

Critical

99

Supply-chain concentration × demand

Pressure

73

Pricing Power

Filling fast

Financial metrics unavailable for this ticker.

Fabrinet is the pick-and-shovel trade under the pick-and-shovel trade. Every ramp in photonics OEM shipments lands at FN first. Thin margin but near-zero tech risk: they build what others design.

From the EDGAR wire.

From the tape.

Who FN touches.