Professional
Added to YB: 2025-04-22
Pitch date: 2025-04-21
FN [bearish]
Fabrinet
Author Info
Idea Brunch is an interview series where great off-the-beaten-path investors share their best ideas and insights about their research process. Yellowbrick users get a 20% discount for life
Company Info
Fabrinet provides optical packaging and precision optical, electro-mechanical, and electronic manufacturing services in North America, the Asia-Pacific, and Europe.
Market Cap
$6.6B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
Sector
Electronic Equipment, Instruments and Components
Category
N/A
Idea Brunch #2 with Ted Rosenthal of TMR Capital (AI Edition) - Short Fabrinet
FN short: Sole 800G transceiver supplier to Nvidia's AI GPU clusters, but Ethernet gaining share from InfiniBand for AI networking (4/5 Arista AI customers chose Ethernet last 12mo). As InfiniBand loses ground due to cost & complexity, FN loses sole supplier status and faces competition from established Ethernet players.
Read full article (1 min)