Key Takeaways Fabrinet is capturing rising demand as AI and cloud growth accelerate optical packaging adoption.800G transceivers generated $313 million in the fourth quarter of fiscal 2025, up 21% year over year.FN now reports HPC separately, signaling its rising role in next-gen optical packaging demand.Fabrinet’s (FN) position as a leading optical packaging specialist has become increasingly strategic as the industry transitions to higher bandwidth requirements and advanced data center architectures. The ...