Fabrinet reported data center revenue of $669 million, up 68% year over year and now 51% of total sales, driven by AI demand from customers including NVIDIA at 16% and Amazon at 11%. The company qualified 250,000 square feet of cleanroom capacity in one quarter while expanding its Chonburi campus to over five million square feet, supporting a PCI run rate above $1 billion annualized and multiple sustainable growth drivers across markets. Operating margin reached 10.9% and gross margin held at 12.2%, though $92 million in capex produced only $55 million in operating cash flow, with Thailand's new global minimum tax adding a potential risk layer.

Company: Fabrinet (FN) — Q4 FY2026

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