行业要闻追踪：北美光模块光芯片公司业绩指引强劲，全球算力景气度延续（1）Fabrinet FY2026Q1 业绩环比增长8%，DCI 业务需求强劲。FabrinetFY2026 第一季度营收达到9.781 亿美元，同比增长22%，环比增长8%，这主要得益于数据中心互联（DCI）产品的推动。DCI 收入为1.38 亿美元，同比增长92%，环比增长29%，DCI 收入已达公司总收入的14%。（2）...
Source Link行业要闻追踪：北美光模块光芯片公司业绩指引强劲，全球算力景气度延续（1）Fabrinet FY2026Q1 业绩环比增长8%，DCI 业务需求强劲。FabrinetFY2026 第一季度营收达到9.781 亿美元，同比增长22%，环比增长8%，这主要得益于数据中心互联（DCI）产品的推动。DCI 收入为1.38 亿美元，同比增长92%，环比增长29%，DCI 收入已达公司总收入的14%。（2）...
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