Fabrinet年会交流实录:英伟达光模块代工厂的AI增长蓝图

光纤在线
Mar 06

3/05/2026,光纤在线讯,在巴克莱第23届全球科技年会上,光通信与电子制造服务龙头Fabrinet(纽交所代码:FN)的首席执行官Seamus Grady详细阐述了公司业务进展。会议核心聚焦于AI驱动的数据通信(Datacom)需求、高性能计算(HPC)新业务、产能扩张计划及财务战略。Fabrinet作为英伟达(NVIDIA)等科技巨头的核心代工厂,正全面受益于AI数据中心建设浪潮。一、 ...

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