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FN

FN

2 tracked calls · 2 long · 0 short · last 90d: 1L/0S
first called by ThreadGuy 3mo ago
FNFNLONG1mo ago
“Revenue hit a record $1.214 billion, up 39 percent, but the more useful detail is that datacom shipments were held back by component shortages even as demand…”
JP Insights

Fabrinet is shipping less than demand on component shortages, the bottleneck talking on the factory floor.

FNFNLONG@ $710.08
$431.89-39.18%
since call Jun 5
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FNFNLONG3mo ago
“photonics needs coolers. People don't know this. Photonics needs special coolers because if the temperature goes off even by a little bit, the thing doesn't…”
ThreadGuy

Thermoelectric coolers like Fabrinet are critical to photonics working; temperature-sensitive bottleneck nobody flags.

FNFNLONG@ $631.65
$431.89-31.63%
since call Apr 28
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