{"id":2659,"date":"2026-04-14T16:04:44","date_gmt":"2026-04-14T16:04:44","guid":{"rendered":"https:\/\/tetsu811.com\/photonic-ic-fabrinet\/"},"modified":"2026-04-14T16:04:44","modified_gmt":"2026-04-14T16:04:44","slug":"photonic-ic-fabrinet","status":"publish","type":"post","link":"https:\/\/tetsu811.com\/ja\/photonic-ic-fabrinet\/","title":{"rendered":"Fabrinet \u6df1\u5ea6\u89e3\u6790 \u2014 \u5149\u6a21\u7d44\u5408\u7d04\u88fd\u9020\u9f8d\u982d"},"content":{"rendered":"<style>:root{--bg:#0e1117;--card:#161b22;--accent:#58a6ff;--accent2:#1f6feb;--text:#e4e6eb;--text2:#8b949e;--border:#30363d;--green:#3fb950;--red:#f85149;--yellow:#d29922}*{margin:0;padding:0;box-sizing:border-box}body{background:var(--bg)!important;color:var(--text);font-family:-apple-system,BlinkMacSystemFont,\"Segoe UI\",Helvetica,Arial,sans-serif;line-height:1.7}.entry-content{background:var(--bg)!important}.container{max-width:900px;margin:0 auto;padding:2rem;background:var(--bg);border-radius:14px}.breadcrumb{font-size:.85rem;color:var(--text2);margin-bottom:1.5rem}.breadcrumb a{color:var(--accent);text-decoration:none}h1{font-size:2.2rem;font-weight:700;color:#fff;margin-bottom:.5rem;display:flex;align-items:center;flex-wrap:wrap;gap:.8rem}.ticker-badge{font-size:.95rem;font-weight:500;background:var(--accent2);color:#fff;padding:3px 14px;border-radius:20px;white-space:nowrap}.subtitle{color:var(--text2);font-size:1rem;margin-bottom:1.5rem}.disclaimer{font-size:.8rem;color:var(--yellow);background:rgba(210,153,34,.1);border:1px solid rgba(210,153,34,.25);padding:.7rem 1rem;border-radius:8px;margin-bottom:2rem}article,aside{margin-bottom:2.5rem}h2{font-size:1.45rem;color:#fff;margin-bottom:1rem;padding-bottom:.5rem;border-bottom:1px solid var(--border)}h3{font-size:1.15rem;color:var(--accent);margin:1.2rem 0 .5rem}p{margin-bottom:1rem;color:var(--text)}.metrics-grid{display:grid;grid-template-columns:repeat(auto-fit,minmax(170px,1fr));gap:1rem;margin:1.5rem 0}.metric{background:var(--card);border:1px solid var(--border);border-radius:10px;padding:1.2rem;text-align:center}.metric .value{font-size:1.6rem;font-weight:700;color:var(--accent)}.metric .label{font-size:.8rem;color:var(--text2);margin-top:.3rem}.why-box{background:var(--card);border-left:4px solid var(--accent);padding:1.2rem 1.5rem;border-radius:0 10px 10px 0;margin:1rem 0}ul{margin:.5rem 0 1rem 1.5rem;color:var(--text)}li{margin-bottom:.4rem}.bull-bear{display:grid;grid-template-columns:1fr 1fr;gap:1.5rem;margin:1rem 0}.bull,.bear{background:var(--card);padding:1.2rem;border-radius:10px}.bull{border-top:3px solid var(--green)}.bear{border-top:3px solid var(--red)}.bull h4{color:var(--green)}.bear h4{color:var(--red)}table{width:100%;border-collapse:collapse;margin:1rem 0;font-size:.9rem}th,td{padding:.7rem 1rem;text-align:left;border-bottom:1px solid var(--border)}th{background:var(--card);color:var(--accent);font-weight:600}.related-articles{display:flex;flex-direction:column;gap:.5rem}.related-articles a{color:var(--accent);text-decoration:none;padding:.5rem .8rem;background:var(--card);border-radius:6px;border:1px solid var(--border)}.related-articles a:hover{border-color:var(--accent)}.footer{font-size:.75rem;color:var(--text2);border-top:1px solid var(--border);padding-top:1rem;margin-top:2rem}@media(max-width:600px){.bull-bear{grid-template-columns:1fr}.metrics-grid{grid-template-columns:1fr 1fr}h1{font-size:1.5rem}}<\/style>\n<div class=\"container\">\n<nav class=\"breadcrumb\"><a href=\"\/ja\/photonic-ic-industry-2026\/\">\u5149\u5b50 IC \u7522\u696d\u7e3d\u89bd<\/a> &rsaquo; Fabrinet<\/nav>\n<h1>Fabrinet<span class=\"ticker-badge\">NYSE: FN<\/span><\/h1>\n<p class=\"subtitle\">\u5149\u6a21\u7d44\u5408\u7d04\u88fd\u9020\u9f8d\u982d \u00b7 \u7522\u696d\u4f4d\u7f6e\uff1aStage 4 \u6a21\u7d44\u88fd\u9020<\/p>\n<div class=\"disclaimer\"><strong>\u514d\u8cac\u8072\u660e\uff1a<\/strong>\u672c\u6587\u50c5\u4f9b\u7814\u7a76\u53c3\u8003\uff0c\u4e0d\u69cb\u6210\u6295\u8cc7\u5efa\u8b70\u3002<\/div>\n<article>\n<h2>\u516c\u53f8\u6982\u89c0<\/h2>\n<p>Fabrinet \u662f\u5168\u7403\u6700\u5927\u5149\u5b78\u6a21\u7d44\u5408\u7d04\u88fd\u9020\u5546\uff0c\u5c08\u7cbe\u7cbe\u5bc6\u5149\u5b78\u5c01\u88dd\u548c\u6e2c\u8a66\u3002Q2 FY26 \u71df\u6536 $11.3 \u5104\u5275\u6b77\u53f2\u65b0\u9ad8\uff08+36% YoY\uff09\u3002\u524d\u5169\u5927\u5ba2\u6236\uff08NVIDIA + Cisco\uff09\u4f54\u71df\u6536 46%\u3002\u670d\u52d9 ROADM\u3001\u5149\u653e\u5927\u5668\u3001\u8abf\u8b8a\u5668\u7b49\u4ee3\u5de5\u3002<\/p>\n<div class=\"metrics-grid\">\n<div class=\"metric\">\n<div class=\"value\">$1.13B<\/div>\n<div class=\"label\">Q2 FY26 \u71df\u6536\uff08\u65b0\u9ad8\uff09<\/div>\n<\/div>\n<div class=\"metric\">\n<div class=\"value\">+36%<\/div>\n<div class=\"label\">\u71df\u6536 YoY<\/div>\n<\/div>\n<div class=\"metric\">\n<div class=\"value\">$552<\/div>\n<div class=\"label\">\u80a1\u50f9<\/div>\n<\/div>\n<div class=\"metric\">\n<div class=\"value\">12.4%<\/div>\n<div class=\"label\">\u6bdb\u5229\u7387<\/div>\n<\/div>\n<\/div>\n<\/article>\n<article>\n<h2>\u5c0f\u767d\u7248\uff1aFabrinet \u5728\u505a\u4ec0\u9ebc\uff1f<\/h2>\n<div class=\"why-box\"><strong>\u751f\u6d3b\u6bd4\u55bb\uff1a<\/strong>Fabrinet \u5c31\u50cf\u662f\u300c\u5149\u901a\u8a0a\u7684\u5bcc\u58eb\u5eb7\u300d\u3002Lumentum \u548c Coherent \u8a2d\u8a08\u597d\u5149\u6a21\u7d44\uff0cFabrinet \u8ca0\u8cac\u5927\u91cf\u751f\u7522\u3002\u5c31\u50cf Apple \u8a2d\u8a08 iPhone\u3001\u5bcc\u58eb\u5eb7\u8ca0\u8cac\u7d44\u88dd\u4e00\u6a23\u3002Fabrinet \u5728\u6cf0\u570b\u8a2d\u5ee0\uff0c\u7528\u7cbe\u5bc6\u7684\u7d44\u88dd\u7dda\u628a\u6578\u767e\u500b\u5fae\u5c0f\u5149\u5b78\u96f6\u4ef6\u7d44\u88dd\u6210\u5149\u6a21\u7d44\uff0c\u7136\u5f8c\u51fa\u8ca8\u7d66\u5168\u7403\u8cc7\u6599\u4e2d\u5fc3\u3002<\/div>\n<\/article>\n<article>\n<h2>\u6295\u8cc7\u8ad6\u9ede Bull vs Bear<\/h2>\n<div class=\"bull-bear\">\n<div class=\"bull\">\n<h4>\u591a\u65b9\u8ad6\u9ede<\/h4>\n<ul>\n<li>\u5b63\u5ea6\u71df\u6536\u7a81\u7834 $1B \u91cc\u7a0b\u7891<\/li>\n<li>AWS \u65b0\u5408\u4f5c\u6848\u589e\u91cf &gt;$150M<\/li>\n<li>\u53d7\u76ca NVIDIA CPO \u5efa\u8a2d<\/li>\n<li>\u7522\u696d\u93c8\u6a1e\u7d10\u4f4d\u7f6e<\/li>\n<\/ul>\n<\/div>\n<div class=\"bear\">\n<h4>\u7a7a\u65b9\u8ad6\u9ede<\/h4>\n<ul>\n<li>\u6bdb\u5229\u7387\u50c5 12.4%\uff08\u4ee3\u5de5\u5c6c\u6027\uff09<\/li>\n<li>NVIDIA + Cisco \u4f54 46%<\/li>\n<li>\u8b70\u50f9\u80fd\u529b\u6709\u9650<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/article>\n<aside>\n<h2>\u76f8\u95dc\u95b1\u8b80<\/h2>\n<div class=\"related-articles\"><a href=\"\/ja\/photonic-ic-lite\/\">Lumentum \u2014 \u4ee3\u5de5\u5ba2\u6236<\/a><a href=\"\/ja\/photonic-ic-fic\/\">\u4e0a\u8a6e \u2014 \u53f0\u7063\u5c01\u88dd\u5c0d\u6a19<\/a><a href=\"\/ja\/photonic-ic-gis\/\">GIS-KY \u2014 \u9d3b\u6d77\u7cfb\u4ee3\u5de5<\/a><a href=\"\/ja\/photonic-ic-industry-2026\/\">\u5149\u5b50 IC \u7522\u696d\u7e3d\u89bd<\/a><\/div>\n<\/aside>\n<div class=\"footer\">\u8cc7\u6599\u4f86\u6e90\uff1aFabrinet \u8ca1\u5831\u3001Seeking Alpha\u3002<\/div>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>Fabrinet\uff08NYSE: FN\uff09\u662f\u5168\u7403\u6700\u5927\u5149\u5b78\u6a21\u7d44\u5408\u7d04\u88fd\u9020\u5546\uff0c\u5b63\u5ea6\u71df\u6536\u7a81\u7834 $11 \u5104\u3002<\/p>","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_gspb_post_css":"","footnotes":""},"categories":[30],"tags":[],"class_list":["post-2659","post","type-post","status-publish","format-standard","hentry","category-photonic-ic"],"blocksy_meta":[],"_links":{"self":[{"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/posts\/2659","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/comments?post=2659"}],"version-history":[{"count":0,"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/posts\/2659\/revisions"}],"wp:attachment":[{"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/media?parent=2659"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/categories?post=2659"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/tags?post=2659"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}