Tag: AI optical communication
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Corning (GLW): A Beneficiary of AI Data Center Fiber Optics? A Comprehensive Summary of Earnings, Outlook, Fair Value, and Risks
Base Exchange Rate: 1 USD = 1,490 KRW (As of 2026-05-14) | Corning (GLW) Q1 2026 Core Revenue 4.35B (+181YY) · Core EPS 0.70 (+301YY) Earnings Surprise. Securing position as a key AI fiber supplier through partnerships with Meta 6B and NVIDIA 3.2B+. 12-month baseline target 225, Hold rating.
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Fabrynet (FN) an AI Optical Communication Beneficiary? A Comprehensive Summary of Earnings, Outlook, Fair Value, and Risks
Base Exchange Rate: 1 USD = 1,471.32 KRW (As of 2026-05-12) | Analysis Date: May 12, 2026 Executive Summary Fabrinet (NYSE: FN) is a key contract manufacturer for AI optical infrastructure and is directly benefiting from the demand for optical modules and components driven by the surge in demand for AI data centers. Based on the current share price of $649.53 (approx. 955,601 KRW), we are setting a 12-month baseline target price of $750 (approx. 1,103,490 KRW) and maintaining a Buy rating. Q3 FY2026 (closed March 2026) revenue $1.214 billion (approx. 1 trillion…