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Ciena & Fabrinet: The Road Ahead for Optics
SUMMARY
- In this piece, we examine where optics and photonics are heading, combining our industry work with conversations with management at Fabrinet (NYSE: FN) and Ciena (NYSE: CIEN).
- Both companies are crucial players in the optical ecosystem, but they operate at very different points in the value chain.
- This piece does not outline an actionable “high-conviction” idea, but instead explores what is happening in the optics sector and the key trends to watch.
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- Ciena & Fabrinet: The Road Ahead for Optics25 Sep 2026
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