Continued robust demand for AI and High-Performance Computing (HPC) infrastructure, requiring advanced optical interconnects and driving growth in Fabrinet's specialized manufacturing services.

Improved global supply chain stability and easing geopolitical tensions, as indicated by the Middle East ceasefire, which can reduce operational risks and costs for Fabrinet's geographically diverse manufacturing and supplier network.

Potential impact of rising US consumer inflation expectations and a mixed labor market on overall business investment and demand for end-products in markets served by Fabrinet, such as automotive and medical devices.