VALENCIA, Spain, March  17, 2026  (GLOBE NEWSWIRE) -- iPronics, the leader in programmable silicon photonics (SiPh) for AI datacenter networking, today announced a major expansion of its global manufacturing capability

iPronics Announces a SiPh Packaging and Assembly Manufacturing Line for Next Generation AI Optical Circuit Switches at Fabrinet

Fabrinet Partners with iPronics to Scale AI Infrastructure Manufacturing

<section class="insight" data-version="1">
  <section data-block="information">
    <h3>Information</h3>
    <p>VALENCIA, Spain, March  17, 2026  (GLOBE NEWSWIRE) -- iPronics, the leader in programmable silicon photonics (SiPh) for AI datacenter networking, today announced a major expansion of its global manufacturing capability</p>
  </section>

  <section data-block="ai-summary-paragraph">
    <h3>AI Summary</h3>
    <p>Fabrinet (FN) is partnering with iPronics to enhance its manufacturing capabilities for silicon photonics optical circuit switches. This expansion, including a new production line, aims to meet surging demand from AI infrastructure clients, potentially driving revenue growth as the market evolves towards energy-efficient technologies.</p>
  </section>

  <section data-block="ai-summary-bullets">
    <h3>Key Points</h3>
    <ul><li>iPronics expands manufacturing through partnership with Fabrinet (FN).</li><li>New production line for SiPh OCS expected operational Q2 2026.</li><li>Growing demand for energy-efficient interconnects in AI infrastructure.</li><li>Mass production capabilities support response to hyperscaler customer needs.</li><li>Market for optical circuit switches projected to grow significantly by 2030.</li></ul>
  </section>

  <section data-block="companies-mentioned">
    <h3>Companies Mentioned</h3>
    <ul><li><strong>Fabrinet (FN)</strong>: Key partner in silicon photonics manufacturing expansion.</li><li><strong>iPronics (N/A)</strong>: Driving demand for advanced optical solutions in AI data centers.</li></ul>
  </section>

  <section data-block="category">
    <h3>Corporate Developments</h3>
    <p>This falls under Corporate Developments as it highlights a strategic partnership enhancing manufacturing capabilities in the rapidly growing AI infrastructure market, which is crucial for investors monitoring technological advances and demand in this space.</p>
  </section>

  <section data-block="market-moving">
    <h3>Market-Moving</h3>
    <ul><li>Increased production capacity could elevate FN&#039;s revenue streams significantly.</li><li>Partnership reinforces FN&#039;s strategic position in the AI technology space.</li><li>Growing demand for optical switches may lead to contract expansions with iPronics.</li><li>FN&#039;s market response to heightened AI infrastructure needs could drive share price appreciation.</li></ul>
  </section>

  <section data-block="key-facts">
    <h3>Key Facts</h3>
    <ul><li>Fabrinet&#039;s new production line expected operational in Q2 2026.</li><li>iPronics targets hyperscaler and AI system integrators for its OCS solutions.</li><li>Market for optical circuit switches projected to be multibillion-dollar by 2030.</li><li>iPronics utilizes patented technology for energy-efficient optical solutions.</li></ul>
  </section>

  <section data-block="trading-thesis">
    <h3>Trading Thesis</h3>
    <p>Buy FN ahead of Q2 2026 production ramp to capitalize on growing AI demand.</p>
  </section>
</section>


<link type="text/css" rel="stylesheet" href="https://www.globenewswire.com/styles/gnw_nitf.css"></link><p>VALENCIA, Spain, March  17, 2026  (GLOBE NEWSWIRE) -- iPronics, the leader in programmable silicon photonics (SiPh) for AI datacenter networking, today announced a major expansion of its global manufacturing capability through a deepened partnership with Fabrinet (NYSE:<a class="ticker" href="https://www.benzinga.com/quote/FN">FN</a>), a world-class, Tier 1 provider of advanced optical and electronic manufacturing services.</p>  <p>Following early wins for ONE‑32 with the company's first ten hyperscaler and AI‑cluster OEM customers, iPronics will ramp up production of SiPh‑based optical circuit switch (OCS) systems to meet demand for scalable, energy‑efficient interconnects in AI infrastructure.</p>  <p>iPronics is unveiling a dedicated manufacturing line for the packaging, assembly, testing, and qualification of its ONE Series SiPh OCS, enabling volume production from wafers to line cards that integrate into the customer's rack. The new line is expected to be fully operational in the second quarter of 2026, supporting the company's roadmap to serve hyperscaler, AI system integrator, and accelerator vendors.</p>  <p><strong>A Scalable Manufacturing Platform for AI-Era Networking</strong></p>  <p>As AI clusters grow toward hundreds of thousands of GPUs, traditional copper and electronic packet switching networks face hard limits in <strong>connectivity, latency, reliability, and power</strong>. Silicon photonics OCS — especially in scale-up architectures — has emerged as a critical enabler for more flexible and power efficient AI workloads.</p>  <p>iPronics' partnership with Fabrinet extends an established collaboration on optical sub‑assemblies and introduces:</p>  <ul type="disc"><li style="margin-top:0in; margin-bottom:8pt;"><strong>Tier 1 assembly of OCS modules and 1U rack systems: </strong>Including flip-chip photonic integrated circuit (PIC) bonding, semiconductor optical amplifier (SOA) integration, thermal/mechanical qualification, and system-level testing.</li><li style="margin-top:0in; margin-bottom:8pt;"><strong>A new production line dedicated to iPronics OCS: </strong>Enabling end-to-end manufacturing of iPronics ONE Series OCS systems.</li><li style="margin-top:0in; margin-bottom:8pt;"><strong>Mass production readiness for scale-up AI clusters: </strong>Designed to meet the volume, reliability, and cost requirements of global hyperscalers.</li></ul>  <p><strong>Volume Ramp: From Pilot to Mass Production</strong></p>  <p>The new manufacturing line enables iPronics to scale production rapidly to meet customer demand for SiPh OCS in training and inference AI clusters. Based on the company's roadmap and customer engagements, the line is designed to support:</p>  <ul type="disc"><li style="margin-top:0in; margin-bottom:8pt;">Volume production of SiPh OCS modules.</li><li style="margin-top:0in; margin-bottom:8pt;">Fully automated optical alignment, packaging, and test infrastructure.</li><li style="margin-top:0in; margin-bottom:8pt;">End-to-end quality and reliability processes aligned with hyperscaler requirements.</li></ul>  <p>This capacity supports iPronics' anticipated growth in demand for OCS units, driven by deployments in scale-up and scale-out networks, within a market projected to reach multibillion dollar size by 2030.</p>  <p>For more information, contact <a href="https://www.globenewswire.com/Tracker?data=ZZw_x0nJwhdxoBi0nNPBYtGndXb3DxSew7NsBzldAzuKtuKdUCh-xRf7KN9LkPmZ179VcPbagGxSCMhUkGCxkt_ogfl2S_Fc2D84k14bDa0=" rel="nofollow" target="_blank">press@ipronics.com</a></p>  <p><strong>Leadership Statements</strong></p>  <p><strong>Christian Dupont, CEO of iPronics</strong>, said:<br></br><em>"AI datacenters are scaling beyond the limits of copper and electronic switching, Silicon photonics OCS is a strategic element in the infrastructures. Our partnership with Fabrinet provides confidence in our ability to deliver the manufacturing robustness, reliability, and high-volume scalability that Tier 1 customers expect. With this new production line, iPronics becomes the first company to offer a mass manufacturable, reliable, solid-state OCS solution built on a standard silicon photonics process."</em></p>  <p><strong>About iPronics</strong></p>  <p>iPronics is a pioneer in the development of programmable photonic hardware for high-speed optical networks. Founded in 2019, iPronics is a spin-off of the iTEAM Photonic Research Laboratories of the Universitat Politècnica de València. Thanks to our patented photonic integration technology, we enable the design and deployment of ultra-fast, energy-efficient, and reconfigurable data infrastructures. Our solutions power next-generation artificial intelligence (AI), cloud computing, and high-performance computing ecosystems, providing unmatched flexibility, speed, and sustainability.</p>  <p>A photo accompanying this announcement is available at <a href="https://www.globenewswire.com/Tracker?data=trECEX2s1fn-5zo_vRY3NJlEnRWRbr1_Tc3zKeXniDzv-5FUzyDTe_L9r0BU0B3gBdvuEPfgxDfrtAiduYQg5vk1L__PM0ozKOMeEdmLmc6hK6CBvQ3HLDy81VVgsYWd34pn_0lAr7QPcxYX5001CUIexwv3EVe987aJ1gBUV-DbHkB7-hoMD7qosWSElcZeuJVnD3JMtRZzo1zthJMzgo9agyR4zslUeF79kZiGXX28iwlwFrz7BiQ28L_3gOYlO02FBje-6EzPQBhiPlCz5w==" rel="nofollow" target="_blank">https://www.globenewswire.com/NewsRoom/AttachmentNg/44c0546b-6b14-4e78-a7d0-bf64ef4f310b</a></p> <img alt="" class="__GNW8366DE3E__IMG" src="https://www.globenewswire.com/newsroom/ti?nf=MTAwMTE3MDQ1MyM0MDIzNTg5NzMjMjI5NzcxNA=="></img> <br></br><img alt="" src="https://ml-eu.globenewswire.com/media/NTNhMTM4NmUtZDM4Yy00MTkyLWI4NmYtYTg2YzViMzMzODNhLTEzMDkyNjQtMjAyNi0wMy0xNy1lbg==/tiny/iPronics.png" referrerpolicy="no-referrer-when-downgrade"></img><p><a href="https://www.globenewswire.com/NewsRoom/AttachmentNg/b6eb50ea-2ec2-4d7e-b4c5-59084ca3f623"><img src="https://ml-eu.globenewswire.com/media/b6eb50ea-2ec2-4d7e-b4c5-59084ca3f623/small/ipronics-logo-2025-01-png.png" border="0" width="150" height="51" alt="Primary Logo"></img></a></p>

Fabrinet (FN) is partnering with iPronics to enhance its manufacturing capabilities for silicon photonics optical circuit switches. This expansion, including a new production line, aims to meet surging demand from AI infrastructure clients, potentially driving revenue growth as the market evolves towards energy-efficient technologies.

iPronics Announces a SiPh Packaging and Assembly Manufacturing Line for Next Generation AI Optical Circuit Switches at Fabrinet

AI Summary

Sentiment Rationale

Trading Thesis

Market-Moving

Key Facts

Companies Mentioned

Corporate Developments

Related News