Supply-chain overlap

direct ties · both sidesSources

direct ties · both sides

Only FN 7

CSCOCisco Systemscustomer

NVDANVIDIAcustomer

NOKNokiacustomer

AMZNAmazon.comcustomer

Shared 0

No shared counterparties.

Only CIEN 3

TAT&Tcustomer

SWKSSkyworks Solutionssupplier

—Syndiounlistedsupplier

Role chip = supplier or customer—= no ticker (unlisted)Source: SEC EDGAR

FNFabrinet

356.13+13.17%

Mkt cap$11.3BRevenue$1.5BQ1 FY27Revenue$4.6BFY26

CIENCiena Corp

301.17+5.92%

Regular sessionNov 3 '26

Mkt cap$40.3BRevenue$1.7BQ3 FY26Revenue$4.8BFY25

vs

Compare

Regular sessionNov 3 '26

FNFabrinet

vs

CIENCiena Corp

356.13+13.17%

Price

301.17+5.92%

$11.3B

Mkt cap

$40.3B

Q1 FY27$1.5B

Revenue

$1.7BQ3 FY26

FY26$4.6B

Revenue

$4.8BFY25

FN compared with CIEN: revenue, margins and what each company keeps, and the suppliers and customers both name