Kopin Partners with Fabric.AI to Develop MicroLED Technology
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 6 days ago
0mins
Should l Buy KOPN?
Kopin (KOPN) announced a strategic collaboration with Fabric.AI (SBLX) to develop MicroLED-based optical interconnect technology that will be designed to replace traditional copper wiring between GPUs and high-performance processors for smart data centers. Fabric.AI has placed a $15M purchase order with Kopin to fund the demonstration chipset.
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Analyst Views on KOPN
Wall Street analysts forecast KOPN stock price to rise
4 Analyst Rating
4 Buy
0 Hold
0 Sell
Strong Buy
Current: 4.300
Low
3.00
Averages
4.44
High
6.00
Current: 4.300
Low
3.00
Averages
4.44
High
6.00
About KOPN
Kopin Corporation is a developer and provider of application-specific optical solutions consisting of high-resolution micro-displays and optics, subassemblies, and headsets. Its portfolio consists of four types of miniature active-matrix liquid crystal displays (AMLCDs), liquid crystal on silicon (LCOS) displays, organic light-emitting diode (OLED) displays, and emerging micro-light-emitting diode (MicroLED) displays, in addition to optics, electronics, and housing for subsystems, such as Application Specific Optical Solutions (ASOS). Its AMLCDs, branded as CyberDisplay products, utilize a proprietary process involving the transfer of integrated circuits from silicon wafers to glass. The Company’s products are used for defense applications (thermal weapon rifle sights, fixed and rotary wing pilot helmets, and training and simulation headsets); industrial and medical headsets, and three-dimensional (3D) optical inspection systems.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Kopin Corporation Announces Q1 2026 Earnings Release Date
- Earnings Release Schedule: Kopin Corporation plans to release its unaudited financial results for Q1 2026 before market open on May 12, 2026, demonstrating the company's commitment to transparency and investor communication.
- Investor Conference Call: Management will host a conference call at 8:30 AM Eastern Time on the same day to discuss the financial results and engage in Q&A, aiming to enhance interaction and trust with investors.
- Subsequent Filing: The company expects to file its Form 10-Q in the days following the earnings release, indicating its compliance and commitment to investor information disclosure.
- Replay Service Available: A telephonic replay of the conference call will be available until May 19, 2026, ensuring that investors who cannot participate live can access key information, further enhancing information accessibility.
See More
Fabric.AI Transitions to New Ticker and Focuses on AI Infrastructure
- Ticker Change: Fabric.AI officially begins trading under the new ticker symbol 'FABC' on Nasdaq as of April 29, 2026, marking a successful transformation from StableX Technologies and a strategic shift towards building foundational infrastructure for AI systems, which is expected to enhance market visibility and attract more investor interest.
- Strategic Partnership: The company has formed a strategic alliance with Kopin Corporation to develop MicroLED-based optical interconnects, aimed at dramatically increasing data transfer speeds and energy efficiency within AI data centers, representing a significant product initiative that opens up a market opportunity exceeding $100 billion, thereby positioning Fabric.AI as a leader in AI infrastructure.
- Focus on Technology Development: Fabric.AI is reallocating capital to accelerate the development of its core semiconductor technologies, particularly MicroLED optical interconnects and other critical system solutions, which are designed to address bottlenecks in AI data centers, thus enhancing overall operational efficiency and competitive positioning in the market.
- Market Positioning and Vision: CEO Josh Silverman emphasized that this change is not just a rebranding but a commitment to becoming a foundational layer in the AI economy, with Fabric.AI aiming to enable efficient scaling of AI systems, further solidifying its position in the rapidly evolving AI market.
See More
Kopin Secures $15M Order with Fabric.AI for Neural I/o™ Development
- Strategic Partnership: Kopin has secured a $15 million initial development order with Fabric.AI to jointly develop MicroLED-based optical interconnect technology, aimed at replacing traditional copper wiring, significantly reducing energy consumption and enhancing performance in data centers.
- Technological Innovation: The newly developed Neural I/o™ technology leverages Kopin's MicroLED and bi-directional NeuralDisplay™ architecture, enabling ultra-high-speed data transmission at significantly lower power consumption, which is expected to fundamentally reshape the AI hardware ecosystem.
- Market Potential: Kopin's deep expertise in MicroLED display technology positions it strategically in the rapidly growing AI infrastructure market, which is anticipated to provide substantial long-term growth opportunities for the company.
- Management Outlook: Kopin's CEO Michael Murray stated that this collaboration will overcome current interconnect bottlenecks and facilitate efficient GPU communication, aligning with the market's urgent demand for AI acceleration, indicating the company's future growth potential.
See More
Fabric.AI Launches New Semiconductor Technologies for AI Infrastructure
- Technological Innovation: Fabric.AI's Neural I/o™ chip, leveraging Kopin's programmable MicroLED technology, replaces traditional electrical interconnects to achieve ultra-high bandwidth and low-latency data transmission, significantly enhancing AI computing efficiency and positioning the company to lead in the $138 billion interconnect market.
- Strategic Collaboration: The partnership with Kopin Corporation will jointly develop next-generation optical communication systems, with Kopin acquiring a 19.9% stake in Fabric.AI, which not only accelerates technological innovation but also strengthens both companies' competitive edge in AI infrastructure.
- Financing Plan: Fabric.AI plans to raise $21.5 million through a private placement of 21,500 shares of its new Series K convertible preferred stock, with an initial conversion price of $2.51 per share, aimed at accelerating the development of core technologies and solidifying its position in AI infrastructure.
- Corporate Restructuring: Fabric.AI officially changes its name to Fabric.AI, Inc. and will change its stock symbol to FABC, reflecting the company's strategic shift from a digital asset strategy to a focus on AI infrastructure, aiming to capture significant growth opportunities in the AI market.
See More
Kopin Enters FPV Drone Market with $3.2M Order
- Market Entry: Kopin announced a $3.2 million initial order, marking its entry into the rapidly growing FPV drone market, with potential deliveries of up to 40,000 FPV goggles by 2028, indicating strong market potential.
- Technological Innovation: The newly launched Sentinel FPV technology enables dual situational awareness, allowing users to view both the drone feed and surroundings, enhancing the product's defense value and meeting increasing security demands.
- Production Expansion: The company is ramping up production and seeking additional partnerships, indicating a positive outlook for future growth that could further enhance its market share.
- Stock Price Reaction: Kopin's stock rose approximately 6.67% to $3.04 in premarket trading, reflecting the market's positive response to its new order and strategic direction.
See More
Kopin Secures $3.2 Million Order for FPV Goggles
- Market Entry Opportunity: Kopin has secured a $3.2 million initial order to support a partner's next-generation first-person view (FPV) goggle system, with potential delivery of up to 40,000 goggles by the end of 2028, marking Kopin's formal entry into the rapidly expanding FPV drone market, which is experiencing significant demand for advanced vision systems.
- Technological Innovation Breakthrough: The Sentinel FPV™ technology from Kopin features Dual Situational Awareness (Dual SA), allowing operators in hostile environments to view high-definition drone imagery while maintaining awareness of their surroundings, significantly enhancing survivability and mission effectiveness while reducing the need for pilot overwatch, thus providing a tactical advantage.
- Enhanced User Experience: Early field trials have confirmed exceptional user comfort, system versatility, and strong demand for the unique Dual SA capability of the Sentinel FPV™ goggles, which has led to increased market recognition and appreciation for this innovative technology.
- Strategic Partnership Expansion: Kopin is rapidly expanding its FPV production capacity and actively seeking partnerships with other drone companies to integrate its unique technologies into their platforms, enhancing mission execution, reducing operator risk, and supporting more informed decision-making in dynamic battlefield scenarios.
See More
Kopin Corporation Announces Q1 2026 Earnings Release Date
- Earnings Release Schedule: Kopin Corporation plans to release its unaudited financial results for Q1 2026 before market open on May 12, 2026, demonstrating the company's commitment to transparency and investor communication.
- Investor Conference Call: Management will host a conference call at 8:30 AM Eastern Time on the same day to discuss the financial results and engage in Q&A, aiming to enhance interaction and trust with investors.
- Subsequent Filing: The company expects to file its Form 10-Q in the days following the earnings release, indicating its compliance and commitment to investor information disclosure.
- Replay Service Available: A telephonic replay of the conference call will be available until May 19, 2026, ensuring that investors who cannot participate live can access key information, further enhancing information accessibility.
See More
Fabric.AI Transitions to New Ticker and Focuses on AI Infrastructure
- Ticker Change: Fabric.AI officially begins trading under the new ticker symbol 'FABC' on Nasdaq as of April 29, 2026, marking a successful transformation from StableX Technologies and a strategic shift towards building foundational infrastructure for AI systems, which is expected to enhance market visibility and attract more investor interest.
- Strategic Partnership: The company has formed a strategic alliance with Kopin Corporation to develop MicroLED-based optical interconnects, aimed at dramatically increasing data transfer speeds and energy efficiency within AI data centers, representing a significant product initiative that opens up a market opportunity exceeding $100 billion, thereby positioning Fabric.AI as a leader in AI infrastructure.
- Focus on Technology Development: Fabric.AI is reallocating capital to accelerate the development of its core semiconductor technologies, particularly MicroLED optical interconnects and other critical system solutions, which are designed to address bottlenecks in AI data centers, thus enhancing overall operational efficiency and competitive positioning in the market.
- Market Positioning and Vision: CEO Josh Silverman emphasized that this change is not just a rebranding but a commitment to becoming a foundational layer in the AI economy, with Fabric.AI aiming to enable efficient scaling of AI systems, further solidifying its position in the rapidly evolving AI market.
See More
Kopin Secures $15M Order with Fabric.AI for Neural I/o™ Development
- Strategic Partnership: Kopin has secured a $15 million initial development order with Fabric.AI to jointly develop MicroLED-based optical interconnect technology, aimed at replacing traditional copper wiring, significantly reducing energy consumption and enhancing performance in data centers.
- Technological Innovation: The newly developed Neural I/o™ technology leverages Kopin's MicroLED and bi-directional NeuralDisplay™ architecture, enabling ultra-high-speed data transmission at significantly lower power consumption, which is expected to fundamentally reshape the AI hardware ecosystem.
- Market Potential: Kopin's deep expertise in MicroLED display technology positions it strategically in the rapidly growing AI infrastructure market, which is anticipated to provide substantial long-term growth opportunities for the company.
- Management Outlook: Kopin's CEO Michael Murray stated that this collaboration will overcome current interconnect bottlenecks and facilitate efficient GPU communication, aligning with the market's urgent demand for AI acceleration, indicating the company's future growth potential.
See More
Fabric.AI Launches New Semiconductor Technologies for AI Infrastructure
- Technological Innovation: Fabric.AI's Neural I/o™ chip, leveraging Kopin's programmable MicroLED technology, replaces traditional electrical interconnects to achieve ultra-high bandwidth and low-latency data transmission, significantly enhancing AI computing efficiency and positioning the company to lead in the $138 billion interconnect market.
- Strategic Collaboration: The partnership with Kopin Corporation will jointly develop next-generation optical communication systems, with Kopin acquiring a 19.9% stake in Fabric.AI, which not only accelerates technological innovation but also strengthens both companies' competitive edge in AI infrastructure.
- Financing Plan: Fabric.AI plans to raise $21.5 million through a private placement of 21,500 shares of its new Series K convertible preferred stock, with an initial conversion price of $2.51 per share, aimed at accelerating the development of core technologies and solidifying its position in AI infrastructure.
- Corporate Restructuring: Fabric.AI officially changes its name to Fabric.AI, Inc. and will change its stock symbol to FABC, reflecting the company's strategic shift from a digital asset strategy to a focus on AI infrastructure, aiming to capture significant growth opportunities in the AI market.
See More
Kopin Enters FPV Drone Market with $3.2M Order
- Market Entry: Kopin announced a $3.2 million initial order, marking its entry into the rapidly growing FPV drone market, with potential deliveries of up to 40,000 FPV goggles by 2028, indicating strong market potential.
- Technological Innovation: The newly launched Sentinel FPV technology enables dual situational awareness, allowing users to view both the drone feed and surroundings, enhancing the product's defense value and meeting increasing security demands.
- Production Expansion: The company is ramping up production and seeking additional partnerships, indicating a positive outlook for future growth that could further enhance its market share.
- Stock Price Reaction: Kopin's stock rose approximately 6.67% to $3.04 in premarket trading, reflecting the market's positive response to its new order and strategic direction.
See More
Kopin Secures $3.2 Million Order for FPV Goggles
- Market Entry Opportunity: Kopin has secured a $3.2 million initial order to support a partner's next-generation first-person view (FPV) goggle system, with potential delivery of up to 40,000 goggles by the end of 2028, marking Kopin's formal entry into the rapidly expanding FPV drone market, which is experiencing significant demand for advanced vision systems.
- Technological Innovation Breakthrough: The Sentinel FPV™ technology from Kopin features Dual Situational Awareness (Dual SA), allowing operators in hostile environments to view high-definition drone imagery while maintaining awareness of their surroundings, significantly enhancing survivability and mission effectiveness while reducing the need for pilot overwatch, thus providing a tactical advantage.
- Enhanced User Experience: Early field trials have confirmed exceptional user comfort, system versatility, and strong demand for the unique Dual SA capability of the Sentinel FPV™ goggles, which has led to increased market recognition and appreciation for this innovative technology.
- Strategic Partnership Expansion: Kopin is rapidly expanding its FPV production capacity and actively seeking partnerships with other drone companies to integrate its unique technologies into their platforms, enhancing mission execution, reducing operator risk, and supporting more informed decision-making in dynamic battlefield scenarios.
See More
