StableX Technologies, Inc.

SBLX

$2.72

-6.53%

N/A-$0.19

Consumo Cíclico

Automóviles - Piezas

NASDAQ

Inactivo

StableX Technologies, Inc. diseña, fabrica y vende vehículos eléctricos para movilidad en campus cerrados, transporte urbano y comunitario, entrega local bajo demanda ...

Cadena de suministro de SBLX

Aguas arriba

Fundiciones, empaquetado, memoria, obleas, componentes y proveedores de insumos.

Aguas arriba

MICLEDI Microdisplays

Imec (Interuniversity Microelectronics Centre)

Various wafer/substrate/chemical suppliers to Kopin

Kopin Corporation

NASDAQ:KOPN

Exclusive manufacturer and co-developer of Neural I/o MicroLED optical interconnect chipsets. Holds 19.9% equity stake in Fabric.AI. Fabric.AI placed a $15M development purchase order for the demonstration chipset. Kopin provides MicroLED materials expertise, process development, and manufacturing at its Westborough, MA facility.

GlobalFoundries Inc.

NASDAQ:GFS

Potential foundry partner for Kopin/MICLEDI MicroLED wafer manufacturing. MICLEDI (Kopin's microLED partner) had previously transferred its microLED manufacturing process to GlobalFoundries' CMOS fab. Could serve as wafer fabrication node for Neural I/o chip components.

MICLEDI Microdisplays

Kopin's former microLED display development partner (strategic agreement signed Jan 2024 for co-development of microLED microdisplays). Declared bankruptcy in April 2026. Previously collaborated with GlobalFoundries for manufacturing. Relevance to Neural I/o program is uncertain post-bankruptcy.

Imec (Interuniversity Microelectronics Centre)

Belgian R&D center and nanotechnology research hub. MICLEDI was spun out of Imec in 2019. Underlying IP and technology base for microLED development used by Kopin's ecosystem.

Various wafer/substrate/chemical suppliers to Kopin

Kopin operates full-scale U.S. OLED and microLED manufacturing in Westborough, MA. Requires GaN-on-Si epi-wafers, specialty chemicals, precision optics, and packaging substrates. Specific vendors not publicly named.

Aguas abajo

Clientes, distribuidores, OEM y canales que absorben la producción.

Aguas abajo

Undisclosed Leading Chipmaker A (under NDA)

Undisclosed Leading Chipmaker B (under NDA)

Hyperscale AI Data Center Operators (target market)

Kopin Corporation

Undisclosed Leading Chipmaker A (under NDA)

Signed non-disclosure agreement to explore potential applications and integration of Neural I/o MicroLED interconnect technology in next-generation AI systems.

Undisclosed Leading Chipmaker B (under NDA)

Signed non-disclosure agreement to explore potential applications and integration of Neural I/o MicroLED interconnect technology in next-generation AI systems.

Hyperscale AI Data Center Operators (target market)

Target end customers. Neural I/o chips designed for GPU-to-GPU optical interconnects in AI factories/data centers. No confirmed commercial agreements. Addressable market includes hyperscalers (e.g., AWS, Azure, GCP, Meta, Oracle).

Kopin Corporation

NASDAQ:KOPN

Dual role: upstream as exclusive manufacturer AND downstream as co-developer/licensor. Kopin owns 19.9% of Fabric.AI and will receive licensing/production revenue from Neural I/o chipset sales. Kopin's CEO leads the joint program.

Comparables

Empresas cotizadas comparables y valores de seguimiento usados como representantes del análisis.

Comparables

Kopin Corporation

GlobalFoundries Inc.

Lumentum Holdings Inc.

Coherent Corp.

Kopin Corporation

NASDAQ:KOPN

Fabric.AI's exclusive manufacturing partner, 19.9% equity stakeholder, and co-developer of Neural I/o. Kopin's performance, manufacturing capacity, and military/defense microLED expertise directly determine Fabric.AI's ability to deliver. Kopin is publicly traded with far more revenue and operational history.

GlobalFoundries Inc.

NASDAQ:GFS

Potential foundry partner for microLED wafer production in Kopin's supply chain. As a leading global semiconductor foundry, GFS is a bellwether for the advanced wafer manufacturing capacity that Neural I/o would ultimately depend on for scaling.

Lumentum Holdings Inc.

NASDAQ:LITE

Publicly traded company in the optical interconnect / photonics space. Lumentum produces photonic components for data center interconnects and serves as a comparable for the market Fabric.AI is targeting with its MicroLED optical solution.

Coherent Corp.

NYSE:COHR

Major player in optical communications components and photonics for AI data centers. Serves as a large-cap comparable for the data center optical interconnect market Fabric.AI aims to address.

Geografía

Exposiciones regionales que pueden distorsionar la red de suministro.

Geografía

United States

Belgium / Europe

Global

Kopin Corporation

Imec / MICLEDI (bankrupt)

GlobalFoundries (GFS)

United States

Manufacturing Concentration

Kopin CorporationNASDAQ:KOPNExclusive manufacturer headquartered in Westborough, MA. All Neural I/o production dependent on single US facility.

Belgium / Europe

IP & R&D Dependency

Imec / MICLEDI (bankrupt)Fundamental microLED IP originated from Imec (Belgium). MICLEDI (Imec spinout) bankruptcy creates uncertainty around continued microLED IP access for Kopin/Fabric.AI.

Global

Wafer Foundry Dependency

GlobalFoundries (GFS)NASDAQ:GFSPotential foundry partner for MICLEDI-sourced microLED manufacturing flow. GFS operates fabs in US, Germany, Singapore, creating geopolitically diversified but complex supply chain.

Concentración

Exposiciones de concentración de clientes, proveedores o socios que pueden distorsionar la red de suministro.

Foundry

Critical

Fabric.AI is 100% reliant on Kopin Corporation as the exclusive manufacturer of its sole product (Neural I/o). No alternate manufacturing source identified. Kopin holds 19.9% equity, creating potential conflicts of interest.

Customer

Critical

Zero current customers and zero revenue. Company is entirely pre-revenue with product demonstration not expected until late 2026. Two NDAs signed but no commercial agreements. Cash runway (~$30M) limited for a fabless semiconductor company.

Memory

Low

Not applicable (company does not produce memory products).

Equipment

High

MicroLED manufacturing equipment dependency sits entirely with Kopin. Kopin's Westborough facility uses specialized MOCVD, lithography, and wafer processing tools. Any equipment disruption at Kopin halts the entire program.

Other

High

MICLEDI Microdisplays (Kopin's microLED partner) declared bankruptcy in April 2026, potentially disrupting the microLED IP and supply chain pipeline that Kopin relies upon for advanced development.

Composición de ingresos

Cómo la composición de ingresos se traduce en apalancamiento y dependencia en la cadena de suministro.

Neural I/o MicroLED Optical Interconnect Chips (current focus)

100.0%

$0.0B

Pre-revenue / developmental stage. End-product is a fabless semiconductor chipset. No commercial sales yet; demonstration platform targeted by late 2026. Entire upstream supply chain is oriented toward Kopin-led R&D and manufacturing.

Legacy: EV Product Sales (AYRO era, discontinued)

67.7%

$0.0B

Historical only. Former supply chain for compact EVs (batteries, motors, chassis, body panels from Club Car/Karma) has been fully wound down.

Legacy: Service Revenue (AYRO era, discontinued)

30.6%

$0.0B

Historical only. Service and maintenance for EV fleet customers.

Legacy: Shipping & Handling (AYRO era, discontinued)

1.7%

$0.0B

Historical only. No longer relevant.

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