Cambridge Technology issued an investor relations activity record notice. As of the end of September 2026, the company's high-speed optical module business revenue accounted for more than 50% of revenue, of which 800G products accounted for the vast majority of high-speed optical module shipments. In terms of production capacity, as of the beginning of September 2026, the company has basically formed a monthly design production capacity of about 1 million units. By the end of 2027, the company plans to expand the annual production capacity of high-speed optical module products by at least 10 million units on the basis of existing production capacity, and distribute the additional production capacity to Jiashan, Malaysia, Mexico and the United States of America to meet customer expectations for 800G, 1.6T and NPO products. Currently, the company has sufficient orders in hand, and has placed early orders for a number of key materials to lock in production capacity, preparing for mass delivery in 2027.

Zhitongcaijing · 2d ago
Cambridge Technology issued an investor relations activity record notice. As of the end of September 2026, the company's high-speed optical module business revenue accounted for more than 50% of revenue, of which 800G products accounted for the vast majority of high-speed optical module shipments. In terms of production capacity, as of the beginning of September 2026, the company has basically formed a monthly design production capacity of about 1 million units. By the end of 2027, the company plans to expand the annual production capacity of high-speed optical module products by at least 10 million units on the basis of existing production capacity, and distribute the additional production capacity to Jiashan, Malaysia, Mexico and the United States of America to meet customer expectations for 800G, 1.6T and NPO products. Currently, the company has sufficient orders in hand, and has placed early orders for a number of key materials to lock in production capacity, preparing for mass delivery in 2027.