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Cambridge Technology: Plans to further expand the annual production capacity of high-speed optical modules by at least 10 million units by the end of 2027
The Block
52m ago
Ai Focus
Cambridge Technology stated at its earnings briefing that as of the end of September 2026, high-speed optical module sales accounted for more than 50% of the company's total revenue, with 800G products comprising the majority of shipments. The company mentioned that there is currently strong demand for orders and high capacity utilization rates, and plans to further expand the annual production capacity of high-speed optical modules by at least 10 million units by the end of 2027.
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CBN News 2026-11-10 20:18:15

Editor: Gao Mingyan

Cambridge Technology recently stated at a performance briefing that as of the end of September 2026, the revenue from high-speed optical modules accounted for more than 50% of the company's total operating income, with 800G products comprising the majority of the shipments of high-speed optical modules.

The company continues to advance its capacity construction, enhancing its manufacturing, process management, and delivery assurance capabilities. As of early September 2026, the company has basically established a production capacity of about 1 million units per month, providing support for the growth in existing customer demand as well as the acquisition of new customers.

The company plans to expand the annual production capacity of high-speed optical module products by at least 10 million units by the end of 2027, based on the current production capacity, in order to meet customers' expected demand for 800G, 1.6T, and NPO products.

The company currently has a strong demand for high-speed optical modules, with the capacity utilization rate remaining high. Both production and delivery schedules are progressing steadily according to plan.

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