Cambridge Technology: The test data for the company's 1.6T optical module products is basically on par with the leading companies in the industry. Some products have entered the small-scale supply stage.

date
13/11/2025
Cambridge Technology stated at the performance briefing that the test data of the company's 1.6T optical module products is basically comparable to the industry's leading enterprises. Currently, some products have entered the small batch supply stage, and it is expected that mass shipments can be achieved by the first quarter of 2026. The research and development and mass production progress of the 1.6T optical module of the company are arrangements based on its own technological reserves and market demand. The progress should be based on the announcements published by the company on designated information disclosure platforms. On the technological level, the company's optical module products are mainly based on silicon photonics technology. The 1.6T optical module adopts advanced technology, with performance comparable to industry mainstream levels, and has entered the small batch supply stage. In terms of customer cooperation, the company deep binds core customers through the JDM model, ensuring supply chain stability through cooperation. Demand for 800G and 1.6T optical modules is strong, while product verification is being carried out with multiple new customers. In terms of production capacity, the company is continuously expanding its production. The capacity of Jiaxing and Malaysia factories is gradually being released, and the construction of production capacity at the Mexico production base is being promoted. The annual production capacity target will be adjusted and increased according to customer demand in the future.