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二连板剑桥科技:公司目前不生产含CPO技术的芯片 LPO业务收入占比极小

Core Viewpoint - Cambridge Technology (603083) clarifies its current status regarding CPO and LPO technologies, indicating that it does not produce chips containing CPO technology and that LPO's contribution to revenue is minimal [1] Group 1: CPO Technology - The company does not currently manufacture chips that utilize CPO technology [1] - Core components related to CPO, such as the optical engine and external light source (ELSFP), are still in the stages of collaborative research and design [1] - No business revenue has been generated from CPO-related activities as of now [1] Group 2: LPO Business - The LPO business has sent samples for testing to several major North American clients [1] - Cumulative orders and shipment amounts for LPO in the first half of 2025 are projected to account for only about 0.03% of the company's revenue during the same period [1] - The contribution of LPO to the company's current performance is extremely limited [1]