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剑桥科技(603083.SH):目前不生产含CPO技术的芯片

Core Insights - Cambridge Technology (603083.SH) clarifies that it currently does not produce chips containing CPO (Co-Packaged Optics) technology, and that the core components related to CPO are still in the collaborative research and design phase, with no business revenue generated yet [1] - The LPO (Linear Drive Optical) business has sent samples for testing to several major North American clients, but the cumulative order and shipment amount for the first half of 2025 accounts for only about 0.03% of the company's revenue during the same period, indicating minimal contribution to current performance [1] - The company advises investors to rationally assess the progress in emerging technology fields and not to overinterpret the impact of these related businesses on short-term performance, highlighting the uncertainty risks associated with business implementation [1]