剑桥科技：公司下半年生产以800G光模块为主，明年则重点聚焦800G与1.6T光模块

Core Viewpoint - The company is actively expanding its production capacity for high-speed optical modules, focusing on 800G and 1.6T modules, while also investing in equipment from various suppliers and developing its own supporting devices [1] Group 1: Production Capacity and Equipment - The company will procure production equipment from both domestic and international suppliers for high-speed optical modules [1] - The production focus for the second half of the year is on 800G optical modules, with plans to shift to both 800G and 1.6T modules in the following year [1] - The company is accelerating expansion at both domestic and overseas production bases and has made arrangements for equipment and materials in advance [1] Group 2: Supplier Selection and Production Challenges - The company has established a strict review mechanism for supplier selection and will update the supplier list based on business development needs [1] - Equipment is a crucial support for capacity release, and the company is ensuring the smooth implementation of its expansion plans through continuous investment and debugging of equipment [1] - The actual achievement of production capacity may be influenced by factors such as equipment delivery schedules, debugging effectiveness, and market demand changes [1]