剑桥科技(603083.SH):完成部分CPO核心技术的样品开发并推进客户验证
CIGCIG(SH:603083) Ge Long Hui·2025-09-29 08:11

Core Viewpoint - CPO technology is seen as a key technological path to break through the bottlenecks of speed and power consumption in the optical communication field, but its commercialization process remains uncertain [1] Company Summary - The company has laid out preliminary research and development related to CPO technology and has completed the development of some core technology samples while advancing customer validation [1] - There is uncertainty regarding the cycle from prototype to commercial deployment of CPO technology, which also significantly impacts the supply chain division and landscape [1]