剑桥科技：1.6T光模块产品测试数据与行业头部企业水平基本相当 部分产品已进入小批量供货阶段

Core Viewpoint - Cambridge Technology (603083.SH) has announced that its 1.6T optical module products are performing at a level comparable to leading companies in the industry, with some products entering small batch supply phase and expected to achieve mass shipments by Q1 2026 [1] Group 1: Product Development - The development and mass production of the 1.6T optical module are based on the company's technological reserves and market demand [1] - The optical module products primarily utilize silicon photonics technology, with the 1.6T optical module employing advanced technology that matches the performance of industry leaders [1] Group 2: Customer Collaboration - The company is deeply binding core customers through the JDM model, ensuring supply chain stability [1] - There is strong demand for both 800G and 1.6T optical modules, and the company is advancing product validation with multiple new customers [1] Group 3: Capacity Expansion - The company is continuously expanding production capacity, with the Jiaxing and Malaysia factories gradually releasing capacity [1] - The construction of the production base in Mexico is also being promoted, with annual capacity targets to be adjusted and increased based on customer demand [1]