剑桥科技涨超4% 光模块成为AI算力突破焦点 公司多个新产品预计将于年内大批量发货

Core Viewpoint - Cambridge Technology (603083) shares have risen over 4%, currently trading at 79.15 HKD with a transaction volume of 288 million HKD, driven by market discussions surrounding Google TPU and NVIDIA GPU, highlighting the importance of optical modules in AI computing clusters [1] Industry Summary - The optical module industry is experiencing a "volume and price increase" development phase, as overseas cloud vendors have revised their capital expenditures upward, indicating sustained strong demand [1] - Optical modules are essential for overcoming communication bottlenecks in large-scale AI computing clusters, acting as the "information highway" within data centers [1] Company Summary - Cambridge Technology has successfully completed certification for multiple new products with various clients, expecting to achieve mass shipments by 2025 [1] - The company is advancing the development of several 800G LPO products, with positive testing results for the 800G DR8LPO product in client switches, and will continue to iterate on 800G and 1.6T LPO and LRO products [1] - Production and expansion of multiple products have been completed at both the Shanghai and Malaysia factories to meet client demands for 2025 [1]