剑桥科技早盘涨近10% 据报谷歌追加光模块订单 将用于扩容TPU集群

Core Viewpoint - Cambridge Technology (603083) shares rose nearly 10% in early trading, currently up 8.37% at HKD 84.15, with a trading volume of HKD 293 million [1] Group 1: Company Developments - Cambridge Technology is reportedly completing certifications 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 [1] - Production and expansion of multiple products have been completed at both the Shanghai and Malaysia factories to meet client demands in 2025 [1] Group 2: Industry Context - Meta is in deep negotiations with Google to potentially adopt TPU on a large scale in its data centers starting in 2027, with a procurement scale that could reach several billion dollars [1] - Reports indicate that Google is increasing orders for leading optical module manufacturers, focusing on 800G/1.6T high-speed optical modules to support the expansion of new TPU clusters [1]