CIG(SH:603083) Zhi Tong Cai Jing·2025-12-08 02:35Group 1 - Cambridge Technology (06166) saw a stock increase of over 6%, currently trading at 86.5 HKD with a transaction volume of 117 million HKD [1] - Driven by the demand for AI computing power, the global optical module industry is accelerating its upgrade to 800G/1.6T [1] - Optical isolators, as key passive components protecting lasers in optical modules, are facing supply shortages of core materials, particularly Faraday rotators, which is constraining production capacity [1] Group 2 - Cambridge Technology focuses on the research, production, and sales of optical modules, leading in high-end optical modules such as 800G and 1.6T [1] - The company has achieved multi-source certification for key materials like silicon photonic chips and isolators, ensuring a 100% material availability and shipment completion rate [1] - Since 2025, the optical module industry is expected to maintain high prosperity due to the continuous growth in AI computing demand, with silicon photonic modules gaining recognition for their high integration, low energy consumption, and low cost [1] Group 3 - Companies that are the first to enter large-scale production of silicon photonic modules are likely to enjoy high margins during the industry's acceleration phase and benefit from market share consolidation [1]