CIG(SH:603083) Xin Lang Cai Jing·2025-12-08 02:41Core Viewpoint - Cambridge Technology (06166) is experiencing a stock price increase driven by the growing demand for AI computing power, which is accelerating the global optical module industry towards upgrades to 800G/1.6T [2][5]. Group 1: Company Overview - Cambridge Technology focuses on the research, production, and sales of optical modules, with a leading position in high-end optical modules such as 800G and 1.6T [2][5]. - The company has achieved 100% material availability and shipment completion rates by obtaining multi-source certification for key materials like silicon optical chips and isolators [2][5]. Group 2: Industry Insights - The optical module industry is expected to maintain high prosperity due to the continuous growth in AI computing demand starting from 2025 [2][5]. - Silicon optical modules are gaining recognition from end customers due to their high integration, low energy consumption, and low cost, especially as EML solution raw materials face shortages [2][5]. - Companies that are the first to enter mass production of silicon optical modules are likely to enjoy high margins during the industry's acceleration phase and benefit from the consolidation of market share [2][5].