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]

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]