CPO相关核心部件光引擎

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2连板剑桥科技:公司目前不生产含CPO技术的芯片
Xin Lang Cai Jing· 2025-09-12 09:11
Core Viewpoint - Cambridge Technology announced on September 12 that its A-share stock price had deviated by a cumulative increase of 20% over three consecutive trading days, indicating abnormal trading activity [1] Group 1: Company Operations - The company confirmed that there have been no significant changes in its daily operations [1] - The market environment and industry policies affecting the company have not undergone major adjustments [1] - The production costs and sales of various products have not experienced substantial fluctuations, and internal operational order remains normal [1] Group 2: Product Development - The company does not currently produce chips containing CPO technology, and the core components related to CPO, such as the optical engine and external light source (ELSFP), are still in the stages of collaborative research and design, with no business revenue generated yet [1] - The LPO business has sent samples for testing to several major North American clients, but the cumulative order and shipment amount for the first half of 2025 is only about 0.03% of the revenue for the same period, contributing minimally to the company's current performance [1]
剑桥科技:公司目前不生产含CPO技术的芯片
Xin Lang Cai Jing· 2025-08-27 10:04
Core Viewpoint - The company is currently not producing chips with CPO technology, and its related core components are still in the research and design stages, resulting in no business revenue generated so far [1] Group 1: CPO Technology and Business Impact - The core components related to CPO technology, namely the optical engine and external light source (ELSFP), are in collaborative development and design phases, with no revenue impact yet [1] - The LPO business has sent samples for testing to several major North American clients, but the cumulative orders and shipment amounts for the first half of 2025 will only account for approximately 0.03% of the company's revenue during the same period, indicating minimal contribution to current performance [1] - Investors are advised to view the company's progress in emerging technology fields with rationality and not to overinterpret the short-term impact of these businesses on performance, highlighting the uncertainty risks associated with business implementation [1] Group 2: Shareholder Activity - On August 27, the company's controlling shareholder, Cambridge Industries Company Limited, reduced its holdings by selling 1.8 million shares through a block trade [1]