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On November 13, during its performance briefing, Cambridge Industries Group announced that the test results of its 1.6T optical module products are on par with those of top-tier industry players. Notably, some of these products have already entered the small-batch supply phase, with expectations for large-scale shipments to commence by the first quarter of 2026. Leveraging the JDM (Joint Design and Manufacturing) model, the company has successfully secured key customers. There is robust demand for both 800G and 1.6T optical modules. Meanwhile, Cambridge Industries Group is actively engaging in validation processes with new customers. Regarding production capabilities, the Jiashan and Malaysia factories are progressively increasing their output, and the construction of the Mexico base is currently underway.
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