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On February 13th, addressing the swirling online rumors that claimed "Cambridge Technology's optical modules have encountered delays because its largest customer, Cisco, has postponed the supply of optical chips, leading to the company's performance falling short of expectations," Cambridge Technology issued a response on an interactive platform. The company emphasized that such information does not accurately reflect its actual operational status. While it is true that the company's product deliveries in the fourth quarter of 2025 have been influenced by the availability of upstream materials, Cambridge Technology is currently engaged in active communication and coordination with its customers. This proactive approach aims to ensure that product deliveries align closely with customer requirements and expectations.
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