During the third-quarter earnings briefing held on November 9, Cambridge Technology executives stated that demand for high-speed optical modules remains robust. The company has proactively placed orders to secure production capacity for multiple key materials, positioning itself for large-scale deliveries in 2027. Its supply chain coordination capabilities—spanning key materials, core components, production equipment, and the global manufacturing system—are increasingly becoming a significant competitive advantage for the company. In response to market rumors that a major North American customer's data center business has been delayed and orders may be reduced, executives countered that such rumors are inconsistent with the company's actual business situation. Order demand is currently strong, capacity utilization remains at a high level, and production and delivery are proceeding steadily as planned.