Cambridge Technology has disclosed that, as of the end of September 2026, its high-speed optical module business accounted for more than 50% of total revenue, with 800G products making up the vast majority of high-speed optical module shipments. By early September 2026, the company had essentially established a designed production capacity of approximately 1 million high-speed optical modules per month, and it plans to further expand annual production capacity by at least 10 million units beyond existing capacity by the end of 2027. The new capacity will be distributed across Jiashan in China, Malaysia, Mexico, and the United States to meet customers' anticipated demand for 800G, 1.6T, and NPO products. The company currently has a sufficient order backlog and has placed advance orders to secure capacity for multiple key materials, preparing for large-scale deliveries in 2027.