Changes in Hong Kong stocks | Cambridge Technology (06166) rose more than 6% The global optical module industry is accelerating to benefit from the 800G/1.6T upgrade industry, and demand for AI computing power continues to grow

The Zhitong Finance App learned that Cambridge Technology (06166) rose by more than 6%. As of press release, it had risen 5.68% to HK$86.5, with a turnover of HK$117 million.

According to the news, Guosheng Securities pointed out that the global optical module industry is upgrading to 800G/1.6T at an accelerated pace, driven by AI computing power demand. As a key passive component for protecting lasers in optical modules, optical isolators have become a “stuck neck” link limiting the expansion of optical module production capacity due to the shortage of global supply of Faraday rotators, the upstream core material. According to information, Cambridge Technology's core business focuses on the R&D, production and sales of optical modules, and it is leading the technology in high-end optical modules such as 800G and 1.6T. At the supply chain level, the company has completed multi-source certification for key materials such as silicon chips and isolators, which ensures that the material completion rate and delivery rate reach 100%.

Western Securities said that since 2025, the optical module industry has maintained a high boom, benefiting from continued growth in demand for AI computing power. On the one hand, silicon optical modules are gradually being recognized by end customers due to the advantages of high integration, low energy consumption, and low cost. On the other hand, due to the shortage of raw materials for EML solutions, silicon optical solutions have become a key production capacity supply supplement. The agency added that in terms of technology upgrades, the first companies to enter mass production of silicon optical modules are expected to enjoy high gross profit during the acceleration period of the industry and benefit from the consolidation and consolidation of industry share.