Changes in Hong Kong stocks | Cambridge Technology (06166) once rose by more than 9%, 800G product shipments and expected 1.6T mass production in the second half of this year

The Zhitong Finance App learned that Cambridge Technology (06166) once rose more than 9%, and the stock surged by more than 24% yesterday. As of press release, it rose 5.07% to HK$126.3, with a turnover of HK$1,025 million.

According to the news, Cambridge Technology announced on September 7 that an investor relations event was held on September 4. Chairman Huang Gang revealed that in terms of product development and planning, the 800G pluggable module has been certified by many major customers and shipped in batches. The 1.6T is expected to be mass-produced in the second half of this year, and the 3.2T product is progressing according to the plan. Furthermore, the current 800G unit price range is 300 to 380 US dollars, with an average of about 350 US dollars. The annual price drop is not expected to be significant in the future.

Goldman Sachs drastically raised industry forecasts in its latest global optical module report. The global optical module market is expected to reach approximately US$67.7 billion, US$131.4 billion and US$148.5 billion from 2026 to 2028, respectively, up 33%, 81%, and 115% from the previous forecast. Goldman Sachs believes that this round of upgrades is not simply due to an increase in the number of AI servers; more importantly, the AI server architecture continues to migrate to high-speed networks. Coupled with the increase in the number of optical modules required for a single GPU or ASIC chip, it is driving the rapid expansion of demand for 800G, 1.6T, and even 3.2T.