B · Normal
[Cambridge Technology responded: Rumors of order cuts are untrue. High-speed optical module orders are in strong demand and are ready for batch delivery] On November 9, Cambridge Technology executives stated at the 2026 third quarter performance briefing on November 9 that there is strong demand for high-speed optical module orders. The company has placed orders in advance for a number of key materials to lock in production capacity and prepare for large-volume delivery in 2027. Recently, there are rumors in the market that the data center business of large customers in North America is experiencing delays, and there are concerns about orders being cut. "Relevant rumors are inconsistent with the company's actual operating conditions. The company currently has strong demand for high-speed optical module orders, production capacity utilization continues to remain high, and the production and delivery rhythm are steadily advancing as planned." Cambridge Technology executives responded.
Futures Market Intelligence 🕐 2026-11-09 21:17

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