[Cambridge Technology: Plans to expand the annual production capacity of high-speed optical module products by at least 10 million units by the end of 2027] On November 10th, Cambridge Technology (603083.SH) released an investor relations activity record announcement. As of the end of September 2026, the company's high-speed optical module business revenue accounted for more than 50% of operating revenue, of which 800G products accounted for the vast majority of high-speed optical module shipments. In terms of production capacity, as of early September 2026, the company has basically formed a monthly designed production capacity of approximately 1 million pieces. The company plans to expand the annual production capacity of high-speed optical module products by at least 10 million pieces based on the existing production capacity by the end of 2027, and allocate the new production capacity to Jiashan, China, Malaysia, Mexico and the United States to meet customers' expected demand for 800G, 1.6T and NPO products. At present, the company has sufficient orders on hand and has placed orders in advance for a number of key materials to lock in production capacity and prepare for large-volume delivery in 2027.