Cambridge Industries Group（剑桥科技）, or CIG, reaffirmed plans to add at least 10 million units of annual high-speed optical module capacity by the end of 2027. The expanded capacity will be allocated across production sites in China, Malaysia, Mexico and the United States.
At its third-quarter earnings briefing on November 9, the company said it had placed advance orders for key components to support planned deliveries in 2027. Its expansion plan is intended to meet expected customer demand for 800G, 1.6T and near-packaged optics products.
CIG previously set out the capacity plan in an October announcement. The Chinese production site is in Jiashan, while the overseas allocation will follow the company’s business plans and may be adjusted according to customer demand and market conditions.
Optical modules transmit data within and between computing networks. As customers expand data-centre infrastructure, CIG is increasing production capacity while coordinating supplies of components such as optical chips and lasers.
The company’s next priorities include installing equipment, expanding facilities and securing component supply. The 10 million units represent planned additional annual capacity, with the contribution from each location to be determined as the expansion proceeds.
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