Cambridge Technology’s Hong Kong stock price rose as institutions expressed optimism that the demand for AI computing power would drive the upgrade of the optical communications industry.

On March 2nd, it was reported that,$CIG (06166.HK)$Surged over 8%, closing at HKD 72.45, with a trading volume of HKD 426 million.

In terms of market news, industry research firm LightCounting recently released a report revising upward its forecasts for shipments of 800G and 1.6T optical modules. Shipments of 800G optical modules are expected to more than double by 2026, while shipments of 1.6T optical modules will grow from a small base in 2025 to tens of millions of ports. A CITIC Securities research report pointed out that the explosive demand for AI computing power is driving upgrades in the optical communication industry. Continued expansion of capital expenditures by overseas cloud vendors underscores robust demand for AI infrastructure, leading to strong demand for high-speed optical modules.

HuaXin Securities previously noted in a research report that despite being impacted by foreign exchange losses in Q4 2025, the company’s annual performance is still expected to maintain an overall growth trend. With sufficient material reserves, technological iteration, increased production capacity, and expanded customer reach, performance is projected to continue growing. In 2026, the company expects 800G optical modules to remain the mainstay of shipments, with significant deliveries of 1.6T optical modules expected in the first quarter, showing an upward trajectory.

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Cambridge Technology’s Hong Kong stock price rose as institutions expressed optimism that the demand for AI computing power would drive the upgrade of the optical communications industry.

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