TODAY'S MARKET INTELLIGENCE
Cambridge Notes:
English summary
Q2 1.6T shipments were about 30,000 units, and 800G over 500,000 units. In Q2, small volumes of 800G were delivered to Meta; Meta 1.6T tests went well. 3.2T NPO is in cooperation with Cisco. 800G price for Meta is slightly below Cisco's. For 1.6T capacity ramp in 2H, the pace of overseas plants is key.
The English text is machine translated and may require verification against the Chinese version.
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