Recently, Guoke OptiCore announced the completion of a B+round financing of hundreds of millions of RMB. This round of financing is led by Sichuan Sci Tech Innovation Investment Group, followed by Hangzhou Kaitai Capital, SDSTI and other institutions, fully demonstrating the high recognition of the capital market for the silicon optical chip track and Guoke OptiCore core technology value.

The funds raised in this round will be mainly used for the development of new products such as next-generation single wave 400Gbps silicon optical chips, 1.6T/3.2T silicon optical detector chips, 3.2T/6.4T NPO/CPO, OIO chips, as well as investment in the expansion of the subsidiary (sub brand: Stellar Photonics) and the construction plan of overseas delivery centers, laying a solid foundation for the company's large-scale growth in the AI computing power optical interconnect wave.

AI driven intergenerational transition of optical interconnection, silicon light enters golden development period

Currently, generative AI represented by large models is driving the global computing infrastructure into a period of large-scale expansion. AI clusters have put forward unprecedented bandwidth and power requirements for high-speed interconnection across chips, nodes, and cabinets. Optical modules are rapidly evolving from 800G to 1.6T and even 3.2T generations, and traditional discrete optical device solutions are approaching physical limits in terms of integration, power consumption, cost, and mass production consistency.

The new generation of silicon optical material platforms represented by silicon nitride, with ultra-low transmission loss, ultra-high optical power carrying capacity, and compatibility with CMOS processes, has become a key path to breaking through the above bottlenecks. It is widely believed in the industry that whoever can achieve mass production verification on high-performance silicon optical integrated chips (PIC) first holds the core discourse power of the next generation of optical interconnects.

The team has been deeply cultivating silicon photonics for 20 years, building a full chain technological barrier

Guoke OptiCore was founded in April 2019 and is headquartered in Haining, Zhejiang. The company integrates comprehensive capabilities such as material technology, chip design, integrated packaging, optoelectronic devices, application algorithms, and system integration. Based on the new generation of silicon optical materials - silicon nitride, the company is committed to becoming a leading global company in silicon optical chip technology and overall solutions. The company has developed products such as 400G/800G/1.6T digital silicon optical chips, laser radar, OCT based on chip integration solutions, which can be widely applied in major cutting-edge fields such as AI clusters, high-speed data centers, and industrial testing.

Guoke OptiCore currently has over 190 employees, including more than 10 PhDs, with R&D personnel accounting for over 60%. The core backbone comes from well-known optical chip and module companies in the industry. The core chip research and development team has been deeply involved in the silicon optical field for over 20 years, possessing independent innovation capabilities throughout the entire chain from material growth, chip design to packaging and testing. We are committed to providing customers with high-performance silicon optical integrated chip solutions.

With solid engineering capabilities, Guoke OptiCore has successfully developed and mass-produced 400G/800G/1.6T silicon optical TX-PIC chips. The products have been validated and shipped in bulk to multiple clients, while providing a scalable silicon optical single channel 400Gbps technology route, continuously leading the industry's intergenerational evolution. Guoke OptiCore will showcase the latest achievements of a single wave 400Gbps silicon optical modulator at the Shenzhen Optical Expo in September 2026. The modulator bandwidth has reached 85GHz, and the insertion loss of a 3.2T silicon optical chip is less than 12dB (1/4 structure, including coupling loss). All of them will be produced using Fab mass production technology, exploring a path for the production of single wave 400G silicon optical light.

Strategic layout of next-generation products, building global delivery capabilities

Guoke OptiCore has completed a forward-looking technology and capacity layout in response to the trend of AI computing infrastructure evolving towards the 3.2T generation. This round of financing will focus on three strategic directions:

Firstly, accelerate the development of the next generation product matrix. The company will make every effort to promote the development of single wave 400Gbps silicon optical chips, 1.6T/3.2T silicon optical detector chips, 3.2T/6.4T NPO/CPO, OIO chips and other new products, build a complete silicon optical chip product matrix covering "emission reception co packaging", seize the high ground of 3.2T intergenerational technology, and deeply participate in the industrial ecosystem construction of CPO/OIO and other next-generation optical interconnect architectures.

Secondly, expand production at Chengdu Shutong Base. The company will continue to increase investment in the expansion of its Chengdu Shutong subsidiary (sub brand: Stellar Photonics), expand wafer production capacity and testing capabilities, and build a large-scale production base for the Shutong market, providing sufficient capacity guarantee for the high-speed growth needs of AI data center customers.

Thirdly, plan and construct an overseas delivery center. Faced with the increasing demand for nearby delivery and rapid response from global AI computing customers, the company will establish an overseas delivery center, build localized technical support, testing and verification, and supply chain collaboration capabilities, comprehensively enhance the delivery certainty of global customers, and accelerate the landing of internationalization strategies.

Through the three in one layout of "headquarters research and development+Chengdu mass production+overseas delivery", Guoke OptiCore will achieve a complete closed-loop from chip research and development to global scale monthly million level chip production capacity delivery.

The leading investor of this round of financing, Sichuan Sci Tech Innovation Investment Group, stated that "optical interconnection is the core bottleneck link of AI computing infrastructure, and silicon optical chips are the technological high ground of optical interconnection. The Guoke OptiCore team has been deeply involved in the field of silicon photonics for over 15 years. The batch shipment of the company's 400G/800G/1.6T products has verified its technological leadership and engineering capabilities. We firmly believe that the company will become a leading enterprise in the global silicon photonics chip industry. The large-scale construction of AI clusters is driving the rapid evolution of optical interconnection towards 1.6T and 3.2T, and the silicon optical penetration rate has reached a historic turning point. Guoke OptiCore has entered the top tier of the industry in key indicators such as performance, yield, and power consumption, and has proactively laid out next-generation technology routes such as CPO/OIO. We look forward to working together with the company to witness the global expansion of Chinese silicon optical chips. ”Editor/Min Jing