① Guokao Light芯 completes a B+ round financing of several hundred million yuan, led by Sichuan Development. ② The Ministry of Industry and Information Technology and Shanghai have issued policies to strengthen research and development of photonic chips; it is expected that the global silicon photonic module market size will reach 14.56 billion US dollars by 2030.
Guoke Optoelectronics has completed a B+ round of financing worth several hundred million yuan, led by Sichuan Development, with participation from Kaitai Capital and Shandong Provincial Science and Technology Innovation Group. Founded in 2019, the company is headquartered in Haining, Jiaxing City, Zhejiang Province, and provides technologies for silicon-optic chips and comprehensive solutions. The Ministry of Industry and Information Technology issued the “Implementation Opinions on the Innovative Development of ‘Artificial Intelligence + Information and Communication’ (2026–2028)”, proposing to strengthen research and development of high-end optoelectronic chips and devices. The Shanghai Economic and Information Technology Commission issued the “15th Five-Year Plan for the Development of Software and Information Service Industry in Shanghai”, aiming to enhance supply capabilities in core areas such as high-performance computing chips and high-speed optical interconnects. It is expected that by 2030, the global market size for silicon-optic optical modules will reach 14.56 billion US dollars, with 7.76 billion US dollars dedicated to data centers and 6.29 billion US dollars to telecommunications. Industry trends indicate that investment in optical interconnects is shifting from “quantity elasticity” to “value positioning”, and CPO technology is expected to see large-scale deployment by 2027.