安弦科技

Provides co-packaged optics (CPO) interconnect chips for AI data center accelerator clusters, replacing copper interconnects with optical interconnects

Series D+ · $1.0B · 2026-09 · Valuation $3.8B

Delos Data is a Palo Alto-based AI infrastructure company co-founded in 2025 by former Barefoot Networks and Intel executive Ed Doe and Intel architect Dan Daly. It builds the Delos Nonstop AI product line, including a data interface chip, cluster reference architecture and servers, to remove network and data-movement bottlenecks in agentic AI inference.

Undisclosed · $100M · 2026-09

Volantis is a San Mateo, California-based semiconductor startup founded in 2022 that builds micro-VCSEL photonic chip-to-memory interconnects, letting GPUs pool far more memory chips than copper-based designs to relieve the memory-bandwidth bottleneck in large-scale AI inference.

Series A · $97M · 2026-10

Founded in April 2019 and headquartered in Haining, Zhejiang, Guoke Guangxin (CSPC) is a national high-tech enterprise focused on silicon nitride (SiN) photonic chip technology, covering materials, chip design, packaging, optoelectronic devices and system integration. Its products include datacom silicon photonic chips (400G/800G/1.6T), 3.2T/6.4T NPO/CPO and OIO chiplets, tunable narrow-linewidth coherent light sources, and FMCW/dToF solid-state lidar, serving AI clusters, high-speed data centers, fiber sensing and OCT applications. It acquired Dutch coherent laser company CHILAS in 2023; the team numbers 190+ with over 60% in R&D and 250+ patents.

Series B · 2026-09

Founded in 2021, HuaChen Xinguang is an IDM-model developer and manufacturer of high-reliability semiconductor photonic (pump laser) chips used in optical signal amplification for backbone/core/metro networks, submarine fiber, inter-satellite laser links and AI data-center DCI. Mass production is slated for H2 2026.

Undisclosed · 2026-07

Domestic DPU chip developer

Series A · 2021-09 · Valuation $1.4B

Aylight, a spinout from ETH Zürich, develops chip-scale multi-wavelength lasers using a frequency-modulated optical frequency comb (FM comb) architecture that generates multiple precisely spaced wavelengths from a single chip, targeting optical interconnects for AI data centers and high-precision FMCW sensing. Headquartered in Zurich, Switzerland.

Pre-Seed · $5M · 2026-07

Salience Labs is a silicon photonics company spun out of research at the University of Oxford and the University of Münster. It develops all-optical circuit switching chips and switch modules that connect large numbers of GPUs in AI data centers optically, replacing power-hungry transceiver-plus-electrical switching to cut latency, power and cost.

Series B · 2026-10

Photonic AI inference chip (DX-1/optical tensor processing unit) that uses SRAM plus photonic interconnects to bypass the HBM bottleneck, with accompanying optical networking and rack-scale systems

Series B · $532M · 2026-08 · Valuation $3.3B

Fabless semiconductor company providing programmable Ethernet switch chips and 800G data processing units (DPUs) for hyperscale, edge and AI data center networks.

Series D+ · $300M · 2026-07 · Valuation $2.8B

Phasetrum Inc. is a fabless RF IC design house in Hsinchu specializing in phased-array and beamforming chips from X-band to sub-THz (roughly 10–90GHz). Spun out of National Yang Ming Chiao Tung University in 2023, it offers scalable antenna-in-package (AiP), phase tuner and compact frequency extender chips plus on-wafer OTA measurement services for LEO satellite communication, AESA/automotive radar and drone radar/communication.

Stathera is a fabless semiconductor company headquartered in Montreal, originating from MEMS technology research at McGill University (formerly Nxtsens, founded in 2015, operating independently since 2020). Its DualMode architecture MEMS silicon clock oscillators reduce package size by up to 85% with lower power consumption, with applications spanning smartphones, IoT, and clock synchronization for AI data center GPU clusters.

Series B · $55M · 2026-06