创VCSEL产业单轮融资纪录，老鹰半导体超7亿元B+轮融资收官

Core Insights - Zhejiang Eagle Semiconductor Technology Co., Ltd. successfully completed its B+ round of financing, raising over 700 million, setting a record for single-round financing in the VCSEL sector in China [1] - The financing was led by CITIC Jinshi and Guoxin Fund, with participation from several top institutions, indicating strong market consensus on the value of photonic chips and AI computing power [1] Industry Consensus - There is a pressing need for a Chinese solution in large-scale computing power competition, especially in the context of US-China strategic rivalry [2][3] Company Capabilities - The founding team of Eagle Semiconductor consists of top experts from the global VCSEL industry, with over 50% of the workforce dedicated to R&D, showcasing a strong capability in research, manufacturing, and management [5][7] - The company has developed a unique VCSEL technology platform with five core technologies and is set to lead in the production of 100G VCSEL chips, breaking the long-standing US monopoly [7] Investment Logic - The interest from leading investment firms highlights the long-term value and scarcity of Eagle Semiconductor's technological breakthroughs and market focus [10] - The transition from single-card computing power to cluster computing power is essential for China's computing infrastructure, with Eagle Semiconductor positioned as a key player in this evolution [10]