This partnership highlights Tower’s commitment to advancing next-generation coherent technologies, which could further enhance its market position.
TSEM And Marvell Hit Coherent Photonics Shipping Milestone
These high-performance components support AI-driven data center interconnect networks by addressing growing demands for bandwidth and efficiency.
Coherent PICs are highly complex devices that control not only light intensity but also its phase and polarization, requiring much more stringent design and manufacturing standards than traditional direct-detect chips.
This is aimed at meeting the increasing demands for bandwidth and efficiency in AI-driven data center interconnect networks.
During the first quarter earnings release, the company said that AI-driven demand, long-term customer agreements and growing silicon photonics production remain major growth catalysts for stronger-than-expected results.
The CEO expects silicon photonics capacity to increase fivefold from fourth-quarter 2025 levels by the end of 2026, driven by increased investment.
InP Epiwafer Supply Deal
This week, Tower Semiconductor disclosed a multi-year silicon photonics expansion deal with IQE plc.
The deal entails supplying Indium Phosphide (InP) epiwafers and aims to enhance Tower's capabilities in next-generation optical technologies critical to AI-driven ...
