Tower Semiconductor ships optical engines with NewPhotonics
High-volume shipments begin for laser-integrated PICs supporting 800G to 1.6T AI infrastructure, leveraging the PH18DA silicon photonics platform.
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Analog semiconductor foundry
towersemi.comLast updated
In short: Tower Semiconductor reported record Q2 2026 results, unveiled a $3B Japan silicon photonics expansion, and secured $1.3B in AI chip contracts.
High-volume shipments begin for laser-integrated PICs supporting 800G to 1.6T AI infrastructure, leveraging the PH18DA silicon photonics platform.
Second quarter revenue reached $460 million, up 24% year-over-year, with net profit of $91 million and guidance for record Q3 revenue of $520 million.
The dual-track plan adds SiPho and SiGe capacity, with $3B investment net of $1B grants, targeting $3.6B revenue by 2028.
The deal supports growth in silicon photonics for AI data centers and resolves IP disputes.
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