ChipsSeeking Alphaabout 4 hours ago
Tower Semiconductor Silicon Photonics Drives Growth
1 min read
Tower Semiconductor is riding the AI data center wave, with RF infrastructure and silicon photonics driving profitability. Q1 results showed improved margins and strong cash flow. Major SiPho contracts, including a $1.3B deal and a multi-year IQE partnership, position TSEM as a leading specialty-node foundry for AI photonics.
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