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Tower Semiconductor and Alcyon Photonics Announce Collaboration to Accelerate Integrated Photonics Innovation

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Tower Semiconductor (NASDAQ/TASE: TSEM) and Alcyon Photonics have announced a strategic collaboration to accelerate photonics integration development. The partnership combines Tower's high-volume Silicon Photonics (SiPho) manufacturing platform with Alcyon's advanced photonic design capabilities.

Key highlights of the collaboration include:

  • Development of silicon-validated, high-performance photonic building blocks and circuits
  • Alcyon's design techniques maintain channel drifts below 3 nm despite fabrication variations up to 30 nm
  • Focus on CWDM solutions for data center networking in O band
  • Advancement in coherent communications across C+L bands for enhanced bandwidth

The partnership aims to provide customers with consistent, high-yield results and accelerate the development cycle for next-generation optical applications in datacom, telecom, and sensing markets.

Tower Semiconductor (NASDAQ/TASE: TSEM) e Alcyon Photonics hanno annunciato una collaborazione strategica per accelerare lo sviluppo dell'integrazione fotonica. La partnership combina la piattaforma di produzione di fotonica in silicio (SiPho) ad alto volume di Tower con le avanzate capacità di design fotonico di Alcyon.

Le principali caratteristiche della collaborazione includono:

  • Sviluppo di blocchi e circuiti fotonici ad alte prestazioni convalidati in silicio
  • Le tecniche di design di Alcyon mantengono le deviazioni del canale al di sotto di 3 nm nonostante le variazioni di fabbricazione fino a 30 nm
  • Focus su soluzioni CWDM per il networking nei data center nella banda O
  • Avanzamento nelle comunicazioni coerenti attraverso le bande C+L per una maggiore larghezza di banda

La partnership mira a fornire ai clienti risultati coerenti e ad alto rendimento e ad accelerare il ciclo di sviluppo per le applicazioni ottiche di prossima generazione nei mercati datacom, telecom e di sensing.

Tower Semiconductor (NASDAQ/TASE: TSEM) y Alcyon Photonics han anunciado una colaboración estratégica para acelerar el desarrollo de la integración fotónica. La asociación combina la plataforma de fabricación de fotónica en silicio (SiPho) de alto volumen de Tower con las avanzadas capacidades de diseño fotónico de Alcyon.

Los aspectos más destacados de la colaboración incluyen:

  • Desarrollo de bloques y circuitos fotónicos de alto rendimiento validados en silicio
  • Las técnicas de diseño de Alcyon mantienen las desviaciones del canal por debajo de 3 nm a pesar de las variaciones en la fabricación de hasta 30 nm
  • Enfoque en soluciones CWDM para redes de centros de datos en la banda O
  • Avances en comunicaciones coherentes a través de las bandas C+L para una mayor ancho de banda

La asociación tiene como objetivo proporcionar a los clientes resultados consistentes y de alto rendimiento, y acelerar el ciclo de desarrollo para las aplicaciones ópticas de próxima generación en los mercados de datacom, telecomunicaciones y sensores.

타워 반도체 (NASDAQ/TASE: TSEM)알시온 포토닉스가 포토닉스 통합 개발을 가속화하기 위한 전략적 협력을 발표했습니다. 이 파트너십은 타워의 대량 실리콘 포토닉스 (SiPho) 제조 플랫폼과 알시온의 고급 포토닉 디자인 능력을 결합합니다.

협력의 주요 하이라이트는 다음과 같습니다:

  • 실리콘 검증된 고성능 포토닉 빌딩 블록 및 회로 개발
  • 알시온의 디자인 기술은 제조 변동이 30nm에 이를지라도 채널 드리프트를 3nm 이하로 유지합니다
  • O 대역의 데이터 센터 네트워킹을 위한 CWDM 솔루션에 집중
  • 향상된 대역폭을 위한 C+L 대역의 일관된 통신 발전

이 파트너십은 고객에게 일관된 고수익 결과를 제공하고 데이터 통신, 통신 및 센싱 시장에서 차세대 광학 애플리케이션 개발 주기를 가속화하는 것을 목표로 합니다.

Tower Semiconductor (NASDAQ/TASE: TSEM) et Alcyon Photonics ont annoncé une collaboration stratégique pour accélérer le développement de l'intégration photonique. Ce partenariat combine la plateforme de fabrication de photonique en silicium (SiPho) à haut volume de Tower avec les capacités de conception photonique avancées d'Alcyon.

Les points clés de la collaboration comprennent :

  • Développement de blocs et de circuits photoniques de haute performance validés en silicium
  • Les techniques de conception d'Alcyon maintiennent les dérives de canal en dessous de 3 nm malgré des variations de fabrication allant jusqu'à 30 nm
  • Concentration sur des solutions CWDM pour le réseautage des centres de données dans la bande O
  • Avancées dans les communications cohérentes à travers les bandes C+L pour une bande passante améliorée

Ce partenariat vise à fournir aux clients des résultats cohérents et à haut rendement et à accélérer le cycle de développement pour les applications optiques de prochaine génération sur les marchés des datacom, des télécommunications et de la détection.

Tower Semiconductor (NASDAQ/TASE: TSEM) und Alcyon Photonics haben eine strategische Zusammenarbeit angekündigt, um die Entwicklung der Photonik-Integration zu beschleunigen. Die Partnerschaft kombiniert Towers hochvolumige Silizium-Photonik (SiPho) Fertigungsplattform mit den fortschrittlichen photonischen Designfähigkeiten von Alcyon.

Die wichtigsten Highlights der Zusammenarbeit umfassen:

  • Entwicklung von siliziumvalidierten, hochleistungsfähigen photonischen Bausteinen und Schaltungen
  • Die Designtechniken von Alcyon halten Kanaldrifts trotz Fertigungsvariationen von bis zu 30 nm unter 3 nm
  • Fokus auf CWDM-Lösungen für die Netzwerktechnik in Datenzentren im O-Band
  • Fortschritte in der kohärenten Kommunikation über C+L-Bänder für verbesserte Bandbreite

Die Partnerschaft zielt darauf ab, den Kunden konsistente, ertragreiche Ergebnisse zu liefern und den Entwicklungszyklus für zukünftige optische Anwendungen in den Märkten Datacom, Telekommunikation und Sensorik zu beschleunigen.

Positive
  • Partnership enables high-volume, consistent manufacturing of photonic components
  • Advanced stability with channel drifts below 3 nm despite 30 nm fabrication variations
  • Expansion into high-growth markets: datacom, telecom, and sensing
Negative
  • None.

Insights

Tower Semiconductor's strategic partnership with Alcyon Photonics marks a significant advancement in their silicon photonics (SiPho) ecosystem. This collaboration directly addresses the technical challenges in integrated photonics by combining Tower's manufacturing capabilities with Alcyon's specialized design expertise.

The technical specifications are particularly impressive - maintaining channel drifts below 3 nm despite fabrication variations up to 30 nm represents exceptional stability that translates to tangible manufacturing advantages: higher yields, more consistent performance, and ultimately lower costs for customers implementing photonic solutions.

By focusing on CWDM solutions for data center networking and coherent communications across C+L bands, Tower is positioning itself strategically in high-growth segments of the photonics market. Data centers continually demand increased bandwidth and power efficiency that traditional copper interconnects struggle to deliver, while telecom networks require greater capacity and reach.

This ecosystem-strengthening move follows the playbook of larger foundries who build partner networks to create comprehensive solutions. For Tower, validating photonic IP on their platform reduces technical risk for customers and accelerates time-to-market for new applications - essentially lowering the barrier to entry for companies looking to implement SiPho technology.

While financial terms remain undisclosed, this type of foundation-building partnership enhances Tower's competitive positioning in the specialized foundry space and could drive increased wafer volume through their SiPho manufacturing lines over time.

Providing Silicon-Validated Photonics IP Based on Tower's SiPho Platform for Datacom, Telecom and Sensing Markets

MIGDAL HAEMEK, Israel, and MADRID, Spain, March 25, 2025Tower Semiconductor [NASDAQ/TASE: TSEM], the leader in high-value analog semiconductor foundry solutions, and Alcyon Photonics, a leader in integrated photonics design, today announced their collaboration to accelerate photonics integration. Through this partnership, Alcyon Photonics will provide customers with silicon-validated, high-performance photonic building blocks (BBs) and circuits to accelerate the development of next-generation optical applications.

Leveraging Tower Semiconductor’s advanced, high-volume SiPho platform, this collaboration enabled the development of robust, silicon-proven photonic IP, facilitating a seamless transition from concept to production while ensuring exceptional performance, reliability, and manufacturability. Alcyon’s proprietary design techniques, optimized for Tower’s SiPho technology, provide significant competitive advantages, including outstanding stability that maintains channel drifts below 3 nm even with fabrication variations of up to 30 nm. Joined with Tower’s high-volume SiPho manufacturing capabilities, this partnership provides customers with consistent, high-yield results, enabling efficient and cost-effective photonic integration.

"We are thrilled to partner with Tower Semiconductor to deliver best-in-class photonic IP to the market," said Jimena García-Romeu, CEO of Alcyon Photonics. "By combining our advanced photonics design expertise with Tower’s industry-leading foundry SiPho technology, we are enabling customers to create compelling new applications with a faster and more predictable development cycle."

This collaboration brings specific advancements to market, including CWDM solutions optimized for data center networking in the O band, which support high-capacity and high-performance optical interconnects. Additionally, the partnership is driving advancements in coherent communications across the C+L bands, expanding bandwidth, enhancing scalability, and future-proofing optical networks.

"Tower Semiconductor is committed to fostering a strong ecosystem that supports our customers in accelerating their photonic innovation," said Dr. Samir Chaudhry, Vice President of Customer Design Enablement, Tower Semiconductor. " Collaborating with Alcyon Photonics as an IP partner further reinforces Tower Semiconductor’s leadership in silicon photonics, strengthening our offering by providing validated, high-performance photonic components that will help drive the next wave of integrated photonics applications."

To learn more about Tower’s advanced silicon photonics (SiPho) platform and RF & HPA technology offerings, visit Tower’s booth #3222 at the upcoming OFC conference, April 1-3, 2025. Additional information is also available on the company's website: here.

More detailed information and additional technical data on this development can be found here: Alcyon & Tower Semiconductor Whitepaper

For more information about Alcyon, visit www.alcyonphotonics.com.

About Tower Semiconductor         

Tower Semiconductor Ltd. (NASDAQ/TASE: TSEM), the leading foundry of high-value analog semiconductor solutions, provides technology, development, and process platforms for its customers in growing markets such as consumer, industrial, automotive, mobile, infrastructure, medical and aerospace and defense. Tower Semiconductor focuses on creating a positive and sustainable impact on the world through long-term partnerships and its advanced and innovative analog technology offering, comprised of a broad range of customizable process platforms such as SiGe, BiCMOS, mixed-signal/CMOS, RF CMOS, CMOS image sensor, non-imaging sensors, displays, integrated power management (BCD and 700V), photonics, and MEMS. Tower Semiconductor also provides world-class design enablement for a quick and accurate design cycle as well as process transfer services including development, transfer, and optimization, to IDMs and fabless companies. To provide multi-fab sourcing and extended capacity for its customers, Tower Semiconductor owns one operating facility in Israel (200mm), two in the U.S. (200mm), two in Japan (200mm and 300mm) which it owns through its 51% holdings in TPSCo, shares a 300mm facility in Agrate, Italy with STMicroelectronics as well as has access to a 300mm capacity corridor in Intel’s New Mexico factory. For more information, please visit: www.towersemi.com.

Safe Harbor Regarding Forward-Looking Statements
This press release includes forward-looking statements, which are subject to risks and uncertainties. Actual results may vary from those projected or implied by such forward-looking statements. A complete discussion of risks and uncertainties that may affect the accuracy of forward-looking statements included in this press release or which may otherwise affect Tower’s business is included under the heading “Risk Factors” in Tower’s most recent filings on Forms 20-F, F-3, F-4 and 6-K, as were filed with the Securities and Exchange Commission (the “SEC”) and the Israel Securities Authority. Tower does not intend to update, and expressly disclaims any obligation to update, the information contained in this release.                    

About Alcyon Photonics:
Alcyon Photonics is a leading innovator in integrated photonics design, delivering high-performance photonic building blocks and circuits for advanced optical applications. The company’s cutting-edge solutions enable seamless, efficient, and reliable photonic integration, empowering industries from datacom and telecom to sensing and quantum technologies. Alcyon’s proprietary design techniques ensure exceptional stability and performance, driving innovation and efficiency in next-generation optical systems. For more information, visit www.alcyonphotonics.com.

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Tower Semiconductor Company Contact: Orit Shahar | +972-74-7377440 | oritsha@towersemi.com

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FAQ

What are the key benefits of the Tower Semiconductor (TSEM) and Alcyon Photonics collaboration?

The collaboration provides silicon-validated photonic IP, maintains channel drifts below 3nm, enables high-yield manufacturing, and accelerates development of optical applications for datacom, telecom, and sensing markets.

How does the TSEM-Alcyon partnership impact data center networking?

The partnership delivers CWDM solutions optimized for data center networking in the O band, supporting high-capacity and high-performance optical interconnects.

What technical specifications does the TSEM-Alcyon photonic solution achieve?

The solution maintains channel drifts below 3 nm even with fabrication variations of up to 30 nm, ensuring exceptional stability and performance.

How will the TSEM collaboration enhance coherent communications?

The partnership advances coherent communications across C+L bands, expanding bandwidth, enhancing scalability, and future-proofing optical networks.
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