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Tower Semiconductor Begins Production of 1.6Tbps Optical Transceivers on its Latest Silicon Photonics Platform

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Tower Semiconductor (NASDAQ/TASE: TSEM) has commenced volume production of 1.6 Tbps silicon photonic products for multiple lead customers using its latest Silicon Photonics (SiPho) platform. The new platform doubles data rates compared to current 800 Gpbs products, supporting 200Gbps per lane across eight parallel lanes. This advancement addresses increasing demands for faster, high-capacity solutions in AI, cloud computing, and data centers. Coherent Corp., a key partner, has announced 1.6Tbps optical transceivers based on this technology while ramping up their SiPho based 8x100G transceivers production.

Tower Semiconductor (NASDAQ/TASE: TSEM) ha avviato la produzione in volumi di prodotti fotonici in silicio da 1,6 Tbps per diversi clienti di punta utilizzando la sua ultima piattaforma di Fotonica Silicica (SiPho). La nuova piattaforma raddoppia le velocità di trasferimento dati rispetto ai prodotti attuali da 800 Gbps, supportando 200 Gbps per corsia attraverso otto corsie parallele. Questo progresso risponde alle crescenti esigenze di soluzioni più veloci e ad alta capacità nell'AI, nel cloud computing e nei data center. Coherent Corp., un partner chiave, ha annunciato transceiver ottici da 1.6 Tbps basati su questa tecnologia mentre aumenta la produzione dei loro transceiver SiPho 8x100G.

Tower Semiconductor (NASDAQ/TASE: TSEM) ha comenzado la producción en volumen de productos fotónicos de silicio de 1,6 Tbps para múltiples clientes líderes utilizando su última plataforma de Fotónica de Silicio (SiPho). La nueva plataforma duplica las tasas de datos en comparación con los productos actuales de 800 Gbps, admitiendo 200 Gbps por carril a través de ocho carriles paralelos. Este avance responde a la creciente demanda de soluciones más rápidas y de alta capacidad en IA, computación en la nube y centros de datos. Coherent Corp., un socio clave, ha anunciado transceptores ópticos de 1,6 Tbps basados en esta tecnología mientras aumenta su producción de transceptores SiPho 8x100G.

타워 반도체 (NASDAQ/TASE: TSEM)는 최신 실리콘 포토닉스(SiPho) 플랫폼을 사용하여 여러 주요 고객을 위한 1.6 Tbps 실리콘 광학 제품의 양산을 시작했습니다. 새로운 플랫폼은 기존 800 Gbps 제품에 비해 데이터 전송 속도를 두 배로 향상시켜 8개 병렬 레인에서 레인당 200Gbps를 지원합니다. 이 발전은 AI, 클라우드 컴퓨팅 및 데이터 센터에서 증가하는 빠르고 대량 처리 솔루션에 대한 수요에 대응합니다. 주요 파트너인 Coherent Corp.는 이 기술을 기반으로 한 1.6Tbps 광학 트랜시버를 발표하면서 SiPho 기반의 8x100G 트랜시버 생산을 증가시키고 있습니다.

Tower Semiconductor (NASDAQ/TASE: TSEM) a commencé la production en série de produits photoniques en silicium de 1,6 Tbps pour plusieurs clients majeurs en utilisant sa dernière plateforme de Photonics Silicium (SiPho). La nouvelle plateforme double les taux de données par rapport aux produits actuels de 800 Gbps, supportant 200 Gbps par voie à travers huit voies parallèles. Cette avancée répond aux demandes croissantes de solutions plus rapides et de haute capacité dans l'IA, le cloud computing et les centres de données. Coherent Corp., un partenaire clé, a annoncé des transceivers optiques de 1,6 Tbps basés sur cette technologie tout en augmentant sa production de transceivers SiPho 8x100G.

Tower Semiconductor (NASDAQ/TASE: TSEM) hat mit der Serienproduktion von 1,6 Tbps siliziumphotonischen Produkten für mehrere führende Kunden begonnen, die seine neueste Siliziumphotonik-Plattform (SiPho) nutzt. Die neue Plattform verdoppelt die Datenraten im Vergleich zu den aktuellen 800 Gbps Produkten und unterstützt 200 Gbps pro Leitung über acht parallele Leitungen. Dieser Fortschritt erfüllt die steigenden Anforderungen an schnellere, hochkapazitive Lösungen in den Bereichen KI, Cloud-Computing und Rechenzentren. Coherent Corp., ein wichtiger Partner, hat optische Transceiver mit 1,6 Tbps auf Basis dieser Technologie angekündigt und steigert gleichzeitig die Produktion seiner SiPho-basierten 8x100G-Transceiver.

Positive
  • Successfully launched production of next-generation 1.6 Tbps silicon photonic products
  • Achieved 2x performance improvement from 800 Gpbs to 1.6 Tbps
  • Secured multiple lead customers including Tier 1 companies
  • Received production orders from customers
Negative
  • None.

Insights

The production launch of 1.6Tbps optical transceivers marks a significant technological leap for Tower Semiconductor. The doubling of data rates from 800Gbps to 1.6Tbps represents a major advancement in silicon photonics capabilities, with immediate commercial applications. The platform's ability to support 200Gbps per lane across eight parallel lanes positions TSEM strongly in the high-growth AI and data center markets.

The partnership with Coherent Corp., a major industry player and multiple Tier 1 customers already placing production orders indicates strong market validation. This development could significantly impact Tower's revenue streams, as the demand for high-speed interconnects in AI and cloud computing continues to surge. The successful commercialization of this advanced technology demonstrates Tower's execution capabilities in high-value analog semiconductor solutions.

                              

Tower Semiconductor Begins Production of 1.6Tbps Optical Transceivers on its Latest Silicon Photonics Platform

Addressing the surging demand for faster, high-capacity solutions for AI, cloud computing, and data centers by doubling the speed of today’s 800Gbps high-volume transceivers

MIGDAL HAEMEK, Israel, November 19,2024 – Tower Semiconductor (NASDAQ/TASE: TSEM), a leading foundry of high-value analog semiconductor solutions, today announced the start of volume production of 1.6 Tbps silicon photonic products for multiple lead customers based on its latest Silicon Photonics (SiPho) platform. Tower’s latest platform includes innovations that have helped double data rates relative to its current 800 Gpbs high-volume products. These innovations have been developed in close collaboration with several Tier 1 customers that have designed breakthrough 1.6Tbps products on this enhanced platform and have now begun to order production quantities.

The process supports data rates of 200Gbps per lane, of which eight are built in parallel to achieve the total 1.6Tbps transceiver throughput. This is in contrast to the 100Gbps per lane data rates of existing high-volume silicon photonic technology as used in today’s high-volume 800Gbps products.

“We have recently announced 1.6Tbps optical transceivers based on silicon photonics technology in addition to ramping up our SiPho based 8x100G transceivers. We are very happy to have a strong partner in Tower. Tower can help innovate and bring to market advanced technology and also has the experience to ramp silicon photonic products to high-volume thereby benefiting our mutual customers.” said Dr. Jack Xu, VP of Transceiver Engineering, Coherent Corp.

Tower’s high volume Silicon Photonics platform delivers all of the key enabling features required for high data rate optical transceivers including high bandwidth optical modulators and low-loss edge coupling from lasers, and to optical fibers. These features play a vital role in the development of high-speed data communication components and vastly support the industry shift from 100Gbs per lane to 200Gbs per lane and beyond.

“We are thrilled to announce this achievement and to see it deployed by esteemed companies like Coherent, a leader in high-speed data communications,” said Dr. Marco Racanelli, President of Tower Semiconductor. “As always, Tower is dedicated to delivering cutting-edge technology solutions that empower our customers to shape and advance their respective markets.”

For additional information on Tower’s RF & HPA technology platform, please visit here.

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 two facilities in Israel (150mm and 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 ST as well as has access to a 300mm capacity corridor in Intel’s New Mexico factory. For more information, please visit: www.towersemi.com.

Tower Semiconductor Investor Relations Contact: Noit Levy | +972-4-604-7066 | noitle@towersemi.com
Tower Semiconductor Company Contact: Orit Shahar | +972-74-7377440 | oritsha@towersemi.com

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FAQ

What is Tower Semiconductor's (TSEM) new silicon photonics production capacity?

Tower Semiconductor has begun volume production of 1.6 Tbps silicon photonic products, which is double the speed of current 800 Gbps products.

How many lanes does TSEM's new 1.6Tbps platform use?

The platform uses eight parallel lanes, each supporting 200Gbps, to achieve the total 1.6Tbps transceiver throughput.

Which markets will TSEM's new 1.6Tbps optical transceivers serve?

The new optical transceivers will serve AI, cloud computing, and data center markets that require faster, high-capacity solutions.

Who is a key customer for TSEM's new silicon photonics platform?

Coherent Corp. is a key customer, announcing 1.6Tbps optical transceivers based on Tower's silicon photonics technology.

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