#Tower# Semiconductor and #NewPhotonics# have begun high-volume shipments of laser-integrated, serviceable optical-engine PICs supporting 800G to 1.6T, with CPX MSA-compliant 6.4T NPO chipsets planned for volume production in 2027. Built on Tower's market-leading PH18DA silicon photonics platform, these scale-ready solutions integrate InP lasers with high-performance photonic circuits across FRO, LRO, LPO, XPO and NPO architectures- delivering greater bandwidth density, power efficiency and reliability.

- Tower Semiconductor ($TSEM) and NewPhotonics have begun high-volume shipments of laser-integrated silicon photonics optical engines, with current production products supporting 800G and 1.6T. - The key technology is $TSEM's PH18DA SiPho platform, which heterogeneously integrates InP devices to combine lasers, SOAs, modulators, and photodetectors on a single PIC. - NewPhotonics' NPG102 uses a 200G-per-lane architecture for 800G and 1.6T PICs, targeting optical architectures ranging from FRO/LRO/LPO and XPO pluggables to NPO. - The more important next step is the 6.4T NPC505 chipset, a CPX-MSA-compliant NPO solution scheduled for volume shipment in 1H27, targeting both scale-out and scale-up AI interconnects. - $TSEM says NewPhotonics is the first customer to bring heterogeneous laser-integrated optical engines on PH18DA into high-volume production, although specific customers and shipment volumes were not disclosed. > The most important phrase here is “high-volume shipment.” This suggests $TSEM's silicon photonics platform has moved beyond PDKs, tape-outs, and prototypes into actual volume manufacturing of laser-integrated PICs. > Integrating the laser, SOA, modulator, and detector around a single PIC can reduce component count and optical-engine assembly complexity. As AI interconnects evolve from pluggables toward NPO and eventually CPO, the value of a highly integrated, scalable SiPho foundry platform could increase materially. > From an investment perspective, the key point is that $TSEM is increasingly becoming more than a legacy analog foundry and is beginning to establish itself as a merchant SiPho foundry tied directly to AI optical connectivity volume production. With 800G/1.6T already shipping and 6.4T NPO targeted for 1H27, the $TSEM SiPho story is gradually shifting from future optionality to a production ramp story.

Tower Semi 2Q26 - Revenue up 11% q/q and 24% y/y to $460M at 30% GM; QSep guided at $520M - SiPh story accelerates; $680M annual run-rate in 2Q26 - $1B exit SiPh run-rate in 2026 - $1.3B SiPh contracted revenue in 2027 - Target corp model of $3.6B and 45% GM; upgraded from $2.85B and 39% GM

"Tower, this is Ghost Rider requesting a flyby." During his service with the Navy, astronaut Scott "Scooter" Altman doubled for Tom Cruise and other actors in F-14 flight scenes for the original Top Gun movie, released 40 years ago this week! Altman didn't just buzz the traffic control tower once, he did it nine times to get the right take for the movie!

Tower Bridge Doubleheader deal 🔥 ⤵️ 👑 ticket to the A's game at 1:05pm 👑 ticket to the Kings game at 6:00pm 👑 co-branded A's & Kings hat All for $60 🙌 ➡️: