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Tower Semiconductor (TSEM) Accelerates Silicon Photonics Growth
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Fusion42 · 3 November 2026 · Fusion42 review
Tower Semiconductor is accelerating growth in silicon photonics, targeting $1.1 billion in revenue by 2026, driven by strong demand in infrastructure sectors and capacity expansion at its Japan 300mm facility. The company has secured long-term contracts through 2029, supporting revenue and margin growth through 2028 and beyond.
This Wire brief sits within Fusion42's coverage of Semiconductors, and 2 sources have reported it between 2 Nov 2026 and 3 Nov 2026.
◆ ◆ The Wire takeaway
Silicon photonics is rapidly scaling as a key revenue driver in foundry services. You should focus on integrating or supporting high-speed optical tech in your product line to tap into infrastructure clients now locked into long-term deals.
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2 sources · first reported 2 Nov 2026 · latest 3 Nov 2026
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