Tower Semiconductor and Innolight Expand their Collaboration and Ramp Volume of Next-Generation SiPho Solutions for AI and Data Centers

New Technology Halves Laser Requirements for Streamlined, High-Volume Optical Module Production to Meet Growing AI And Data Centers Market Demands

Tower Semiconductor (NASDAQ/TASE: TSEM), a leading foundry of high-value analog semiconductor solutions, and Innolight, a global leader in high-speed optical transceivers, today announced their expanded collaboration utilizing Tower’s newest Silicon Photonics (SiPho) platform, now in production and ramping to high volume. This breakthrough technology dramatically reduces the number of external optical components, cutting the number of lasers required per module by half, simplifying optical module design and enhancing cost and supply chain efficiency for AI and data center applications.

With increasing demand for high-speed optical connectivity in AI-driven data centers, Innolight and Tower Semiconductor are strengthening their long-standing partnership to deliver cost-efficient, high-performance solutions that address the needs of 100Gbps per lane (400G/800G), 200Gbps per lane (1.6T) today and 400Gbps per lane (3.2T) optical modules in the future. Leveraging Tower’s new SiPho platform, the solution significantly boosts scalability, performance, and cost-effectiveness for AI-driven data centers and cloud infrastructure.

“Innolight has been leading the high-speed optical module market, and our collaboration with Tower enables us to pioneer new Silicon Photonics solutions for AI and data center applications,” said Dr. Sheng Liu, CEO of Innolight. “Utilizing Tower’s new SiPho platform, we deliver superior performance, cost, and supply chain resilience for our hyperscale customers. Our partnership with Tower continues to yield best in class offerings.”

The next-generation SiPho platform offers industry-leading edge coupling efficiency and higher-performance modulators. These innovations enable the elimination of half of the external lasers per module. Thus, the platform not only reduces cost and complexity but also improves system reliability and supply chain robustness.

“We are honored to deepen our collaboration with Innolight demonstrating the strength of our partnership and our shared commitment to delivering innovative and customized Silicon Photonics solutions,” said Russell Ellwanger, CEO Tower Semiconductor. “Our continued investment in SiPho technology development and capacity expansion reinforces our leadership and enables our customers to lead in delivering high-performance solutions that meet the evolving needs of AI and data center markets.”

For additional information on Tower’s Silicon Photonics technology platform, please visit here.

For additional information on Innolight, please visit the company’s website: www.innolight.com.