Tower Semiconductor and Semtech Expand SiGe Partnership to Scale Power-Efficient Analog Connectivity for Data Centers
Key Highlights
- ➤Semtech secures dedicated SiGe capacity across Tower’s fabs in the United States, Israel and Japan
- ➤Expanded multi-year agreement supports Semtech’s optical and copper interconnect growth for AI data centers
- ➤Semtech’s 224 Gbps-per-lane TIA family won ECOC 2026 Optical Component Innovation award
- ➤Semtech targets interconnect speeds from 800G and 1.6T through 3.2T and beyond
- ➤Tower and Semtech extend a 20-year partnership with a joint multi-generational technology roadmap
Expert Statements
Hong Hou, President and Chief Executive Officer of Semtech
“Connectivity is now a primary factor in how far AI systems can scale.”
Hong Hou, President and Chief Executive Officer of Semtech
“Our customers are scaling interconnect bandwidth quickly and at massive scale. Meeting that demand requires long-term capacity planning and commitment with our manufacturing partners. Tower has been a trusted partner to Semtech for 20 years, and we are very pleased with our partnership agreement that secures dedicated SiGe capacity across three regions to grow across copper and optical interconnects, from 800G and 1.6T today through 3.2T and beyond.”
Russell Ellwanger, Chief Executive Officer of Tower Semiconductor
“It is a source of profound satisfaction that our partnership with Semtech has grown so strong.”
Russell Ellwanger, Chief Executive Officer of Tower Semiconductor
“Together, we are driving truly accretive, platform-level solutions that help advance their designs delivering best-in-class figures of merit across present-generation, next-generation and N+2 technologies. By qualifying these solutions well ahead of market need, we both stand fully prepared for immediate implementation as the market moves into these generations. In doing so, we are the key drivers of the technologies carrying the market forward, ensuring a continual expansion of our already leading market share in optical transceiver connectivity within this high-growth market.”
Multi-year agreement expands dedicated capacity across Tower's global fab network to support the companies’ growth in optical and copper interconnects for next-generation AI infrastructure
MIGDAL HAEMEK, Israel, and Camarillo, California, Oct. 13, 2026 -- Tower Semiconductor (Nasdaq/TASE: TSEM), the leading foundry for high-value analog semiconductor solutions, and Semtech Corporation (Nasdaq: SMTC), a leading provider of high-performance semiconductors powering AI data center networking and intelligent, connected Internet of Things ("IoT") devices worldwide, today announced an expanded multi-year agreement that builds on the companies’ 20-year partnership. Under the agreement, Semtech will invest in securing dedicated silicon germanium (SiGe) capacity at Tower in support of its strong design wins and demand for AI Data Center optical interconnect components.
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