What Tower Semiconductor makes for data centers
public · towersemi.com
Tower Semiconductor is a publicly listed company. It appears on 1 part of the AI data center — Silicon photonics & co-packaged optics — in the role of manufacturer. That part sits in Layer 3 — Networking & interconnect. Its shares trade on US exchanges (NYSE/Nasdaq) as TSEM.
Listing
US exchanges (NYSE/Nasdaq): TSEM· 168 USD +2.17% · mkt cap 19.0B USD
Snapshot 2026-10-25T10:41:17Z — nightly, not real-time.· Chart on TradingView ↗
Exposure
1 part across 1 layer
No disclosed data-center revenue share on file.
Parts, by layer
Layer 3 — Networking & interconnect
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Silicon photonics & co-packaged optics | manufacturer | disclosed | TSMC, Broadcom, GlobalFoundries, Intel, Marvell, Nvidia |
Where Tower Semiconductor sits in the stack
Tower Semiconductor's placements in this catalog cover 1 part, all in layer 3, networking & interconnect. None of them currently carries a sourced supply constraint tag. Across these parts it overlaps with other companies most often on the lines below.
What these parts are
- Silicon photonics & co-packaged optics — An approach that integrates optical components directly onto or next to the switch or GPU package, replacing some pluggable transceivers with light routed closer to the silicon.
Closest peers in this catalog
Disclosed customers
| Customer | % | Metric | Period | Filing |
|---|---|---|---|---|
| largest customers (combined) | 11% | revenue | 2025-12-31 | 20-F |
Latest feed
- Tower Semiconductor to invest $4 billion in Japanese ops to set up massive optical connectivity hub — Tom's Hardware, 2026-09-25Tower Semiconductor is planning a major optical connectivity hub in Japan, aiming for a 40-fold increase in output by 2029.
- Tower Semiconductor to establish large-scale optical chip hub as part of $4bn Japanese investment pledge — Data Center Dynamics, 2026-09-24Tower Semiconductor plans to establish a large-scale hub for optical chips as part of a major Japanese investment.
- Tower Semiconductor to make Japan its largest optical chip base — DigiTimes, 2026-09-21Tower Semiconductor plans to expand its manufacturing base for optical communications semiconductors, including SiPh and SiGe, in Japan to meet growing demand from AI data centers.
Questions about Tower Semiconductor
- What does Tower Semiconductor make for AI data centers?
- This catalog places Tower Semiconductor on 1 part: Silicon photonics & co-packaged optics (manufacturer).
- Is Tower Semiconductor publicly traded?
- Yes — Tower Semiconductor is listed on US exchanges (NYSE/Nasdaq) under TSEM. Prices shown on this page are a nightly snapshot, not real-time, and nothing here is investment advice.
- Who else makes silicon photonics & co-packaged optics for AI data centers?
- TSMC, Broadcom, GlobalFoundries, Intel, Marvell and Nvidia are also placed on Silicon photonics & co-packaged optics in this catalog.
- How well sourced are these placements?
- Every part→company placement carries a confidence tag. For Tower Semiconductor the mix is 1 disclosed. "disclosed" means the company or a filing says so; "reported" comes from trade press or a reference-design list; "inferred" is a lead from the taxonomy with no citation yet. Treat reported and inferred as leads, not facts.
Answers are generated from this catalog's own rows — see sources & method.