COMPANIES · CHIP MFG & PACKAGING
Tower Semiconductor
In the AI Economy Index: Minor, 0.26% (as of 2 October 2026)
Tower Semiconductor is an Israel-based specialty contract chipmaker (foundry) that manufactures analog, radio-frequency, sensor, power and silicon photonics chips for other companies in fabs in Israel, the U.S., Japan and Italy.
Tower Semiconductor is an Israel-based specialty contract chipmaker (foundry) that manufactures analog, radio-frequency, sensor, power and silicon photonics chips for other companies in fabs in Israel, the U.S., Japan and Italy.
Its silicon photonics process is used to make the optical chips inside data center transceivers that link AI servers; the company reported its silicon photonics revenue reached a $680 million annual run rate in the second quarter of 2026, up from $180 million a year earlier.
Chip and optical-module companies pay Tower to manufacture wafers using its specialty process platforms.
Israel (Migdal Haemek)
Chip manufacturing, memory and packaging. The foundries, memory makers, and packaging and testing businesses that physically manufacture AI chips. This is where a chip design actually becomes a real, physical piece of silicon.
Same-layer peers share an editorial stack classification; that alone does not establish direct competition.
Connections (6)
Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated; it does not necessarily provide independent confirmation.
Current relationships (1)
Source: 2026-06-18 · reviewed 2026-09-26
Evidence: Primary-source statement · Reported operating
Limits: Cumulative shipment milestone; does not disclose revenue, pricing, Tower's share of Marvell's photonics supply, or future volumes.
Tower Semiconductor and Marvell Ship Over Five Million Coherent Photonic ICs ↗Dated or announced (5)
Source: 2026-09-16 · reviewed 2026-10-02
Evidence: Primary-source statement · Announced; not confirmed operating
Limits: One-line mention in Aeluma's own results release; does not describe the scope, terms, volumes or status of the Tower partnership, and Tower's own statement was not reviewed.
Aeluma Announces Fourth Quarter and Full Fiscal Year 2026 Financial Results ↗Source: 2026-03-23 · reviewed 2026-09-26
Evidence: Primary-source statement · Technology demonstration; not a product in production
Limits: Lab demonstration only; does not establish a supply agreement, production timing, or volumes.
Tower Semiconductor and Coherent Demonstrate 400Gbps/lane Data Transmission with a Silicon Modulator in a Production-Ready Sipho Process ↗Source: 2026-03-11 · reviewed 2026-10-02
Evidence: Primary-source statement · Announced; not confirmed operating
Limits: Development agreement with no disclosed financial terms; does not establish production, customer adoption or revenue. Source is a republication of the company's press release.
Lightwave Logic press release (via StockTitan / ACCESS Newswire): Lightwave Logic and Tower Semiconductor Announce Development Agreement (PH18 platform) ↗Source: 2026-02-05 · reviewed 2026-09-26
Evidence: Primary-source statement · Announced; not confirmed operating
Limits: Announcement of a collaboration; does not establish that Tower manufactures chips for NVIDIA products in volume, or any contract value or exclusivity.
Tower Semiconductor Teams with NVIDIA to Advance AI Infrastructure with 1.6T Data Center Optical Modules ↗Source: 2025-03-10 · reviewed 2026-09-26
Evidence: Primary-source statement · Collaboration announced March 2025
Limits: Announcement of an expanded collaboration; does not state Innolight's volumes, value or Tower's share of Innolight's supply, and does not by itself establish that Tower makes chips in volume for Innolight today.
Tower Semiconductor and Innolight Expand their Collaboration and Ramp Volume of Next-Generation SiPho Solutions for AI and Data Centers ↗Inclusion in this database is not an endorsement of a company or its securities. Nothing here is a recommendation to buy or sell anything, and none of it is individualized investment advice. See the disclosures. Data: AI Map v3.25.45, released .