Tower Semiconductor and Semtech expand SiGe capacity for AI data center links
A multi-year agreement announced on October 13 will secure dedicated Tower silicon-germanium capacity for Semtech components used in optical and copper links for AI data centers. The capacity spans fabs in the United States, Israel and Japan.
Event / data period: 2026-10-13
Published: · Updated:
Tower Semiconductor and U.S.-based Semtech announced a multi-year agreement expanding a 20-year relationship in silicon-germanium (SiGe) components for data center links. Semtech will invest to secure dedicated capacity across Tower’s global fab network. The agreement is intended to add supply assurance on top of current production.
The companies said Semtech products target 800G, 1.6T and future 3.2T optical and copper links in AI data centers. The arrangement covers Tower fabs in the United States, Israel and Japan. The announcement did not disclose reserved production volumes or the investment’s monetary value, and future demand or design wins are not guaranteed to become production orders.
Data
Tower Semiconductor and Semtech expand SiGe capacity for AI data center links
A multi-year agreement announced on October 13 will secure dedicated Tower silicon-germanium capacity for Semtech components used in optical and copper links for AI data centers. The capacity spans fabs in the United States, Israel and Japan.
- · Occurred
Tower Semiconductor and Semtech expand SiGe capacity for AI data center links
A multi-year agreement announced on October 13 will secure dedicated Tower silicon-germanium capacity for Semtech components used in optical and copper links for AI data centers. The capacity spans fabs in the United States, Israel and Japan.
Methodology
Facts are taken from the dated primary announcement. Investment, capacity and timing statements are presented as plans or company estimates, not independently verified outcomes.
Updated:
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- Artificial intelligenceSuggested
- Subject suggested from the title or summary: AIir.towersemi.com ↗
- Semiconductor and electronic componentSuggested
- Subject suggested from the title or summary: Semiconductorir.towersemi.com ↗
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- United States · Place role: Coverage · Place type: Country or area · Location precision: RegionalEvidence
- Explicit preserved editorial country/region; no city or national centroid inferredir.towersemi.com ↗