Tower Semiconductor, Semtech expand multi — year SiGe capacity partnership for AI data center interconnects

Tower Semiconductor expanded a multi-year SiGe capacity agreement with Semtech to support AI data center optical interconnect demand. Semtech will invest to secure dedicated SiGe manufacturing capacity across Tower’s fabs in the US, Israel, Japan. Deal targets scaling production for high-speed analog components used in next-generation data center connectivity, spanning 800G to 3.2T. Agreement builds on a 20-year relationship, adding supply assurance as Semtech ramps SiGe-based product shipments. Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Tower Semiconductor Ltd. published the original content used to generate this news brief via (Ref. ID: 202610130600PRIMZONEFULLFEED9844476) on October 13, 2026, and is solely responsible for the information contained therein. (C)