Leve agi g Towe ‘s 200mm a d 300mm Silico Photo ics platfo ms, the collabo atio suppo ts multiple ge e atio s of Nea -Packaged Optics developme t fo AI i f ast uctu e
MIGDAL HAEMEK, Is ael a d SUZHOU, Chi a, Novembe 3, 2026 – Towe Semico ducto (NASDAQ/TASE: TSEM), the leadi g fou d y fo high-value a alog semico ducto solutio s, a d I olight, a leadi g p ovide of optical co ectivity solutio s fo data ce te a d AI i f ast uctu e applicatio s, today a ou ced thei co ti ued collabo atio o eme gi g Nea -Package Optics (NPO) applicatio s. The collabo atio combi es I olight’s expe tise i optical i te co ect solutio s with Towe ‘s high-volume 200mm a d 300mm Silico Photo ics ma ufactu i g platfo ms to add ess the i c easi g pe fo ma ce a d ba dwidth equi eme ts of ext-ge e atio AI i f ast uctu e.
Leve agi g Towe ‘s high-volume 200mm a d 300mm Silico Photo ics platfo ms, I olight has achieved a key milesto e i the developme t of its Nea -Package Optics (NPO) po tfolio with its fi st NPO device e te i g ea ly p oductio usi g Towe ‘s PH18M Silico Photo ics p ocess flow u i g i Towe ’s US CA facto y. I pa allel, I olight has taped-out multiple NPO p oducts o Towe ‘s 300mm Silico Photo ics platfo m to suppo t futu e p oduct ge e atio s.
As AI wo kloads co ti ue to scale, NPO a chitectu es a e eme gi g as o e of the p efe ed app oaches fo ext-ge e atio optical i te co ects. These eme gi g a chitectu es a e expected to d ive additio al dema d beyo d today’s pluggable optical module ma ket, d ivi g the ew phase of optical i te co ect solutio s fo AI a d cloud i f ast uctu e.
“Nea -Package Optics is eme gi g as a key tech ology fo ext-ge e atio AI a d cloud i f ast uctu e,” said Olive Su , CTO of I olight. “Ou collabo atio with Towe p ovides us with i dust y leadi g capabilities e abli g us to accele ate the developme t of NPO solutio s to meet the evolvi g eeds of hype scale a d AI data ce te custome s.”
NPO a chitectu es typically equi e substa tially highe optical cha el cou ts tha co ve tio al pluggable optical modules, ofte i teg ati g 16 o mo e cha els o a si gle device. As cha el cou ts i c ease, ma ufactu i g expe tise, p ocess co t ol, a d yield pe fo ma ce become i c easi gly c itical. Towe ‘s leade ship i high-volume Silico Photo ics ma ufactu i g a d its adva ced 200mm a d 300mm SiPho platfo ms p ovide the p ocess u ifo mity, high-yield pe fo ma ce, a d ich device offe i gs eeded to suppo t these i c easi gly complex desig s. The platfo m also e ables mo olithic i teg atio of multiple photo ic fu ctio s, i cludi g wavele gth divisio multiplexi g a d demultiplexi g o a si gle chip, e abli g i c eased fu ctio ality with compact size while optimizi g pe fo ma ce a d scalability.
“Give thei ma ket a d p oduct leade ship, I olight co ti ues to be a c itical tech ology pa t e fo Towe ’s silico photo ics oadmap as well as co e sto e ma ufactu i g custome ow ac oss fou of ou facilities, two i the US (Newpo t Beach Califo ia a d Sa A to io Texas) a d o e each i Is ael a d Japa ,” said D . Ma co Raca elli, P eside t, Towe Semico ducto . “By combi i g I olight’s i ovatio i optical co ectivity with Towe ‘s diffe e tiated Silico Photo ics tech ologies a d ma ufactu i g expe tise, we co ti ue to adva ce solutio s that add ess the dema ds of futu e optical etwo ks.”
Fo additio al i fo matio about Towe Semico ducto ’s SiPho platfo m, visit he e.
Fo additio al i fo matio about I olight, please visit he e.
About I olightI oLight is a wo ld leade i p ovidi g a wide a ge of high-speed optical solutio s fo optical commu icatio etwo ki g, especially fo AI a d Data Ce te applicatio s, with global footp i ts i Califo ia, Si gapo e, Thaila d, a d Taiwa a d Suzhou Chi a. Fo mo e i fo matio , please visit www.i olight.com.
About Towe Semico ducto Towe Semico ducto Ltd. (NASDAQ/TASE: TSEM) is a leadi g fou d y of high-value a alog semico ducto solutio s, se vi g g owi g ma kets i cludi g i dust ial, automotive, mobile, i f ast uctu e, medical, a d ae ospace & defe se. The compa y offe s a b oad po tfolio of adva ced a d i ovative a alog tech ologies, i cludi g silico photo ics (SiPho), SiGe, RF CMOS, CMOS image se so s, powe ma ageme t, a d mixed-sig al, suppo ted by wo ld-class desig e ableme t a d p ocess t a sfe se vices. Towe ope ates a global ma ufactu i g etwo k with 200mm a d 300mm fabs i Is ael, the U.S., Japa , a d Italy, p ovidi g custome s with scalable capacity a d multi-fab sou ci g. Lea mo e at: www.towe semi.com.
Safe Ha bo Rega di g Fo wa d-Looki g Stateme tsThis p ess elease i cludes fo wa d-looki g stateme ts, which a e subject to isks a d u ce tai ties. Actual esults may va y f om those p ojected o implied by such fo wa d-looki g stateme ts. A complete discussio of isks a d u ce tai ties that may affect the accu acy of fo wa d-looki g stateme ts i cluded i this p ess elease o which may othe wise affect Towe ’s busi ess is i cluded u de the headi g “Risk Facto s” i Towe ’s most ece t fili gs o Fo ms 20-F, F-3, F-4 a d 6-K, as we e filed with the Secu ities a d Excha ge Commissio (the “SEC”) a d the Is ael Secu ities Autho ity. Towe does ot i te d to update, a d exp essly disclaim a y obligatio to update, the i fo matio co tai ed i this elease.
###Towe Semico ducto Compa y Co tact: O it Shaha | +972-74-7377440 | o itsha@towe semi.comTowe Semico ducto I vesto Relatio s Co tact: Liat Av aham | +972-4-6506154 | liatav a@towe semi.com
