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Salience Labs and Tower Semiconductor Partner to Manufacture At-Scale Optical Circuit Switches for Next-Generation Data Centers
What happened
Salience Labs and Tower Semiconductor announced a partnership to manufacture Optical Circuit Switches (OCS) for AI data centers using Tower's silicon photonics platforms PH18DA and TPS45PH. This collaboration moves the technology from development to pre-production, aiming to address the growing bandwidth and latency demands of AI infrastructure. The deal signals a bullish outlook for silicon photonics capacity utilization in the AI sector.
Impact and signal
Low impactImpact score: 25/100
Affected components and suppliers
Tower SemiconductorSalience Labs Limited
partnershipAIsilicon-photonicsoptical-switch
Source and time
Source: EE Journal · 2/26/2026 · View original source
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