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IQE and Tower sign InP epiwafer supply deal

What happened

IQE and Tower Semiconductor signed a multi-year agreement for InP epiwafers to support AI data center optical connectivity. The deal includes minimum purchase commitments and technology for 200Gbs/lane transceivers and 400Gbs/lane modulators. Bullish for IQE's volume visibility and Tower's supply security in the silicon photonics market.

Impact and signal

High impactImpact score: 88/100

Affected components and suppliers

InP EpiwafersSilicon Photonics Optical Transceivers

IQETower Semiconductor

supply_agreementoptical_connectivityAI_infrastructureInP_epiwafer

Source and time

Source: Electronics Weekly · 6/15/2026 · View original source

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IQE and Tower sign InP epiwafer supply deal

What happened

Impact and signal

Affected components and suppliers

Source and time

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