NuAxiSemiconductor trade intelligence

Tower Semiconductor announces capacity expansion in Japan

What happened

Tower Semiconductor is expanding 300mm Silicon Photonics and SiGe capacity in Japan, targeting Q4 2027 production. Supported by the Japanese government, the expansion aims to meet long-term demand and achieve $3.6B revenue by 2028. Bullish for long-term supply security and company growth.

Impact and signal

Medium impactImpact score: 65/100

Affected components and suppliers

Silicon PhotonicsSilicon GermaniumAdvanced Packaging

Tower SemiconductorTPSCoPanasonic Semiconductor

capacity_expansionsilicon_photonicsgovernment_support

Source and time

Source: Evertiq · 7/20/2026 · View original source

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Tower Semiconductor announces capacity expansion in Japan

What happened

Impact and signal

Affected components and suppliers

Source and time

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