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Tower and Semtech expand SiGe partnership to scale power-efficient analog connectivity for data centers

What happened

Tower and Semtech have agreed to expand their 20-year partnership, with Semtech investing in securing dedicated silicon germanium (SiGe) capacity at Tower to support its strong design wins and demand for AI data-center optical interconnect components.

Impact and signal

Medium impactImpact score: 45/100

Affected components and suppliers

SiGe

Tower Semiconductor LtdSemtech Corp

SiGepartnershipdata center

Source and time

Source: Semiconductor Today · 10/14/2026 · View original source

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Tower and Semtech expand SiGe partnership to scale power-efficient analog connectivity for data centers

What happened

Impact and signal

Affected components and suppliers

Source and time

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