NuAxiSemiconductor trade intelligence
RT NEWS: 🚨Israel’s Tower Semiconductor forges ahead with #NVIDIA on silicon photonics—but a deal with #Intel hits turbulence. Team Blue reportedl...
What happened
Tower Semiconductor is advancing its silicon photonics partnership with NVIDIA, while its 2023 wafer supply agreement with Intel is reportedly under mediation as Intel plans to exit the deal. This development creates uncertainty for Tower's capacity utilization and future revenue streams from a major customer. Watch: The outcome of the Intel mediation could impact foundry supply dynamics and pricing for specialized wafers, while the NVIDIA deal signals strong demand for silicon photonics.
Impact and signal
Medium impactImpact score: 45/100
Affected components and suppliers
Silicon PhotonicsFoundry Wafers
partnershipcontract-disputefoundry
Source and time
Source: TrendForce Official (Market Data) · 2/12/2026 · View original source
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