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optical supply chain

Tower Semiconductor - Powering AI From Orbit (Pt.5)
Space Data Centers

Tower Semiconductor - Powering AI From Orbit (Pt.5)

Tower's SiGe BiCMOS + SiPho platform on 300mm wafers eliminates GFS's sole advantage, delivers 30% lower power than InP at 1/3 the cost with 85%+ yields, and cements TSEM as the dominant SiPh foundry for both hyperscale AI and Space DC deployments.
10 min read 16 Jun 2026
Notes: POET Technologies - The Optical Interposer Thesis
POET Technologies
13 min read 20 Apr 2026

Notes: POET Technologies - The Optical Interposer Thesis

POET’s Optical Interposer replaces costly active alignment with wafer-level pick-and-place packaging, opening AI optical engines to high-volume CMOS-scale manufacturing.

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