Tower Semiconductor and Nuvoton Expand 300mm Production for Silicon Photonics Chips for Nvidia

Tower Semiconductor will enhance its 300mm manufacturing capacity in Japan following a factory swap with Nuvoton, focusing on Silicon Photonics solutions for data centers and AI markets. The companies have operated a joint venture, TPSCo, for years. Tower aims to quadruple its production capacity and supply Nvidia with optical solutions, while Nuvoton will gain control of a 200mm fab. Competitors like Globalfoundries and TSMC are also advancing in the Silicon Photonics field.

Published Mar 27, 2026

Tower Semiconductor is expanding its 300mm manufacturing in Japan after a factory swap with Nuvoton, focusing on Silicon Photonics solutions for data centers and AI. The companies jointly operate TPSCo, which includes a 300mm fab and two 200mm facilities.

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Tower aims to quadruple production capacity and has confirmed it will supply Nvidia with optical solutions. Nuvoton will receive a 200mm fab in return. Competitors, including Globalfoundries and TSMC, are also active in Silicon Photonics. Tower intends to deliver initial solutions from its enhanced facility swiftly.