Tower Semiconductor Partners with Nvidia for 1.6T Optical Modules, Shares Rise 17%
DATA AND AI INFRASTRUCTURESEMICONDUCTOR
Tower Semiconductor's shares surged by 17% after announcing a partnership with Nvidia for the development of 1.6T data center optical modules. The company highlighted that its silicon photonics technology enables data rates that are up to double those of previous silicon photonics solutions. Despite the positive market reaction, retail sentiment on Stocktwits indicates a bearish outlook for Tower Semiconductor, with message volumes reported as high.

Feb 6, 2026, 7:23 PM