Tag Archives: Semiconductor

Cinematic trading floor screens showing Tower Semiconductor TSEM stock alongside optical data streams

Tower Semiconductor (TSEM): Inside the Silicon Photonics Bet

AI Chips, Photonics

Tower Semiconductor (TSEM): Inside the Silicon Photonics Bet 1. Introduction For most of its history, Tower Semiconductor was a company investors filed under “specialty analog foundry” and then stopped thinking about. It made image sensors, power management chips, and radio frequency components in older fabs nobody would confuse with a leading-edge logic megafab. In 2022…

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Silicon photonics wafer glowing with optical light beams inside a semiconductor foundry

GlobalFoundries (GFS): Silicon Photonics and the Quantum Foundry Bet

AI Chips, Photonics, Quantum Computing

GlobalFoundries (GFS): Silicon Photonics and the Quantum Foundry Bet Every technology ecosystem needs a foundation, and in semiconductors that foundation is the foundry: the company that actually manufactures the chips others design. GlobalFoundries (Nasdaq: GFS) has spent years as the quiet builder in that role, the third-largest pure-play foundry in the world behind Taiwan Semiconductor…

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