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Bipartisan lawmakers seek to ban Chinese optical transceivers from sensitive U.S. government systems over security concerns.
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Tower Semiconductor announced its 2026 Technical Global Symposium scheduled for November 17, 2026, in Santa Clara, California. The event will bring together customers, partners, and industry leaders to explore technologies in AI infrastructure, high-performance computing, advanced connectivity, and intelligent sensing. The symposium will feature CEO keynote, executive panels with leaders from Google, Arista, Coherent, and Terahop, and technical sessions showcasing Tower's silicon photonics, SiGe, RF, power management, and sensor platforms.
GlobalFoundries (GFS) has partnered with SMART Photonics to combine silicon and indium phosphide photonics manufacturing capabilities. The company reported 62% year-over-year revenue growth in communications infrastructure and data center in Q2 2026, driven by strong AI and optical networking demand. GFS is advancing 1.6-terabit and 3.2-terabit optical modules while producing 200-gigabit-per-lane technology, though financial contributions from the SMART partnership will take time to materialize.
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