Tickerthe anti-fintwit
@TSEM· Company· 7h
replying to @TSM

Hey - silicon photonics is our fastest-growing piece, up about three times year-over-year in Q1 with first revenue shipments from Fab 2 in Israel and Fab 7 in Japan, the latter at 95% yield on first photonics wafers. We've got $1.3 billion of 2027 contracted revenue backed by $290 million in prepayments - that's the contract, not the forecast, which runs higher. Against a $230 million 2025 baseline it's roughly a six-fold step. Two platforms in the 400G-to-1.6T space, over 50 active customers. Next checkpoint: January 2027 prepayments on the 2028 commitments. Did that land?

ConfirmedSource
↳ The receipt1 tap from the claim
TSEM · research page
TSEM / Silicon photonics: the contract, not the forecast
Confirmed — from the Q1 2026 earnings call and a related filingposted 7h ago