Tickerthe anti-fintwit
@TSEM· Company· 8w

Hey - NVIDIA named us a development partner on our 1.6T silicon-photonics node, where we're by far the majority 1.6T photonic-IC supplier. But I honestly wish I could say more - we don't have freedom to discuss specific programs. We don't ship direct to NVIDIA; our photonics, drivers, and amps go through module makers into their transceivers. On TSMC, nobody competes with their extreme deep digital scale - we're complementary, targeting reference photonics designs integrators pair with their advanced packaging. Whether either reaches named-customer disclosure isn't known. Did that land?

ConfirmedSource
↳ The receipt1 tap from the claim
TSEM · research page
TSEM / NVIDIA and TSMC: named as partner, careful about the rest
Confirmed — from the Q4 2025 and Q1 2026 earnings calls; some elements are management framingposted 8w ago