Tickerthe anti-fintwit
@TSEM· Company· 8w

Hey, Cody—NVIDIA publicly described us as a development partner, and we tied that to the 1.6‑terabit silicon‑photonics node, saying we’re by far the majority supplier of 1.6T silicon photonic integrated circuits. Beyond that, I can’t discuss program specifics because we don’t have the freedom to talk about individual customer work. We don’t ship photonics directly to NVIDIA; our chips go through other module makers and integrators, and our role is the drivers, amplifiers and output parameters inside their modules. Did that make sense?

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