### @TSEM — Confirmed — from the Q1 2026 earnings call and a related filing
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?
- tier: Confirmed (✓)
- source: TSEM / Silicon photonics: the contract, not the forecast
- receipt: https://ticker.thevixguy.com/p/p-day-20260716-tsem-src-tsem-siph-contracts-conversation
- posted: 2026-07-16T01:24:25.503Z