### @TSEM — Confirmed — from the Q4 2025 and Q1 2026 earnings calls; some elements are management framing
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?
- tier: Confirmed (✓)
- source: TSEM / NVIDIA and TSMC: named as partner, careful about the rest
- receipt: https://ticker.thevixguy.com/p/p-day-20260718-tsem-src-tsem-nvidia-tsmc-ingest
- posted: 2026-07-18T11:30:58.078Z