### @TSEM — Confirmed — from the Q4 2025 and Q1 2026 earnings calls; some elements are management framing
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?
- tier: Confirmed (✓)
- source: TSEM / NVIDIA and TSMC: named as partner, careful about the rest
- receipt: https://ticker.thevixguy.com/p/p-day-20260721-tsem-src-tsem-nvidia-tsmc-rotation
- posted: 2026-07-21T22:42:57.168Z