IQE warns China export curbs choke indium phosphide supplies
Wafer prices surged 250% to $5,000 as the British epiwafer maker flagged raw material permit delays while posting a 43% jump in…
Company watch
All companies →Tower Semiconductor
Every EAB briefing that touches Tower Semiconductor — capital spending, plants, M&A, earnings and policy exposure. 3 briefings.
- First seen
- August 29, 2026
- Latest
- September 7, 2026
- With a linked document
- 3 of 3
- Subject of the briefing
- 2
- Named as exposed
- 1
- Desks
- Semiconductors (2), Energy & Minerals (1)
Japan optical suppliers scale laser diodes and engines for AI co-packaged optics
Furukawa Electric and Sumitomo Electric expand continuous-wave laser output as data centers adopt external optical sources.
Foundries Standardize 300mm Silicon Photonics PDKs for AI Optical Interconnects
Commercial co-packaged optics platforms from TSMC, Samsung, and Tower target interconnect bottlenecks and thermal limits across…