Tower Semiconductor is investing up to $3 billion to expand its silicon photonics and advanced packaging operations in Japan. The plan includes reviving a shuttered Panasonic-era fab, designated Fab 6, to be production-ready for 300mm silicon photonics by late 2027. This expansion is supported by Japan's Ministry of Economy, Trade and Industry (METI) and aims to significantly increase Tower's revenue and net profit by 2028. AI
IMPACT Expansion of silicon photonics capacity could accelerate AI hardware development and deployment.
RANK_REASON Significant investment in semiconductor manufacturing infrastructure with government backing. [lever_c_demoted from significant: ic=1 ai=0.7]
- Arai fab
- Japan
- Meti
- NUVOTON TECHNOLOGY CORPORATION JAPAN
- Panasonic Holdings Corporation
- Rapidus Corporation
- Russell Ellwanger
- Tower Semiconductor Ltd.
- Toyama Prefecture
- TPSCo
- Uozu
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