Tower半导体（TSEM）今日盘前股价大涨6.08%，引起了市场的广泛关注。
消息面上，公司宣布推出高性能硅光技术，以扩大AI基础设施的部署规模。该技术适配英伟达网络协议标准的1.6T数据中心光模块，数据传输速率较前代翻倍，显著提升光连接带宽和吞吐量，从而优化AI基础设施性能。公司首席执行官Russell Ellwanger表示，该技术旨在满足数据中心和AI应用的严格需求，公司持续在相关平台投入资源，以赋能产业生态。
此外，英伟达网络业务高级副总裁Gilad Shainer透露，英伟达正与Tower半导体合作，通过下一代硅光技术提升AI基础设施效率，加速AI应用规模化落地。这一技术发布和与行业巨头的合作，增强了市场对公司未来增长前景的信心。
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