Tower半导体(TSEM)签署13亿美元硅光子(SiPho)业务订单盘前涨逾12%

金吾财讯

May 13

金吾财讯 | 高价值模拟半导体代工厂Tower Semiconductor(TSEM)周三宣布，已与其核心客户群签署了总额达13亿美元的硅光子(SiPho)业务合同，预计相关收入将于2027年集中释放。根据合同条款，Tower Semiconductor已收到客户支付的2.9亿美元产能预留预付款。公司透露，2028年的晶圆订单承诺规模将超过2027年，进一步的预付款项预计于2027年1月前到账。这些长期协议不仅巩固了公司在光连接市场的战略地位，也为其2028年实现28亿美元营收及7.5亿美元净利润的财务目标奠定了坚实基础。Tower Semiconductor首席执行官Russell Ellwanger表示，这些多年期承诺体现了客户对公司硅光子技术路线图的高度信任。随着AI基础设施建设加速，市场对高性能数据传输的需求日益迫切。公司目前正积极扩充全球多厂区产能，以支持从当前的大规模可插拔光收发器，到下一代近封装光组件(NPO)和共封装光学(CPO)解决方案的过渡。随着AI大模型对算力和带宽的需求呈指数级增长，硅光子技术已成为解决数据中心功耗与速率瓶颈的关键。Tower Semiconductor通过大规模产能预留和预付费模式，成功锁定了未来数年的增长可见性，这在半导体代工行业中具有显著的竞争优势。截至发稿，Tower Semiconductor美股盘前涨逾12%，最新报249.05美元，上涨12.78%。

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