Tower Semiconductor, the leading foundry of high-value analog semiconductor solutions, and Salience Labs Limited, a leader in photonic solutions targeting connectivity for AI datacenter infrastructure, today announced a partnership to manufacture Photonic Integrated Circuit (PIC) based Optical Circuit Switches (OCS) for AI infrastructure. The collaboration leverages Tower's high-volume silicon photonics platforms, namely, PH18DA with integrated III-V lasers and TPS45PH, with low loss nitride waveguides. The partnership moves from development into pre-production phase, driving product readiness and at-scale deployment for AI data-center deployment.

AI workloads are driving unprecedented growth in data-center scale and network complexity, increasing the need for higher bandwidth, lower network latency and lower energy per bit across optical interconnects. OCS architecture provides an ideal alternative to the current OEO conversion-based Electronic Packet Switching (EPS) architecture by moving more connectivity and switching into the optical domain and minimizing electrical bottlenecks. According to Dell'Oro Group, data center switch spending in AI back-end networks will exceed $100 billion by 2030 due to a rise in deployments across scale-up, scale-out and scale across domains.