TOWER's $1.3 billion order is expected to ignite silicon photonics—Is this a structural turning point for AI computing power?
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Under the nearly stringent requirements for low latency, low power consumption, and large-scale scalability demanded by AI large models (LLMs) on cluster bandwidth, optical modules—the "nerve endings" of data center internal communications—are facing unprecedented pressure for technological iteration. Tower Semiconductor recently announced a $1.3 billion
