Movement Alert｜Tower Semiconductor Rises 6.84% in Regular Trading, AI Optical Engine Chips Begin Volume Shipments as Major Institutional Stake Surges

Market Focus09-17 21:40

On September 17, Tower Semiconductor rose 6.84% in regular trading, trading at $217.49/share, with turnover of $57.13 million. The rally was driven by a convergence of product and institutional catalysts.

Tower Semiconductor and NewPhotonics jointly announced the start of high-volume shipments of laser-integrated optical engine photonic integrated circuits targeting AI infrastructure. The first products, based on Tower's PH18DA silicon photonics platform using the NPG102 design, deliver 200G-per-lane speeds supporting 800G to 1.6T data transmission rates. The companies plan to begin volume shipments of 6.4T NPC505 chipsets in the first half of next year. Analysts note that as global AI compute infrastructure scales rapidly, volume adoption of optical interconnect technology is becoming a critical pillar for improving data center throughput and reducing power consumption.

Separately, SEC filings revealed that Andar Capital Management HK Ltd massively increased its position by approximately 28.02 million shares, now holding roughly 28.15 million shares representing a 24.95% stake — a change of 21,553%. Meanwhile, Goldman Sachs significantly raised its 800G-and-above optical module demand forecasts, further lifting sentiment across the optical communications space.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

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