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The YouTuber strongly recommends Tower Semiconductor as a leading specialty foundry in silicon photonics. They fabricate photonic integrated circuits at scale, with revenue from this segment more than doubling in 2025. The company has committed significant capital to expand capacity, with much of it already reserved and backed by customer prepayments, including a direct partnership with Nvidia.
“They are, by far, the leading foundry in silicon photonics. Revenue from that segment hit $228 million in 2025, more than doubling from the year before.” — ▶ 01:09:50