Overview
- Shares jumped 16.99% Thursday to $166.08, touching a near 25‑year high, and are up more than 33% since Monday’s Oriole announcement.
- Tower and Oriole plan to deliver ultra‑low, deterministic‑latency networking by bringing nanosecond optical circuit switching onto Tower’s PH18 silicon photonics platform.
- Oriole’s CEO said the approach overcomes the latency wall facing legacy AI network architectures by enabling predictable, low tail latency at scale.
- Tower also introduced a Gen3 BCD power‑management platform featuring LDMOS to boost data‑center power efficiency, cut heat, and shrink die size, targeting a market seen growing from about $2.5 billion to more than $4.7 billion by 2031.
- Tower’s Salience Labs collaboration on optical circuit switching has advanced to pre‑production, while investors eye the May 13 earnings call after Q4 revenue of $440.21 million and adjusted EPS of $0.78 topped expectations; optical networking opportunities cited in coverage approach $80 billion by 2030.