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Tower Semiconductor Teams up with Oriole to Advance AI Infrastructure and Networking with Nanosecond Optical Circuit Switching

Tower Semiconductor Teams up with Oriole to Advance AI Infrastructure and Networking with Nanosecond Optical Circuit Switching

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Towerโ€™s advanced silicon photonics platform enables optical networking innovation with high-speed optical circuit switching and transceivers for AI infrastructure

Tower Semiconductor, the leading foundry for high-value analog semiconductor solutions, and Oriole Networks, developer of the PRISM (Photonic Routing Infrastructure for Scalable Models) and PRISM Ultra networking platforms, announced their collaboration to deliver ultra-low, deterministic-latency networking for scale-up and scale-out AI architectures, built on Towerโ€™s mature silicon photonics platform.

As AI models continue to scale, requiring increasingly large clusters of processors, achieving high-radix networks with massive bandwidth and low latency becomes increasingly challenging. Leveraging Towerโ€™s advanced silicon photonics platform, Orioleโ€™s edge-switching architecture enables nanosecond optical circuit switching and a passive network core designed to deliver low and predictable tail latency with improved resiliency. Based on market reports by Dellโ€™Oro and LightCounting, the AI Networking market is expected to surpass $80B by 2030.

Tower Semiconductorโ€™s silicon photonics platform enables the integration of lasers, optical amplification, switching, high-speed modulation, and high-speed detection on a single platform, supporting Orioleโ€™s nanosecond optical circuit switching with fast tunability and high bandwidth for AI networking.

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โ€œWe are excited to expand our silicon photonics applications beyond traditional data center transceivers and into the network fabric itself,โ€ย said Dr. Ed Preisler, General Manager of RF Business Unit at Tower Semiconductor. โ€œOur joint work with Oriole is a key step toward bringing AI back-end networking to market that can scale clusters and break through todayโ€™s latency wall.โ€

The collaboration combines Orioleโ€™s networking technology with Towerโ€™s silicon photonics manufacturing platform to commercialize nanosecond optical circuit switching as a foundational building block of Orioleโ€™s network architecture.

โ€œThe exponential growth of AI is forcing the industry to rethink traditional electrical, packet-switched network infrastructure,โ€ย said James Regan, CEO of Oriole. โ€œTogether with Tower Semiconductor, weโ€™re developing nanosecond optical circuit switching technology designed to deliver a scalable AI fabric where scale-up and scale-out converge into a single, homogeneous, synchronous network. As models grow, legacy architectures hit a hard latency wall – while Orioleโ€™s low, deterministic latency simply steps over it.โ€

Tower Semiconductorโ€™s high-volume silicon photonics platform is optimized for high-speed optical interconnects and optical circuit switching, making Tower an ideal foundry partner for companies building next-generation AI infrastructure and data center networking.

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