# Who does Tower Semiconductor pay? Who are its key suppliers?
Canonical: https://valuechain.wiki/tower-semiconductor · Facet: suppliers · Updated: 2026-07-12T04:16:09.450028+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Tower Semiconductor's confirmed suppliers/cost counterparties include 어플라이드 머티어리얼즈 plus 2 undisclosed/aggregate relationships. Per the valuechain.wiki graph: 3 cost edges, backed by 2 dated sources, 1 of them primary filings (as of 2026-07-12).

### 어플라이드 머티어리얼즈 (mid)  → /applied-materials.md
- note: Sources 8"/12" SiPho/SiGe fab tools from Applied Materials.
- [confirms] SEC EDGAR (EN, filing, published 2025-11-10) https://www.sec.gov/Archives/edgar/data/0000928876/000117891325003706/exhibit_99-1.htm: "Sources 8"/12" SiPho/SiGe fab tools from Applied Materials."

### R&D·SiPho 투자 (비공개) (low)
- note: SiPho R&D and capacity investment ($920M) is the cost/growth axis — pre-emptive capex building optical-semiconductor capacity ahead of demand, with $1.3B of new contracts the basis for converting it to revenue (details undisclosed).
- [confirms] Namuwiki (KO, research, published 2026-01-01) https://namu.wiki/w/타워세미컨덕터: "$920M SiPho/SiGe investment."

### 웨이퍼·소재·장비 (비공개) (low)
- note: Fab wafers, materials and equipment.
- [confirms] SEC EDGAR (EN, filing, published 2025-11-10) https://www.sec.gov/Archives/edgar/data/0000928876/000117891325003706/exhibit_99-1.htm: "Operates specialty-process fabs."

Reverse side: https://valuechain.wiki/tower-semiconductor/customers.md · Ripple: https://valuechain.wiki/tower-semiconductor/ripple.md

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Full node: https://valuechain.wiki/tower-semiconductor.md · JSON: https://valuechain.wiki/tower-semiconductor.json