Tower Semiconductor and Switch Semiconductor announced the SW2001 on November 17, 2025. The 12‑V to 1‑V monolithic buck regulator is built on Tower’s 65‑nm BCD platform and incorporates Switch’s Novo‑Drive gate‑driver technology and LDMOS devices, delivering up to 87 % efficiency at a 20‑A load.
The SW2001 is packaged in a 3 × 4 mm, 21‑lead module. Its low on‑resistance LDMOS transistors and integrated gate‑driver circuitry reduce switch‑node overshoot and radiated emissions, making it well suited for high‑density servers, AI accelerators, cloud storage, and telecom power‑management applications.
By entering the high‑efficiency power‑management segment, Tower expands its product line into a market projected to reach $3.73 billion by 2030. The SW2001’s performance advantages position Tower to capture a larger share of this market, potentially boosting revenue and margin in the power‑management business.
Tower’s Q3 2025 results showed revenue of $396 million, a 7 % year‑over‑year increase, and net profit of $54 million. The growth was driven by strong demand in RF infrastructure and silicon photonics, which are core to Tower’s high‑margin strategy. The SW2001 launch complements this momentum by adding a high‑margin, high‑growth product to the portfolio.
CEO Russell Ellwanger emphasized that the new product line supports Tower’s strategy to meet rising demand for AI infrastructure and to leverage its mature BCD platform for high‑margin solutions. He noted that the SW2001’s efficiency translates directly into lower operating costs for data‑center operators, reinforcing Tower’s competitive moat in the analog‑intensive semiconductor space.
Analysts highlighted the product’s efficiency and the company’s strong financials, noting that the SW2001 launch signals Tower’s continued focus on high‑margin, high‑growth segments. The announcement aligns with the company’s broader investment in silicon photonics and RF infrastructure, which have driven recent earnings growth.
The SW2001 launch positions Tower Semiconductor to capitalize on the expanding AI and data‑center power markets, reinforcing its strategy to deliver high‑efficiency, high‑margin solutions built on its proven BCD platform.
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