Tower Semiconductor Ltd. (TSEM)
Tower Semiconductor: Buy The Story, Respect The Risks
Tower Semiconductor Ltd. is positioned as a key specialty foundry beneficiary of the AI infrastructure buildout, particularly in silicon photonics and silicon germanium. TSEM's revenue and profit growth are accelerating, with significant capacity expansion underway and over 70% of new capacity reserved through 2028. Valuation is elevated (P/E 97, P/S 12), but ramped projections suggest a 2028 P/E of 20–25, assuming conservative utilization and excluding potential upside from Intel agreements.
Analog Century Management LP Acquires 101,654 Shares of Tower Semiconductor Ltd. $TSEM
Analog Century Management LP raised its stake in shares of Tower Semiconductor Ltd. (NASDAQ: TSEM) by 12.3% in the third quarter, according to its most recent 13F filing with the SEC. The fund owned 925,202 shares of the semiconductor company's stock after purchasing an additional 101,654 shares during the period. Tower Semiconductor makes
Tower Semiconductor: The Hidden AI Photonics Winner
Silicon photonics revenue more than doubled from $106 million in 2024 to $228 million in 2025 as hyperscaler AI demand accelerated optical networking adoption. Over 70% of new silicon photonics capacity through 2026 is already reserved through 2028, signaling strong structural demand visibility. The PH18 platform supports 100G, 400G, 800G, and emerging 1.6T optical transceivers used in next-generation AI data center networking.
Tower Semiconductor Q4: Capitalized On The AI Demand, Hold
Tower Semiconductor Ltd. reported mixed Q4 results, with strong AI-driven RF infrastructure growth but sequential sales decline and stretched valuation. RF Infrastructure, led by SiPho and SiGe chips, now comprises 27% of revenue, with SiPho up 115% y/y, driving margin expansion and profitability. TSEM boasts a robust balance sheet with $1.1B in liquidity and minimal debt and has pre-sold capacity through at least 2028, supporting long-term growth.
Tower Semiconductor Ltd. (TSEM) Q4 2025 Earnings Call Transcript
Tower Semiconductor Ltd. (TSEM) Q4 2025 Earnings Call Transcript
Tower Semiconductor shares held steady by strong silicon photonics demand, Wedbush says
Tower Semiconductor Ltd (TSEM) continues to see strong demand for its silicon photonics (SiPh) business, but the chipmaker's stock is approaching valuation levels that limit near-term upside, Wedbush analysts believe. Wedbush maintained a Neutral rating on TSEM with a 12-month price target of $125, slightly above the stock's Tuesday close of $120.67.
Tower Semiconductor Ltd. (TSEM) Q3 2025 Earnings Call Transcript
Tower Semiconductor Ltd. ( TSEM ) Q3 2025 Earnings Call November 10, 2025 10:00 AM EST Company Participants Noit Levi-Karoubi - Senior Vice President of Human Resources, Investor Relations & Corporate Communications Russell Ellwanger - CEO & Director Oren Shirazi - CFO & Senior VP of Finance Marco Racanelli - President Conference Call Participants Cody Acree Tavy Rosner - Barclays Bank PLC, Research Division Richard Shannon - Craig-Hallum Capital Group LLC, Research Division Mehdi Hosseini - Susquehanna Financial Group, LLLP, Research Division Lisa Thompson - Zacks Investment Research, Inc. Presentation Operator Good afternoon, ladies and gentlemen, and thank you for standing by.
Tower Semiconductor Ltd. (TSEM) Q2 2025 Earnings Call Transcript
Tower Semiconductor Ltd. (NASDAQ:TSEM ) Q2 2025 Earnings Conference Call August 4, 2025 10:00 AM ET Company Participants Noit Levy-Karoubi - Senior Vice President of Human Resources, Investor Relations & Corporate Communications Oren Shirazi - CFO & Senior VP of Finance Russell C.
Tower Semiconductor Q1: Solid Quarter, But It's A 'Wait And Watch' Stock
Tower Semiconductor Ltd. delivered solid Q1 results, beating earnings estimates and maintaining consistent, profitable growth despite industry headwinds. The company's strong balance sheet and geographic diversification insulate it from geopolitical risks, making it a safer long-term bet. RF Mobile revenue surged, and emerging opportunities in AI and photonics could drive future upside, though these are still developing segments.
Tower Semiconductor: Tariff Exemptions Arrive Just In Time
Tower Semiconductor is well-positioned to benefit from the recent tariff exemptions on semiconductors and the accelerating adoption of AI technology. TSEM's growth prospects are strong, with a forward EPS long-term growth of 28.30% and significant revenue growth, making it a great long-term buy. TSEM is trading at a significant discount compared to sector medians, with a forward PEG of 0.58x and forward EV/EBITDA of 5.30x.
Tower Semiconductor Ltd. (TSEM) Q4 2024 Earnings Call Transcript
Tower Semiconductor Ltd. (NASDAQ:TSEM ) Q4 2024 Earnings Conference Call February 10, 2024 10:00 AM ET Company Participants Noit Levi - Senior Vice President of Investor Relations and Corporate Communications Russell Ellwanger - Chief Executive Officer Oren Shirazi - Chief Financial Officer, Senior Vice President of Finance Conference Call Participants Cody Acree - Benchmark Bastien Faucon-Morin - SIG Richard Shannon - Craig Hallum Lisa Thompson - ZACKS Investment Research Matthew Bryson - Wedbush Operator Good day and thank you for standing by.
Tower Semiconductor forecasts upbeat quarterly revenue on steady demand for analog chips
Israeli contract chipmaker Tower Semiconductor forecast first-quarter 2025 revenue slightly above estimates on Monday, on expectations of resilient demand for its chips from the automobile sector.
