Tower Semiconductor/$TSEM

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About Tower Semiconductor

Tower Semiconductor Ltd is a pure-play specialty foundry that manufactures semiconductors. As a pure-play foundry, it focuses on producing integrated circuits (ICs) based on the design specifications of customers. The company's line of integrated circuits is incorporated into markets, including consumer electronics, personal computers, communications, automotive, and industrial and medical device products. It produces ICs alongside wholly-owned subsidiaries through fabrication facilities located in Japan. The company has a geographical presence in the USA, Japan, Asia (other than Japan), and Europe.
Ticker
$TSEM
Sector
Semiconductors
Primary listing
NASDAQ
Employees
5,613
Headquarters
Migdal Haemek, Israel
Website
towersemi.com

TSEM Metrics

BasicAdvanced
$24B
82.27
$2.53
0.90
-

What the Analysts think about TSEM

Analyst ratings (Buy, Hold, Sell) for Tower Semiconductor stock.
Analyst projections of the future price of Tower Semiconductor stock.

Bulls say / Bears say

Tower Semiconductor signed customer contracts for $1.3 billion in silicon photonics revenue for 2027, including $290 million in advance payments for capacity reservations, underlining strong demand visibility in high-growth AI data-center markets (Reuters).
The company guided second-quarter revenue at $455 million, exceeding the $436.4 million consensus by over 4%, driven by robust demand for its analog and mixed-signal processors in AI data-center applications (Reuters via Investing.com).
A $3 billion Japan expansion, backed by $1 billion in METI grants, will accelerate 300 mm SiPho and SiGe capacity ramp and underpins new targets of $3.6 billion in 2028 revenue and $1.2 billion in net profit (Reuters).
GlobalFoundries has sued Tower Semiconductor in multiple U.S. courts and the ITC, alleging infringement of 11 patents and seeking to block imports of affected chips, exposing Tower to potential injunctions, damages and reputational harm (Reuters).
Tower’s $920 million capex plan to expand SiPho and SiGe capacity may necessitate debt or equity financing, risking dilution or unfavorable terms and straining cash flows if funding cannot be secured on acceptable terms (SEC).
Ongoing hostilities in Israel and the broader Middle East region pose operational disruption risks to Tower’s Israeli fabs and personnel, with escalations as recent as February 2026 threatening production continuity (SEC).
Data summarised monthly by Lightyear AI. Last updated on 8 Sept 2026.

TSEM Financial Performance

Revenues and expenses
Income statement
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
Net income
Profit margin

TSEM Earnings Performance

Company profitability
Earnings per share
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
Expected
Surprise

TSEM News

AllArticlesVideos

OpenLight and Tower Semiconductor Expand PH18DA Photonics Ecosystem to Accelerate Photonic IC Development

Business Wire1 month ago

Tower Semiconductor Q2 Earnings Call Highlights

MarketBeat1 month ago

Why Tower Semiconductor Stock Is Surging Today: TSEM Beats Q2 Earnings, Issues Strong Q3 Outlook

Benzinga1 month ago

Funds containing TSEM

AllEURGBPUSD
Funds
Fund name
Fund size
$TSEM weighting
iShares MSCI Global Semiconductors€SEC0
€5.1B0.30%
iShares MSCI Global Semiconductors£SEMI
£4.4B0.30%
Xtrackers MSCI World Ex USA€EXUS
€6.8B0.09%
Xtrackers MSCI World Ex USA£XMWX
£5.9B0.09%
SPDR MSCI World Technology€WTCH
€1.1B0.09%
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