The share price of Israeli chipmaker Tower Semiconductor Ltd. (Nasdaq: TSEM; TASE:TSEM) rose 14.6% on Thursday and Friday on Wall Street after weakening earlier in the week. Overall last week the stock rose 3.2% to $139, giving a market cap of a record $15.6 billion. On Thursday, Tower reported an intriguing collaboration with AI chip giant Nvidia. Tower, which manufactures chips that are required for components in data centers reported a collaboration with Nvidia to supply silicon photonics (SiPho) compo ...

Tower Semiconductor (TSEM) just grabbed the spotlight in the semiconductor sector with a strategic collaboration with NVIDIA Corporation (NVDA), aimed at advancing artificial intelligence (AI) data center infrastructure through next-generation silicon photonics. Under the deal announced on Feb. 5, Tower will scale AI infrastructure deployments with 1.6T data center optical modules optimized for NVIDIA’s networking protocols, potentially doubling data rates and addressing one of the most critical bottlenec ...

We recently published 10 Stocks Withstanding Market Turbulence. Tower Semiconductor Ltd. (NASDAQ:TSEM) was one of the best performers on Thursday. Tower Semiconductor grew its share prices by 6.43 percent on Thursday to close at $129.08 apiece as investors took heart from its partnership with Nvidia Corp. for the development of AI infrastructure with 1.6T data center optical modules. In a statement, Tower Semiconductor Ltd. (NASDAQ:TSEM) said that the optical modules are designed for Nvidia’s networking ...

Tower半导体(TSEM.US)盘前一度飙升超19%，现涨幅收窄至约4.3%，报126.47美元。消息面上，Tower 半导体宣布与英伟达合作开发用于AI数据中心的先进硅光子技术。这家以色列半导体代工厂将通过高 性能硅光子技术扩展AI基础设施部署，用于为英伟达网络协议设计的1.6T数据中心光学模块。据介绍， 其硅光子技术与之前的解决方案相比，数据传输速率最高可提升一倍，为光连接提供更高带宽，加速 AI应用性能。(格隆汇) ...

Core Insights - Tower Semiconductor is enhancing AI infrastructure with high-performance silicon photonics for 1.6T data center optical modules tailored for NVIDIA networking protocols, achieving up to double the data-rate compared to previous solutions, thus improving bandwidth and throughput for optical connectivity [1][2] Company Overview - Tower Semiconductor is a leading foundry specializing in high-value analog semiconductor solutions, focusing on technology, development, and process platforms across various markets including consumer, industrial, automotive, mobile, infrastructure, medical, and aerospace and defense [4] - The company emphasizes sustainable impact through long-term partnerships and innovative analog technology offerings, which include a wide range of customizable process platforms such as SiGe, BiCMOS, mixed-signal/CMOS, RF CMOS, CMOS image sensors, and photonics [4] Technology and Collaboration - The SiPho platform from Tower Semiconductor is optimized for high-speed optical interconnects, positioning the company as a key foundry for leading firms in AI infrastructure, data center networking, and advanced telecom [2] - NVIDIA recognizes the exponential growth of AI as a driver for the need for high-speed, scalable networking, collaborating with Tower Semiconductor to enhance AI infrastructure efficiency through next-generation silicon photonics [2]

Core Viewpoint - Tower Semiconductor is enhancing AI infrastructure with its advanced silicon photonics platform, which offers high-speed data transceivers for AI deployments, specifically designed for NVIDIA networking protocols, achieving up to double the data-rate compared to previous solutions [1][2]. Group 1: Company Developments - Tower Semiconductor is scaling AI infrastructure deployments with high-performance silicon photonics for 1.6T data center optical modules [1]. - The company is investing significantly in its SiGe and silicon photonics platforms to support industry-leading performance and scalability for next-generation data center architectures [2]. - Tower Semiconductor's SiPho platform is optimized for high-speed optical interconnects, positioning the company as an ideal foundry for AI infrastructure and data center networking [2]. Group 2: Industry Context - The exponential growth of AI is driving the demand for high-speed, scalable networking solutions to connect AI infrastructure [2]. - NVIDIA is collaborating with Tower Semiconductor to enhance the ecosystem, enabling more efficient AI infrastructure through next-generation silicon photonics [2]. Group 3: Company Overview - Tower Semiconductor is a leading foundry of high-value analog semiconductor solutions, providing technology and process platforms for various markets including consumer, industrial, automotive, and medical [4]. - The company operates multiple facilities globally, including locations in Israel, the U.S., and Japan, to support its manufacturing capabilities [4].

We came across a bullish thesis on Tower Semiconductor Ltd. on stocks subreddit by Confident-Cell-2549. In this article, we will summarize the bulls’ thesis on TSEM. Tower Semiconductor Ltd.'s share was trading at $138.93 as of January 28th. TSEM’s trailing and forward P/E were 76.66 and 51.28 respectively according to Yahoo Finance. Photo by Umberto on Unsplash Tower Semiconductor Ltd., an independent semiconductor foundry, provides technology, development, and process platforms for integrated circuits ...

The Tel Aviv Stock Exchange rose today. The Tel Aviv 35 Index rose 1.14% to 4,049.32 points - a new record, the Tel Aviv 125 Index rose 1.11% to 4,040.13 points; and the BlueTech Global Index rose 0.23% to 709.77 points. The All Bond corporate bond index rose 0.08% to 423.31 points. Turnover totalled NIS 4.66 billion in equities and NIS 4.14 billion in bonds. On the foreign exchange market, the representative shekel-dollar rate was set 0.194% higher from Friday, at NIS 3.101/$, and the representative shek ...

Company Overview - Tower Semiconductor is a leading independent semiconductor foundry focusing on analog and mixed-signal technologies, leveraging advanced process capabilities to meet specialized customer needs in high-growth markets [6] - The company generates revenue through wafer fabrication services and customizable process technologies, serving a diversified global customer base across various sectors including consumer electronics, automotive, and medical devices [9] Financial Performance - As of January 27, Tower Semiconductor's stock price was $132.62, with a market capitalization of $15.20 billion [4] - The company reported a trailing twelve months (TTM) revenue of $1.51 billion and a net income of $195.48 million [4] - In the third quarter, revenue rose to $396 million, a 6% sequential increase, with operating profit at $50.6 million and net profit reaching $54 million, or $0.48 per share [10] - Management has guided fourth-quarter revenue to approximately $440 million, indicating an 11% quarter-over-quarter increase [10] Investment Insights - Rockingstone Advisors established a new position in Tower Semiconductor, acquiring 45,100 shares valued at $5.30 million, representing 2.41% of its $219.49 million in reportable assets under management (AUM) [2][3] - Tower Semiconductor's shares have increased by 191.5% over the past year, significantly outperforming the S&P 500 by 175.40 percentage points [3] - The company's focus on analog, RF, and power management sectors suggests a business model with longer product life cycles and stronger customer relationships, making it a targeted investment rather than a momentum chase [11]

Core Insights - Tower Semiconductor will participate in the Susquehanna 15 Annual Technology Conference on February 26, 2026, providing an opportunity for investors to engage with company representatives [1][2]. Company Overview - Tower Semiconductor is a leading foundry specializing in high-value analog semiconductor solutions, serving various growing markets including consumer, industrial, automotive, mobile, infrastructure, medical, and aerospace and defense [3]. - The company offers a wide range of customizable process platforms such as SiGe, BiCMOS, mixed-signal/CMOS, RF CMOS, CMOS image sensors, non-imaging sensors, displays, integrated power management, photonics, and MEMS [3]. - Tower Semiconductor operates multiple facilities, including one in Israel and two in the U.S., as well as two in Japan, and has access to additional capacity through partnerships with STMicroelectronics and Intel [3].