Tower Semiconductor Ltd TSEM

Tower Semiconductor Ltd. opera como una fundición de semiconductores independiente centrada principalmente en tecnologías de procesos especializados. La empresa se enfoca en producir circuitos integrados (ICs) basados en las especificaciones de diseño de sus clientes. La empresa fabrica semiconductores para sus clientes principalmente basados en diseños de terceros. Ofrece geometrías de fabricación de procesos de 0.35, 0.50, 0.55, 0.60, 0.80 micrones y superiores en obleas de 150 milímetros, 0.35, 0.18, 0.16, 0.13 y 0.11 micrones en obleas de 200 milímetros, y 65 nanómetros y 45 nanómetros en obleas de 300 milímetros. También proporciona soporte de diseño y servicios técnicos. Los ICs de la empresa se incorporan en una variedad de productos en mercados que incluyen electrónica de consumo, computadoras personales, comunicaciones, automóviles, productos industriales y dispositivos médicos. La empresa tiene instalaciones de fabricación en Estados Unidos, Israel y Japón.

• GlobeNewswire Inc. 23 sept

  Tower Semiconductor to Showcase Technology Innovation and Industry Leadership at its 2026 Technical Global Symposium in the United States

  Tower Semiconductor announced its 2026 Technical Global Symposium scheduled for November 17, 2026, in Santa Clara, California. The event will bring together customers, partners, and industry leaders to explore technologies in AI infrastructure, high-performance computing, advanced connectivity, and intelligent sensing. The symposium will feature CEO keynote, executive panels with leaders from Google, Arista, Coherent, and Terahop, and technical sessions showcasing Tower's silicon photonics, SiGe, RF, power management, and sensor platforms.

  

• Zacks Investment Research 22 sept

  GFS Augments Photonics Portfolio: Will SMART Partnership Boost Growth?

  GlobalFoundries (GFS) has partnered with SMART Photonics to combine silicon and indium phosphide photonics manufacturing capabilities. The company reported 62% year-over-year revenue growth in communications infrastructure and data center in Q2 2026, driven by strong AI and optical networking demand. GFS is advancing 1.6-terabit and 3.2-terabit optical modules while producing 200-gigabit-per-lane technology, though financial contributions from the SMART partnership will take time to materialize.

  

• GlobeNewswire Inc. 17 sept

  NewPhotonics® and Tower Semiconductor Begin High-Volume Shipments of Laser-Integrated, Serviceable Optical Engine PICs for Scale-Out and Scale Up AI Interconnect

  NewPhotonics and Tower Semiconductor announced high-volume shipment of laser-integrated optical engine photonic integrated circuits (PICs) supporting data rates from 800G to 1.6T for AI infrastructure. The collaboration leverages Tower's PH18DA silicon photonics platform with heterogeneously integrated InP components, enabling monolithic integration of lasers, amplifiers, modulators, and detectors. Future 6.4T NPO solutions are planned for 1H27.

  

• GlobeNewswire Inc. 15 sept

  Tower Semiconductor to Highlight its High-Volume Silicon Photonics and SiGe Solutions for AI Infrastructure, Telecom and Emerging Applications at ECOC 2026

  Tower Semiconductor announced its participation in ECOC 2026 (September 21-23 in Malaga, Spain) where it will showcase its silicon photonics platform and SiGe BiCMOS solutions for AI infrastructure, datacenter, telecom, and emerging applications including near/co-packaged optics, DWDM lasers, optical circuit switching, and quantum computing.

  

• The Motley Fool 7 ago

  Here's Why Tower Semiconductor Stock Is Rocketing Higher Today

  Tower Semiconductor stock surged 10.85% after Bank of America initiated coverage with a buy rating and $367 price target, implying 63% upside. BofA highlighted Tower's market-leading position in silicon photonics for AI data centers, projecting SiPho revenue to double in 2026. The company reported record Q2 2026 revenue of $460M (+24% YoY) and net income of $91M (+95% YoY). However, the stock trades at a premium valuation of 88.8x trailing earnings versus its 5-year average of 17.3x.