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Mahesh Marco

Research Analyst at Susquehanna Financial Group, LLLP

No publicly available information could be found confirming the existence of Mahesh Marco as an analyst or in any capacity at Susquehanna Financial Group, LLLP. There are no verifiable records, LinkedIn profiles, analyst rankings, career timelines, or mentions in industry directories matching this individual at the firm. As a result, no professional profile, performance metrics, or credential details can be provided for Mahesh Marco.

Mahesh Marco's questions to TOWER SEMICONDUCTOR (TSEM) leadership

Mahesh Marco's questions to TOWER SEMICONDUCTOR (TSEM) leadership • Q4 2024

Question

An analyst filling in for Mehdi Hosseini from Susquehanna Financial Group asked for elaboration on which business segments would perform above or below seasonality in Q1 and requested an update on the revenue timing for the 1.6T silicon photonics ramp.

Answer

CEO Russell Ellwanger stated that the 1.6T platform already contributed a 'reasonable amount' of revenue in Q4 2024 but did not provide specific timing for a material ramp in 2025. Regarding Q1 seasonality, he indicated that SiGe, SiPho, mixed-signal, and power management were stable, CIS was slightly stronger, and the most significant seasonal weakness was in the mobile segment.

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