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    Nicola Doyle

    Research Analyst at Needham & Company, LLC

    Nick Doyle is an Equity Research Analyst at Needham & Company, LLC specializing in the Semiconductor industry, with a particular focus on Processor and Memory sub-industries. He covers companies such as Pixelworks, Magnachip Semiconductor, and Silicon Motion Technology, with published ratings and an average upside potential of over 60%, though recent analyst rankings show a modest performance track record. Doyle began his career as a Wealth Management Intern at LPL Financial in 2013, later working at UBS and Stifel Financial Corp. before joining Needham in May 2022. He holds a B.S. in Finance from George Mason University but professional credentials such as FINRA registration or securities licenses are not publicly confirmed.

    Nicola Doyle's questions to TOWER SEMICONDUCTOR (TSEM) leadership

    Nicola Doyle's questions to TOWER SEMICONDUCTOR (TSEM) leadership • Q3 2024

    Question

    Nicola Doyle from Needham & Company asked for more detail on the applications driving strong demand for active copper cables (ACC), questioning if the demand extends beyond a single customer or application. She also requested an explanation for how Fab 3's utilization is expected to increase by 20% from its current 65% level.

    Answer

    CEO Russell Ellwanger clarified that the bulk of silicon germanium revenue comes from TIAs and drivers for optical transceivers, with ACC being an incremental growth driver. He could not provide granular detail on specific customer applications for ACC. Regarding Fab 3, he explained the utilization increase will be achieved by relieving specific process bottlenecks through targeted equipment additions and repurposing, which is part of the announced $350 million investment plan, allowing the fab to better utilize its full photo capacity.

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