Research analysts who have asked questions during TOWER SEMICONDUCTOR earnings calls.
CG
Cody Grant Acree
The Benchmark Company
4 questions for TSEM
Also covers: ATOM, INDI, SLAB +1 more
LT
Lisa Thompson
Unaffiliated Analyst
4 questions for TSEM
Also covers: DUO, MHH, NEXCF +1 more
RS
Richard Shannon
Craig-Hallum Capital Group LLC
4 questions for TSEM
Also covers: AEVA, ALAB, AMBA +21 more
Matthew Bryson
Wedbush Securities Inc.
2 questions for TSEM
Also covers: AXTI, DBD, SIMO +1 more
MH
Mehdi Hosseini
Susquehanna Financial Group
2 questions for TSEM
Also covers: AEIS, ALAB, AMAT +19 more
MM
Mahesh Marco
Susquehanna Financial Group, LLLP
1 question for TSEM
ND
Nicolas Doyle
Needham & Company, LLC
1 question for TSEM
Also covers: CRNC, LSCC, MX +9 more
Recent press releases and 8-K filings for TSEM.
Tower Semiconductor and Switch Semiconductor Announce Collaboration and New Product Launch
TSEM
Product Launch
New Projects/Investments
- On November 17, 2025, Tower Semiconductor and Switch Semiconductor announced a collaboration to deliver best-in-class efficiency for next-generation AI and server power systems.
- This collaboration introduces the SW2001, a high-efficiency, monolithic 12-V Point-of-Load (POL) buck regulator, designed on Tower's advanced 65nm BCD platform.
- The SW2001 targets demanding applications such as AI compute systems and servers, achieving up to 87% efficiency for 12 V-to-1 V conversion at 20 A load.
- Sampling for the SW2001 is scheduled to begin in Q1 2026, with volume production expected later in the year, addressing a monolithic power stages market projected to reach $3.73 billion by 2030 with a 10% CAGR.
Nov 17, 2025, 11:31 AM
Tower Semiconductor Announces New CPO Foundry Technology
TSEM
Product Launch
New Projects/Investments
- Tower Semiconductor announced the expansion of its 300mm wafer bonding technology to enable heterogeneous 3D-IC integration across its Silicon Photonics (SiPho) and SiGe BiCMOS processes.
- This new offering supports emerging applications such as Co-Packaged Optics (CPO), which combines Photonic ICs and Electronic ICs, addressing the growing market demand for compact, high-performance systems for data center applications.
- The company has collaborated with Cadence Design Systems to extend their Virtuoso Studio Heterogeneous Integration flow, providing full design tool support for the stacked platform technology.
Nov 12, 2025, 11:03 AM
Tower Semiconductor Reports Strong Q3 2025 Results and Significant Silicon Photonics Investment
TSEM
Earnings
Guidance Update
New Projects/Investments
- Tower Semiconductor reported Q3 2025 revenue of $396 million and net profit of $54 million, with diluted EPS of $0.47.
- The company provided Q4 2025 revenue guidance of $440 million, plus/minus 5%, which would represent a record.
- Silicon photonics (SiPh) revenue reached $52 million in Q3 2025, contributing to a projected full-year 2025 SiPh revenue above $220 million.
- An additional $300 million investment was announced for SiPh capacity expansion, bringing the total CapEx plan for SiPh and SiGe to $650 million, aiming for over 3X increase in SiPh shipment capacity by the second half of 2026.
- The Newport Beach Fab lease was extended by up to 3.5 years, requiring a $105 million upfront payment in Q4 2025.
Nov 10, 2025, 3:00 PM
Tower Semiconductor Announces Q3 2025 Financial Results and Q4 2025 Guidance
TSEM
Earnings
Guidance Update
- Tower Semiconductor reported revenue of $396 million and a net profit of $54 million for Q3 2025.
- Basic Earnings Per Share for Q3 2025 was $0.48, and Diluted Earnings Per Share was $0.47.
- The company provided Q4 2025 revenue guidance of $440 million, +/- 5%, which represents 14% year-over-year growth.
- As of September 30, 2025, cash and cash equivalents totaled $273 million, with total assets at $3,253 million and shareholders' equity at $2,833 million.
- Cash generated from operating activities during Q3 2025 was $139 million.
Nov 10, 2025, 3:00 PM
Tower Semiconductor and Xscape Photonics Unveil AI Datacenter Laser Platform
TSEM
Product Launch
New Projects/Investments
- Tower Semiconductor and Xscape Photonics have unveiled the industry's first optically pumped on-chip multi-wavelength laser platform for AI Datacenter Fabrics.
- This solution, built on Tower's PH18 Silicon Photonics platform, enables scalable optical fabrics for disaggregated AI clusters, simplifying design, reducing latency, and lowering component count for GPU-to-GPU and GPU-to-HBM optical links.
- The optical interconnect market for AI datacenters is projected to grow, with sales of optical transceivers and LPO/CPO for AI clusters expected to reach $10 billion in 2026 (double 2024 sales) and $20 billion by 2030.
Aug 25, 2025, 12:00 AM
Quarterly earnings call transcripts for TOWER SEMICONDUCTOR.
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