TOWER SEMICONDUCTOR (TSEM) Company Report

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

Earnings Transcripts

Quarterly earnings call transcripts for TOWER SEMICONDUCTOR.

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