Research analysts who have asked questions during TOWER SEMICONDUCTOR earnings calls.
CG
Cody Grant Acree
The Benchmark Company
6 questions for TSEM
Also covers: ATOM, INDI, SLAB +1 more
LT
Lisa Thompson
Unaffiliated Analyst
6 questions for TSEM
Also covers: DUO, MHH, NEXCF +1 more
MH
Mehdi Hosseini
Susquehanna Financial Group
4 questions for TSEM
Also covers: AEIS, ALAB, AMAT +21 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
TR
Tavy Rosner
Barclays
2 questions for TSEM
Also covers: DOX, KRNT, MGIC +3 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
Tyler
Baird
1 question for TSEM
Also covers: NVTS
Recent press releases and 8-K filings for TSEM.
Tower Semiconductor and Salience Labs Partner for Optical Circuit Switches
TSEM
New Projects/Investments
Product Launch
- On February 25, 2026, Tower Semiconductor and Salience Labs Limited announced a partnership to manufacture Photonic Integrated Circuit (PIC) based Optical Circuit Switches (OCS) for AI infrastructure.
- This collaboration leverages Tower's high-volume silicon photonics platforms to deliver ultra-low latency, high-bandwidth, and lower-power optical connectivity for AI clusters.
- The partnership is moving from development into the pre-production phase, aiming for at-scale deployment for AI data centers.
- This initiative targets the AI back-end network market, where data center switch spending is projected to exceed $100 billion by 2030.
3 days ago
Tower Semiconductor and Salience Labs Partner for AI Data Center Optical Switches
TSEM
New Projects/Investments
Product Launch
- Tower Semiconductor and Salience Labs Limited announced a partnership to manufacture Photonic Integrated Circuit (PIC) based Optical Circuit Switches (OCS) for AI infrastructure.
- The collaboration leverages Tower's high-volume silicon photonics platforms and is moving into the pre-production phase for at-scale deployment in AI data centers.
- This initiative targets the growing demand for ultra-low latency, high-bandwidth, and lower-power optical connectivity for AI clusters, a market where data center switch spending in AI back-end networks is expected to exceed $100 billion by 2030.
3 days ago
Tower Semiconductor and Scintil Photonics Announce Availability of Integrated DWDM Lasers for AI Infrastructure
TSEM
Product Launch
New Projects/Investments
- Tower Semiconductor and Scintil Photonics announced the availability of the world's first heterogeneously integrated Dense Wavelength Division Multiplexing (DWDM) laser sources for AI infrastructure.
- This technology leverages Scintil's SHIP™ platform and Tower's high-volume silicon photonics platform to enable next-generation AI infrastructure with increased bandwidth density and lower energy consumption.
- The product, LEAF Light™, has been validated on Tower's production lines, establishing a path from evaluation to high-volume manufacturing for hyperscale deployment.
Feb 17, 2026, 11:01 AM
Tower Semiconductor and Scintil Photonics Announce Availability of DWDM Lasers for AI Infrastructure
TSEM
Product Launch
New Projects/Investments
- Tower Semiconductor and Scintil Photonics announced the availability of the world's first heterogeneously integrated Dense Wavelength Division Multiplexing (DWDM) laser sources for AI infrastructure.
- This innovation utilizes Scintil's SHIP™ technology, validated on Tower's high-volume silicon photonics platform, to create LEAF Light™, the industry's first DWDM-optimized integrated laser source.
- LEAF Light™ is designed to meet the demanding requirements of next-generation AI infrastructure, offering increased bandwidth density, ultra-low tail latency, and lower energy per bit for Co-Packaged Optics (CPO).
- The partnership leverages Tower Semiconductor's multi-site silicon photonics manufacturing footprint to ensure resilient capacity and supply continuity for high-volume hyperscale deployment, establishing a path from qualification to volume manufacturing.
Feb 17, 2026, 11:00 AM
Tower Semiconductor Reports Strong Q4 and Full Year 2025 Results, Unveils Ambitious 2028 Financial Model
TSEM
Earnings
Guidance Update
New Projects/Investments
- Tower Semiconductor reported Q4 2025 revenue of $440 million, an 11% quarter-over-quarter and 14% year-over-year growth, with a net profit of $80 million (18% net margin) and diluted EPS of $0.70. For the full year 2025, revenue reached $1.57 billion, a 9% increase from 2024, with net profit of $220 million and diluted EPS of $1.94.
- Key growth drivers in 2025 included RF infrastructure, which saw a 75% revenue increase year-over-year, primarily due to silicon photonics in 800G and 1.6T pluggable transceivers. Silicon germanium and silicon photonics revenues combined represented 27% of corporate revenues ($421 million).
- The company introduced an updated financial model targeting $2.84 billion in annual revenue and $750 million in net profit (26.4% net margin) by calendar year 2028. This model is supported by a total CapEx plan of $920 million to expand capacity for SiPho and 5G demand.
Feb 11, 2026, 3:00 PM
Tower Semiconductor Announces Q4 and Full Year 2025 Financial Results
TSEM
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Tower Semiconductor reported Q4 2025 revenue of $440 million and a net profit of $80 million.
- For the full fiscal year 2025, the company achieved revenues of $1.566 billion and a net profit of $220 million.
- The company demonstrated sequential quarterly revenue growth throughout 2025, with revenues increasing from $358 million in Q1'25 to $440 million in Q4'25.
- Tower Semiconductor provided Q1 2026 revenue guidance of $412 million, plus or minus 5%, which represents 15% year-over-year growth. The company also targets quarter-over-quarter revenue and profitability increases throughout 2026.
Feb 11, 2026, 3:00 PM
Tower Semiconductor Reports Strong Q4 and Full-Year 2025 Results, Unveils Ambitious 2028 Financial Model
TSEM
Earnings
Guidance Update
New Projects/Investments
- Tower Semiconductor reported Q4 2025 revenue of $440 million, an 11% quarter-over-quarter and 14% year-over-year growth, with a net profit of $80 million. For the full year 2025, revenue reached $1.57 billion, a 9% increase from 2024, with net profit of $220 million and diluted EPS of $1.94.
- The company's growth in 2025 was significantly driven by RF infrastructure, which saw a 75% revenue increase over 2024, and Silicon Photonics (SiPho) revenues, which grew to $228 million from $106 million in 2024.
- Tower Semiconductor announced an updated financial model targeting $2.84 billion in annual revenue and $750 million in net profit by calendar year 2028, reflecting 26.4% net profit margins. This model is supported by an additional $270 million CapEx investment, bringing the total to $920 million, to expand capacity, particularly for SiPho, aiming for greater than 5x the Q4 2025 SiPho wafer shipments by Q4 2026.
- For Q1 2026, the company guides for mid-range revenue of $412 million, representing a 15% increase compared to the start of 2025, and targets quarter-over-quarter revenue and profitability growth throughout 2026.
Feb 11, 2026, 3:00 PM
TOWER SEMICONDUCTOR Announces Strong Q4 and Full Year 2025 Results and Raises 2028 Financial Targets
TSEM
Earnings
Guidance Update
New Projects/Investments
- Tower Semiconductor reported Q4 2025 revenue of $440 million, marking 11% quarter-over-quarter and 14% year-over-year growth, with a net profit of $80 million. For the full year 2025, revenue reached $1.57 billion, a 9% increase from 2024, and net profit was $220 million.
- Growth was significantly driven by RF infrastructure, which saw a 75% revenue increase in 2025 over 2024, and Silicon Photonics (SiPho) revenues alone grew to $228 million in 2025 from $106 million in 2024.
- The company announced an additional $270 million CapEx investment, bringing the total plan to $920 million, aimed at expanding capacity, particularly for SiPho, targeting greater than 5x the Q4 2025 monthly SiPho wafer shipments. This supports a revised financial model for 2028, targeting $2.84 billion in annual revenue, $750 million in net profit, and a 26% net profit margin. For Q1 2026, the company guides mid-range revenue to be $412 million (±5%).
Feb 11, 2026, 3:00 PM
Tower Semiconductor Reports Record Q4 2025 Revenue and Announces Additional SiPho Cap-Ex Investment
TSEM
Earnings
Guidance Update
New Projects/Investments
- Tower Semiconductor reported record revenue of $440 million for the fourth quarter of 2025, marking a 14% year-over-year increase and 11% quarter-over-quarter growth. Net profit for the quarter was $80 million, resulting in $0.71 basic and $0.70 diluted earnings per share.
- For the full year 2025, revenue reached $1.57 billion, up 9% from 2024, with a net profit of $220 million and $1.97 basic and $1.94 diluted earnings per share.
- The company provided Q1 2026 revenue guidance of $412 million, with a 5% range, reflecting an anticipated 15% year-over-year increase.
- An additional $270 million Cap-Ex investment was announced for SiPho capacity and capabilities, bringing total SiPho and SiGe investments to $920 million, targeting over 5X the Q4 2025 SiPho wafer monthly shipments capacity by December 2026, with significant customer commitments.
- Intel has indicated its intention not to proceed with the September 2023 300mm wafer manufacturing agreement, and the companies are in mediation, with customers being redirected to Tower's Fab7 in Japan.
Feb 11, 2026, 12:04 PM
Tower Semiconductor Teams with NVIDIA to Advance AI Infrastructure
TSEM
New Projects/Investments
- Tower Semiconductor announced a collaboration with NVIDIA to advance AI infrastructure using 1.6T data center optical modules.
- This partnership leverages Tower's advanced Silicon Photonics (SiPho) platform to enable high-speed data transceivers for AI deployments.
- The technology is designed to double the data-rate of prior silicon photonics solutions, increasing bandwidth and throughput for optical connectivity to accelerate AI application performance.
Feb 5, 2026, 11:30 AM
Quarterly earnings call transcripts for TOWER SEMICONDUCTOR.
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