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Tower Semiconductor
Tower is the foundry-side way to play specialized analog and power manufacturing demand.
Metric timing
This page mixes live market data, trailing fundamentals, and latest reported statement data.
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Price, 1D change, market cap, and enterprise value are current market-based figures.
TTM / forward
Most valuation and margin cards are trailing twelve months, while forward P/E uses forward consensus.
Latest quarter / dividend cadence
Balance-sheet ratios use the latest reported quarter. Dividend cadence is inferred from recent payout history.
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Latest headlines
Recent company headlines. Each link opens the original article in a new tab.
Lumentum, Coherent Drop After Prominent AI Investor Sells Stakes
Lumentum Holdings and Coherent shares fell Monday after investor Leopold Aschenbrenner disclosed he exited stakes in the optical-networking companies.
Tower Semiconductor (TSEM) Signs $1.3B Silicon Photonics Customer Contracts for 2027 RevenueTower Semiconductor Ltd. (NASDAQ:TSEM) is one of the best performing semiconductor stocks so far in 2026. On May 13, Tower Semiconductor signed Silicon Photonics/SiPho customer contracts valued at $1.3 billion for 2027 revenue. The company has already secured $290 million in customer prepayments for capacity reservations from its largest clients. This initial commitment is backed […]
Why Tower Semiconductor (TSEM) Is Up 29.8% After $1.3 Billion Silicon Photonics Deals And Capacity PresalesIn May 2026, Tower Semiconductor reported strong first‑quarter 2026 results with higher margins year over year, guided to a record second‑quarter revenue of about US$455 million, and disclosed Silicon Photonics contracts worth US$1.30 billion for 2027 plus US$290 million in prepayments to secure future capacity. These long‑term Silicon Photonics commitments, backed by more than 50 active customers and growing wafer reservations into 2028, materially deepen Tower’s visibility into future...
Why Tower Semiconductor Stock Skyrocketed This WeekThe company had quite an impressive first quarter.
Optical stocks are booming. Here’s how to invest in one of the most explosive areas of tech.Investors are pouring money quickly into a new ETF that invests in companies involved with photonics and photolithography.
Stock Market Erases Gains As Oil Prices, Yields Jump; Cisco, Trump-Xi In Focus: Weekly ReviewThe stock market largely erased weekly gains Friday as oil prices and Treasury yields jumped. Cisco was an earnings winner. The Trump-Xi summit head few breakthroughs.
Why it could benefit going forward
- Tower is the foundry-side way to play specialized analog and power manufacturing demand.
- If mature-node capacity stays strategically important, Tower's role can become more valuable.
- It is useful when you want capacity exposure rather than betting on one chip catalog.
Moat / edge
- Specialized analog-process know-how.
- Customer relationships built around qualified manufacturing processes.
- A niche position where expertise matters more than sheer scale.
What to watch
- Capacity commitments and pricing.
- Utilization and margin trends.
- Exposure to data center, industrial, and auto demand.
Key risks
- Foundry demand can be cyclical and customer-specific.
- Smaller scale than the largest semiconductor manufacturers.
Business snapshot
Tower Semiconductor Ltd., an independent semiconductor foundry, provides technology, development, and process platforms for integrated circuits in the United States, Japan, rest of Asia, and Europe. The company provides customizable process technologies, including SiGe, SiPho, mixed signal CMOS, RF CMOS, CMOS image sensor, non-imaging sensors, wafers, and integrated power management. It also offers a design enablement platform for a design cycle, as well as transfer optimization and development process services to integrated device manufacturers and fabless companies. The company serves consumer applications, personal computers, communications, handsets and smartphones, automotive, industrial, aerospace, and medical devices. Tower Semiconductor Ltd. was incorporated in 1993 and is headquartered in Migdal Haemek, Israel