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Tower Semiconductor (TSEM) Jumped, What Is Behind The Latest Attention?
Tower Semiconductor (TSEM) has just been added to the PHLX Semiconductor Sector Index, putting the foundry directly on the radar of index-tracking funds and benchmark-focused investors. Recent trading suggests Tower Semiconductor is still…
Mizuho bullish on Tower Semiconductor, points to AI optical growth
Investing.com -- Mizuho revealed Friday that it has started coverage of Tower Semiconductor with an Outperform rating and a $300 price target. Still guessing which names to buy? Our AI rebuilds its stock picks at the start of every month.…
Tower Semiconductor to Showcase Technology Innovation and Industry Leadership at its 2026 Technical Global Symposium in the United States
Tower Semiconductor MIGDAL HAEMEK, Israel, - Sept 23, 2026 - Tower Semiconductor (NASDAQ/TASE: TSEM), the leading foundry for high-value analog semiconductor solutions, today announced its 2026 Technical Global Symposium (TGS), to be held…
GFS Augments Photonics Portfolio: Will SMART Partnership Boost Growth?
GlobalFoundries Inc. GFS is expanding its presence in the photonics market through a new partnership with SMART Photonics. GFS is seeing accelerating demand for optical networking technologies, specifically in AI and data center applicatio…
Tower Semiconductor (TSEM): $1.3 Billion in Silicon Photonics Contracts Puts AI Growth in Focus
Tower Semiconductor Ltd. (NASDAQ:TSEM) is positioned to benefit from the rapid growth of optical connectivity as artificial intelligence (AI) infrastructure drives demand for faster and more efficient data transmission. In a September 18 r…
NVIDIA Just Named AI's Next Bottleneck—And These 3 Stocks Sit Right In It
Key Points Interested in Micron Technology, Inc.? Here are five stocks we like better. Micron sits second in high bandwidth memory with supply booked out for years and pricing power to match Coherent offers broad exposure to the silicon ph…
Tower Semiconductor Just Scored a New Bullish Rating. What to Know.
AI chip by 3Dsss via Shutterstock Barclays analyst Simon Coles says the recent pullback in Tower Semiconductor (TSEM) shares is an opportunity to load up on a quality name at a meaningful discount. In a research note this morning, Coles as…
Why Tower Semiconductor (TSEM) Is Up 5.4% After New AI-Focused Silicon Photonics Shipment Milestone
Tower Semiconductor and NewPhotonics recently reported high-volume shipments of laser-integrated photonic optical engines for AI infrastructure, built on Tower's PH18DA silicon photonics platform and supporting data rates from 800G to 1.6T…
Stocks making the biggest moves midday: Workday, Generac, Vital Farms, Vicor, Tower Semi & more
Check out some of the companies making the biggest moves midday: Workday — The cloud-based human resources software platform rose 5%. CNBC's David Faber reported that efforts to gain financing for a bid to take Workday private are continui…
NewPhotonics® and Tower Semiconductor Begin High-Volume Shipments of Laser-Integrated, Serviceable Optical Engine PICs for Scale-Out and Scale Up AI Interconnect
Tower Semiconductor Companies commercialize scale manufacturability of 800G to 1.6T PICs in external pluggable and CPX MSA compliant NPO socket pluggable solutions built on PH18DA platform designed for high-density monolithic laser integra…
Aeluma Announces Fourth Quarter and Full Fiscal Year 2026 Financial Results
Aeluma, Inc. Signed CHIPS Letter of Intent for up to $30 Million for AI and Advanced Computing Executed New Strategic Agreement With Sumitomo Chemical Advanced Technologies to Expand Relationship and Increase Wafer Capacity GOLETA, Calif.,…
SandiskCorp. (SNDK): AI Boom Fuels Attractive Storage Market Opportunity
Parnassus Investments, an investment management company, released the "Parnassus Growth Equity Fund" second-quarter 2026 investor letter. The letter can be downloaded here. During the quarter, the Fund (Investor Shares) returned 17.49% (ne…
Tower Semiconductor to Highlight its High-Volume Silicon Photonics and SiGe Solutions for AI Infrastructure, Telecom and Emerging Applications at ECOC 2026
Tower Semiconductor MIGDAL HAEMEK, Israel, September 15, 2026 – Tower Semiconductor (NASDAQ/TASE: TSEM), the leading foundry for high-value analog semiconductor solutions, today announced its participation in upcoming ECOC 2026, taking pla…
Intel leads chip stocks higher as broader market dips to start trading week
[Close-up of robotic probes and arms processing silicon wafer on illuminated conveyor in cyberpunk neon factory] J Studios/DigitalVision via Getty Images Intel (INTC [https://seekingalpha.com/symbol/INTC]) and most of the semiconductor sec…
Here Are Wednesday’s Top Wall Street Analyst Research Calls: Ally Financial, GitLab, GLOBAL FOUNDRIES, Martin Marietta Materials, Rocket Lab USA, Strategy, Toast, Tower Semiconductor, and More
Quick Read All major indices closed lower Tuesday as war tensions and rising oil prices drove the Russell 2000 down 1% and Nasdaq down 1%. The 30-year Treasury bond hit 5.27%, its highest yield since 2007, while Brent Crude surged 5% to $9…
The Firm That Filed a Bet Against Taiwan Semiconductor Then Launched a Foundry Fund Five Days Later
Quick Read Defiance ETFs filed a 2X short against TSM on August 26, then launched long foundry ETF AIFR just five days later at a 0.71% annual fee. Intel surged 265% over the past year while GlobalFoundries fell 12% in a month, exposing th…
Catalyst Watch: Nvidia blockbuster, Warsh at Jackson Hole, and the Humanoid Robot Games
[Stock market Exchanges Volume Leaders Digital Tableau interface background] bestsale Welcome to Seeking Alpha's Catalyst Watch - a breakdown of some of next week's actionable events that stand out. Read more about the events that may impa…
Semiconductor equipment: Who is best positioned as AI infrastructure spending broadens?
[3d rendering robotic arms with silicon wafers for semiconductor manufacturing] PhonlamaiPhoto/iStock via Getty Images INVESTORS SHOULD KNOW: Tightening U.S. export controls on advanced chips are reshaping competitive dynamics across the s…
United Microelectronics Falls 7%, Tower Semiconductor Sinks 10%, GlobalFoundries Drops 7% as AI Spending Fears Hit Foundries
Quick Read UMC and Tower Semiconductor dropped 7% and 10% on no company-specific news as AI capex fears triggered a broad foundry sector selloff. SOXX fell 6% while QQQ dropped just 2%, confirming the AI infrastructure trade, not broad tec…
Nvidia's Next AI Infrastructure Bet Is Scaling Fast
This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) is moving another critical piece of its AI infrastructure strategy into mass production, with its Spectrum-X co-packaged optics, or CPO, switches now ramping for scale-out depl…
3 Under-the-Radar Chip Stocks Wall Street Is Sleeping On in August
Quick Read NVTS surged 91% YTD on 800V AI data center momentum, while AOSL offers similar server-power exposure at just 8x forward earnings. Tower Semiconductor's silicon photonics business has $1.3B already contracted for 2027, supporting…
Tower Semiconductor to Participate in August and September Investor Conferences
Tower Semiconductor MIGDAL HAEMEK, Israel, August 12, 2026 – Tower Semiconductor (NASDAQ/TASE: TSEM), a leading foundry of high-value analog semiconductor solutions, today announced that its company representatives will participate in the…
Image source: The Motley Fool. DATE Tuesday, Aug. 4, 2026 at 8:30 a.m. ET CALL PARTICIPANTS Chief Executive Officer - Russell Ellwanger Chief Financial Officer - Oren Shirazi Full Conference Call Transcript Operator: Good day, and thank yo…
Lightwave Logic, Inc. Q2 2026 Earnings Call Summary
Lightwave Logic, Inc. Q2 2026 Earnings Call Summary - Moby Strategic Transition to Commercialization and AI Infrastructure Integration Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest an…
OpenLight, Tower Semi launch photonic PDK on Cadence tools
* OpenLight and Tower Semiconductor (TSEM [https://seekingalpha.com/symbol/TSEM]) have released a photonic Process Design Kit for Tower's PH18DA platform integrated into Cadence EDA tools. * Developed through close technical collaboration…
OpenLight and Tower Semiconductor Expand PH18DA Photonics Ecosystem to Accelerate Photonic IC Development
OpenLight's PDK is now available on Cadence's EDA tools, enabling PIC development on Tower's PH18DA InP-on-silicon photonics platform SANTA BARBARA, Calif. & MIGDAL HAEMEK, Israel, August 11, 2026--(BUSINESS WIRE)--OpenLight, a leader in h…
OpenLight and Tower Semiconductor Expand PH18DA Photonics Ecosystem to Accelerate Photonic IC Development
Tower Semiconductor OpenLight's PDK is now available on Cadence's EDA tools, enabling PIC development on Tower's PH18DA InP-on-silicon photonics platform SANTA BARBARA, Calif., and MIGDAL HAEMEK, Israel, - August 11, 2026 - OpenLight, a le…
Tower Semiconductor (TSEM) Stock Trades At A Premium On Earnings Despite Strong Returns
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Tower Semiconductor stock has delivered very strong returns over the past few years, yet on the current checks it still scre…
Tower Semiconductor (TSEM) As Record Q3 Guidance Tests The Undervalued Narrative
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Why Tower Semiconductor Stock Is Back in Focus After Q2 Results Tower Semiconductor (TSEM) is dra…
Tower Semiconductor (TSEM) Is Up 14.9% After Record Q3 Revenue Guidance And Profitability Gains - What's Changed
Tower Semiconductor recently reported past second-quarter 2026 results showing sales of US$460.08 million and net income of US$90.77 million, with both basic and diluted earnings per share from continuing operations increasing compared wit…
Here's Why Tower Semiconductor Stock Is Rocketing Higher Today
Ending the week on an auspicious note, TowerSemiconductor (NASDAQ: TSEM) stock is jumping higher this morning. Investors are rushing to click the buy button on Tower stock after a firm revealed a strongly bullish outlook for the semiconduc…
Tower Semiconductor Ltd. Q2 2026 Earnings Call Summary - Moby Strategic Performance Drivers and Operational Context Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you wh…
Tower Semiconductor Ltd (TSEM) (Q2 2026) Earnings Call Highlights: Record Revenue and Strategic ...
This article first appeared on GuruFocus. Revenue: $460 million, a record, up 11% quarter over quarter and 24% year over year. Gross Profit: $138 million, a record, reflecting a 30% gross margin, up 72% year over year. Operating Profit: $9…
TSEM: Tower Semiconductor Continues to Exceed Expectations as it Fills Insatiable Demand
By Lisa Thompson NASDAQ: TSEM READ THE FULL TSEM RESEARCH REPORT Tower (NASDAQ: TSEM) reported another stellar quarter, beating on revenues and earnings and guiding higher than street estimates for Q3, where they have good visibility. Mana…
Tower Semiconductor tops second quarter earnings and revenue expectations
Tower Semiconductor tops second quarter earnings and revenue expectations Proactive uses images sourced from Shutterstock Tower Semiconductor (NASDAQ:TSEM) has reported second quarter results above Wall Street expectations, including recor…