TSEM

Tower Semiconductor Ltd. (TSEM) | Rumor.io

Tower Semiconductor

TSEM

Attention (50-day avg)0.01%

Attention rank (50-day avg)#384

Bullish sentiment (50-day avg)95%

Price to earnings ratio88.1

Market capitalization25.5B

Earnings per share2.54

Dividend yield (TTM)—

Revenue (annual)1.6B

Net income (annual)218.8M

Social

What share of all stock conversation is about TSEM?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.03% +0.03	0.02% +0.01	0.01% -0.02	0.02% +0.02

Sep 25

Mizuho analyst initiates coverage on Tower Semiconductor ($TSEM) with an Outperform rating and sets a price target of $300.
The analyst expects the silicon photonics market to grow to $8.5 billion by 2029, with a 60% annual growth rate.
Tower Semiconductor is seen as a leading foundry for silicon photonics chips, with growing demand for optical connectivity in AI data centers driving long-term upside.

Generated by AI

Sentiment

Of the messages about TSEM that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	100% 0	100% +3.31	90.73% +1.75	90.7% -6.45
Bearish	0% 0	0% -3.31	9.27% -1.75	9.3% +6.45

Bullish· Aug 7

Tower Semiconductor has been initiated with a Buy rating by BofA Securities, with a price target of $367, based on its market-leading share in manufacturing SiPho PICs used for pluggable transceivers in AI data centers.
The analyst expects SiPho revenue to double in 2026E, with further growth in 2027E, and has a 62% EBITDA CAGR projected from 2025-28E.
Tower's Q2 revenue grew 24% year-over-year, with SiPho business year-over-year revenue already increasing from $180M to $680M, and the company is expected to break through $10B in Q4.

Bearish· May 13

The market is experiencing a pullback and base building in $TSEM, with the company potentially seeing a secondary or insider selling.
$TSEM's recent run may be unsustainable, with some analysts predicting a retest of the 254s level.
The company's $1.3B photonics contract for 2027 may have artificially inflated the stock price, with some traders questioning the legitimacy of the volume.

Generated by AI

Topics

Of the messages about TSEM that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	0%	17.89%	30.44%	51.43%
Technical Analysis	25.78%	17.1%	10.9%	13.4%
Macro	24.74%	28.38%	26.75%	26.02%
Earnings	24.74%	15.95%	12.02%	5.57%
Analysts	24.74%	20.62%	19.86%	3.05%
Controversies	0%	0.06%	0.04%	0.53%

Earnings· Aug 4

Tower Semiconductor $TSEM reported record Q2 revenue and profitability, with Q3 revenue guidance at a new company record of $520M ±5%.
The company posted adjusted EPS of $0.88 vs $0.76 est, with revenue of $460.079M vs $454.680M est, and raised Q3 sales guidance.
Tower Semiconductor sees Q3 revenue $520M, consensus $490.02M, with a 31% year-over-year growth, and plans to cross the $1 billion of SiPho revenue annual run rate in the fourth quarter of 2026.

Analysts· Mar 4

Tower Semiconductor (TSEM) is considered a hedge against risks in the foundry business by Morgan Stanley analyst Moore.
Moore prefers GlobalFoundries (GFS) over Intel (INTC) due to its proven know-how and manufacturing capability.
Intel's foundry business is seen as a high-risk investment by Moore, who does not see a clear positive catalyst path for the company.

Announcements· Jul 14

Tower Semiconductor (TSEM) is planning a $3B expansion in Japan to boost 300mm silicon photonics, silicon germanium, and advanced packaging capacity, with production readiness by Q4 2027.
The Japanese government will provide $1B in grants to support the project, and the company has already secured $1.3B of contracted SiPho revenue for 2027, with 70%+ of SiPho capacity reserved through 2028.
The expansion raises TSEM's 2028 target from $2.8B/$750M to $3.6B/$1.2B, and the company's stock surged 20% in premarket trading on the news.

Controversies· Mar 26

GlobalFoundries has filed patent infringement lawsuits against Tower Semiconductor, alleging the use of 11 of its U.S. process patents without permission.
The lawsuits, filed at the ITC and in Texas federal court, seek to block imports of chips made with the disputed technology and could restrict Tower's ability to import or sell affected products in the U.S.
The patents in question are related to smartphone and electronic device chip manufacturing, and the dispute could have significant implications for the global semiconductor industry.

Macro· Aug 17

The potential impact of the Chips Act funding and liquidity issues on companies like Intel, which may be delaying or abandoning acquisitions.
This could be a sign of broader liquidity challenges that could lead to a recession, as companies struggle to grow and invest.
The FED may be hoping for only moderate liquidity issues, but more severe challenges could have significant market implications.

Technical Analysis· Apr 14

Tower Semiconductor Ltd. ($TSEM) has been in a strong rally, with a multi-week run expected, based on its daily chart showing a tight and compressed formation above $200.
The stock has been building a massive base above $200, with minimal pullbacks after a significant run from $130 to $200, indicating a strong desire to move higher.
Technical indicators such as the 10-EMA retest and the RS Line new high before price suggest that $TSEM is poised for a potential breakout, with a flag pattern and a possible move above $210.

Generated by AI

Community

Of the messages about TSEM, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	99.28%	90.88%	76.31%	46.43%
Newcomers	0.72%	9.12%	23.69%	53.57%

Regulars· Aug 7

BofA Securities initiates coverage on Tower Semiconductor with a Buy rating and a price target of $367, citing the company's market-leading share in manufacturing SiPho PICs and expected revenue growth.
The analyst view on Tower Semiconductor remains bullish, driven by the company's leadership in SiPho and growing demand for AI optical connectivity, which is expected to drive long-term upside.
Tower Semiconductor's stock price has surged 11.6% recently, but the stock is still at risk of high volatility, and the analyst notes that institutional absorption continues, with 974 active funds rotating in alongside 93% EPS and 23.7% sales expansion.

Newcomers· Aug 10

New investors are focusing on the potential of $TSEM to benefit from increasing optical content in AI infrastructure spending.
Some newcomers are questioning why $TSEM is rising despite concerns about the FCC's impact on Chinese optical module companies.
The market is realizing that $TSEM's recent rally is due to its key role in silicon photonics manufacturing, with a technological moat and critical position in the industry.

Generated by AI

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 in favor with momentum-focused buyers, with a 1-day share price return of 6.07% and a 30-day share price gain of 10.80% following upbeat silicon photonics news and the PHLX inclusion, even though the 90-day share price return fell 9.83% and contrasts sharply...

3d agoYahoo Finance

Chip Stocks Rise After Two-Day Skid. Tower Semiconductor Among Leaders.

Chip stocks rebounded on Friday after declining for two straight days. Tower Semiconductor was among the leaders.

4d agoInvestor's Business Daily

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.

4d agoYahoo Finance

Why is Tower Semiconductor stock surging today?

4d agoInvesting.com

Tower Semiconductor plans $4bn Japan chip hub – report

5d agoYahoo Finance

This Tower Semiconductor Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Friday

Analysts initiated bullish coverage on TSEM, PGEN, SPTX, PDFS and CF, setting targets of $300, $12, $46, $60 and $162.

5d agoBenzinga

Also Discussed

Investors talking about TSEM also mention

#	Name	Attention
1	Lightwave Logic, Inc.LWLG	0%-0.01
2	Lumentum Holdings Inc.LITE	0.01%+0
3	MACOM Technology Solutions Holdings, Inc.MTSI	0%-0.05
4	Coherent Corp.COHR	0%-0.01
5	AXT Inc.AXTI	0.13%+0.05
6	GlobalFoundries Inc.GFS	0%0
7	Applied Optoelectronics IncAAOI	0.4%+0.06
8	MaxLinear, Inc.MXL	0%-0.01
9	Nova Ltd. Ordinary SharesNVMI	0%new
10	Amkor Technology IncAMKR	0.01%0

Tower Semiconductor Ltd.

Technology
Semiconductors

Tower Semiconductor Ltd. is an independent analog semiconductor foundry that manufactures integrated circuits for a broad range of global customers. The company specializes in high-value analog technologies, offering customizable process platforms such as SiGe, BiCMOS, silicon photonics, mixed-signal CMOS, RF CMOS, CMOS image sensors, non-imaging sensors, power management, non-volatile memory, MEMS, and display-related processes. Its manufacturing services support applications across consumer electronics, mobile devices, communications infrastructure, automotive systems, industrial equipment, medical technology, aerospace, and defense. Tower Semiconductor also provides design enablement tools and process transfer and optimization services, helping integrated device manufacturers and fabless companies bring products from design to volume production. The company operates fabrication facilities in Israel, the United States, Japan, and shares a 300mm facility in Italy, giving it a diversified production footprint serving customers in the United States, Asia, and Europe. Incorporated in 1993 and headquartered in Migdal Haemek, Israel, Tower Semiconductor plays a key role in the specialty and analog segment of the global semiconductor supply chain.

Website

Location

Ramat Gavriel Industrial Park

Migdal Haemek, 2310502

Israel

Social

What share of all stock conversation is about TSEM?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.03% +0.03	0.02% +0.01	0.01% -0.02	0.02% +0.02

Sep 25

Mizuho analyst initiates coverage on Tower Semiconductor ($TSEM) with an Outperform rating and sets a price target of $300.
The analyst expects the silicon photonics market to grow to $8.5 billion by 2029, with a 60% annual growth rate.
Tower Semiconductor is seen as a leading foundry for silicon photonics chips, with growing demand for optical connectivity in AI data centers driving long-term upside.

Generated by AI

Sentiment

Of the messages about TSEM that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	100% 0	100% +3.31	90.73% +1.75	90.7% -6.45
Bearish	0% 0	0% -3.31	9.27% -1.75	9.3% +6.45

Bullish· Aug 7

Tower Semiconductor has been initiated with a Buy rating by BofA Securities, with a price target of $367, based on its market-leading share in manufacturing SiPho PICs used for pluggable transceivers in AI data centers.
The analyst expects SiPho revenue to double in 2026E, with further growth in 2027E, and has a 62% EBITDA CAGR projected from 2025-28E.
Tower's Q2 revenue grew 24% year-over-year, with SiPho business year-over-year revenue already increasing from $180M to $680M, and the company is expected to break through $10B in Q4.

Bearish· May 13

The market is experiencing a pullback and base building in $TSEM, with the company potentially seeing a secondary or insider selling.
$TSEM's recent run may be unsustainable, with some analysts predicting a retest of the 254s level.
The company's $1.3B photonics contract for 2027 may have artificially inflated the stock price, with some traders questioning the legitimacy of the volume.

Generated by AI

Topics

Of the messages about TSEM that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	0%	17.89%	30.44%	51.43%
Technical Analysis	25.78%	17.1%	10.9%	13.4%
Macro	24.74%	28.38%	26.75%	26.02%
Earnings	24.74%	15.95%	12.02%	5.57%
Analysts	24.74%	20.62%	19.86%	3.05%
Controversies	0%	0.06%	0.04%	0.53%

Earnings· Aug 4

Tower Semiconductor $TSEM reported record Q2 revenue and profitability, with Q3 revenue guidance at a new company record of $520M ±5%.
The company posted adjusted EPS of $0.88 vs $0.76 est, with revenue of $460.079M vs $454.680M est, and raised Q3 sales guidance.
Tower Semiconductor sees Q3 revenue $520M, consensus $490.02M, with a 31% year-over-year growth, and plans to cross the $1 billion of SiPho revenue annual run rate in the fourth quarter of 2026.

Analysts· Mar 4

Tower Semiconductor (TSEM) is considered a hedge against risks in the foundry business by Morgan Stanley analyst Moore.
Moore prefers GlobalFoundries (GFS) over Intel (INTC) due to its proven know-how and manufacturing capability.
Intel's foundry business is seen as a high-risk investment by Moore, who does not see a clear positive catalyst path for the company.

Announcements· Jul 14

Tower Semiconductor (TSEM) is planning a $3B expansion in Japan to boost 300mm silicon photonics, silicon germanium, and advanced packaging capacity, with production readiness by Q4 2027.
The Japanese government will provide $1B in grants to support the project, and the company has already secured $1.3B of contracted SiPho revenue for 2027, with 70%+ of SiPho capacity reserved through 2028.
The expansion raises TSEM's 2028 target from $2.8B/$750M to $3.6B/$1.2B, and the company's stock surged 20% in premarket trading on the news.

Controversies· Mar 26

GlobalFoundries has filed patent infringement lawsuits against Tower Semiconductor, alleging the use of 11 of its U.S. process patents without permission.
The lawsuits, filed at the ITC and in Texas federal court, seek to block imports of chips made with the disputed technology and could restrict Tower's ability to import or sell affected products in the U.S.
The patents in question are related to smartphone and electronic device chip manufacturing, and the dispute could have significant implications for the global semiconductor industry.

Macro· Aug 17

The potential impact of the Chips Act funding and liquidity issues on companies like Intel, which may be delaying or abandoning acquisitions.
This could be a sign of broader liquidity challenges that could lead to a recession, as companies struggle to grow and invest.
The FED may be hoping for only moderate liquidity issues, but more severe challenges could have significant market implications.

Technical Analysis· Apr 14

Tower Semiconductor Ltd. ($TSEM) has been in a strong rally, with a multi-week run expected, based on its daily chart showing a tight and compressed formation above $200.
The stock has been building a massive base above $200, with minimal pullbacks after a significant run from $130 to $200, indicating a strong desire to move higher.
Technical indicators such as the 10-EMA retest and the RS Line new high before price suggest that $TSEM is poised for a potential breakout, with a flag pattern and a possible move above $210.

Generated by AI

Community

Of the messages about TSEM, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	99.28%	90.88%	76.31%	46.43%
Newcomers	0.72%	9.12%	23.69%	53.57%

Regulars· Aug 7

BofA Securities initiates coverage on Tower Semiconductor with a Buy rating and a price target of $367, citing the company's market-leading share in manufacturing SiPho PICs and expected revenue growth.
The analyst view on Tower Semiconductor remains bullish, driven by the company's leadership in SiPho and growing demand for AI optical connectivity, which is expected to drive long-term upside.
Tower Semiconductor's stock price has surged 11.6% recently, but the stock is still at risk of high volatility, and the analyst notes that institutional absorption continues, with 974 active funds rotating in alongside 93% EPS and 23.7% sales expansion.

Newcomers· Aug 10

New investors are focusing on the potential of $TSEM to benefit from increasing optical content in AI infrastructure spending.
Some newcomers are questioning why $TSEM is rising despite concerns about the FCC's impact on Chinese optical module companies.
The market is realizing that $TSEM's recent rally is due to its key role in silicon photonics manufacturing, with a technological moat and critical position in the industry.

Generated by AI

Tower Semiconductor

Social

Sep 25

Bullish· Aug 7

Bearish· May 13

Earnings· Aug 4

Analysts· Mar 4

Announcements· Jul 14

Controversies· Mar 26

Macro· Aug 17

Technical Analysis· Apr 14

Regulars· Aug 7

Newcomers· Aug 10

Tower Semiconductor (TSEM) Jumped, What Is Behind The Latest Attention?

Chip Stocks Rise After Two-Day Skid. Tower Semiconductor Among Leaders.

Mizuho bullish on Tower Semiconductor, points to AI optical growth

Why is Tower Semiconductor stock surging today?

Tower Semiconductor plans $4bn Japan chip hub – report

This Tower Semiconductor Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Friday

Also Discussed

Tower Semiconductor Ltd.

Company Information

Location

Tower Semiconductor (TSEM) Jumped, What Is Behind The Latest Attention?

Chip Stocks Rise After Two-Day Skid. Tower Semiconductor Among Leaders.

Mizuho bullish on Tower Semiconductor, points to AI optical growth

Why is Tower Semiconductor stock surging today?

Tower Semiconductor plans $4bn Japan chip hub – report

This Tower Semiconductor Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Friday

Also Discussed

Social

Sep 25

Bullish· Aug 7

Bearish· May 13

Earnings· Aug 4

Analysts· Mar 4

Announcements· Jul 14

Controversies· Mar 26

Macro· Aug 17

Technical Analysis· Apr 14

Regulars· Aug 7

Newcomers· Aug 10