Core Viewpoint - The Tower Semiconductor is hosting the 2025 Global Technology Symposium (TGS 2025) in Shanghai, aimed at providing a platform for existing and potential customers to engage directly with the management and technical experts of Tower [2][4]. Agenda Summary - The event will commence with registration from 08:30 to 09:30, followed by an opening session led by Mrs. Rachel Xie, the China Country Manager [5]. - A keynote address will be delivered by Mr. Russell Ellwanger, CEO of Tower Semiconductor, from 09:45 to 10:30 [5]. - Dr. Marco Racanelli, President, will discuss market megatrends and Tower's technology solutions in RF mobile, infrastructure, power, and sensors from 10:30 to 11:15 [5]. - The agenda includes a lunch break from 12:00 to 13:30, after which Mr. Naoki Okada will present on Tower's design enablement services [5]. - Dr. Mete Erturk will cover power management technologies focusing on system efficiency and integration from 14:15 to 15:00 [6]. - The afternoon sessions will feature Dr. Benoit Dupont discussing OLEDoS displays and next-generation image sensor technologies, followed by Dr. Ed Preisler on foundry technologies for high-speed data transfer applications [6]. - The event will conclude with closing remarks from Mr. Lei Qin, Senior Vice President of Worldwide Sales [7].

MIGDAL HAEMEK, Israel, — July 30, 2025 - Tower Semiconductor, a leading foundry of high-value analog semiconductor solutions, announced today that it has been awarded the Best Supplier Award by Wisol, a key vendor of RF filters and modules used by global top-tier mobile phone manufacturers. Wisol supplies RF front-end module (FEM) devices based on Tower’s advanced 300mm RF SOI technology, produced at Tower’s facilities in Uozu, Japan and Agrate, Italy. The award recognizes Tower’s long-standing partnership ...

Company Overview - Tower Semiconductor is a leading foundry specializing in high-value analog semiconductor solutions, providing technology and process platforms for various markets including consumer, industrial, automotive, mobile, infrastructure, medical, and aerospace and defense [3]. Upcoming Earnings Release - Tower Semiconductor will release its second quarter 2025 earnings on August 4, 2025, and will hold a conference call to discuss the financial results and guidance for the third quarter 2025 at 10:00 a.m. Eastern Time [1]. Conference Call Details - The conference call will be accessible via the Investor Relations section of Tower Semiconductor's website, and participants must pre-register to receive dial-in details and a unique PIN [2]. The teleconference will be available for replay for 90 days [2]. Facilities and Capacity - Tower Semiconductor operates one 200mm facility in Israel, two 200mm facilities in the U.S., and two facilities in Japan (200mm and 300mm). The company also shares a 300mm facility in Italy with STMicroelectronics and has access to a 300mm capacity corridor in Intel's New Mexico factory [3].

Core Insights - Tower Semiconductor has received the Industry Paper Competition Award at the 2025 IEEE International Microwave Symposium for their paper on a low-loss, wideband RF switch technology, reinforcing their leadership in advanced RF front-end innovation [1][2]. Group 1: Award Recognition - The award highlights Tower's PCM RF switch as a significant innovation in RF switch technology, achieving a bandwidth of DC–110 GHz, insertion loss of less than 2 dB, power handling of 30 dBm, and a linearity improvement of 15–20 dB over RFSOI CMOS solutions [2][3]. Group 2: Technological Advancements - Tower's proprietary BEOL integration and integrated digital control enable ultra-low-loss wideband performance, simplifying implementation for end users and facilitating advanced circuits for applications such as 5G, future 6G, SatCom, beamforming, and millimeter-wave technologies [2][3]. Group 3: Company Overview - Tower Semiconductor is a leading foundry of high-value analog semiconductor solutions, focusing on technology and process platforms for various markets including consumer, industrial, automotive, mobile, infrastructure, medical, and aerospace and defense [4]. - The company operates multiple facilities globally, including locations in Israel, the U.S., and Japan, and provides design enablement and process transfer services to IDMs and fabless companies [4].

First Quarter 2025 Financial Results Conference Call Supporting Slides May 14, 2025 Safe Harbor This presentation contains forward-looking statements within the meaning of the "safe harbor" provisions of the Private Securities Litigation Reform Act of 1995. These statements are based on management's current expectations and beliefs and are subject to a number of risks, uncertainties and assumptions that could cause actual results to differ materially from those described in the forward-looking statements. A ...

Core Insights - The global wafer foundry industry experienced a 5.4% quarter-over-quarter decline in total revenue for Q1 2025, amounting to $36.403 billion, but showed a significant year-over-year growth of 24.8% [1] - The traditional seasonal slowdown in the wafer foundry industry was somewhat mitigated this year due to uncertainties in international conditions prompting downstream customers to stock up inventory and China's ongoing trade-in policy [1] Industry Performance - Despite facing seasonal challenges, the wafer foundry industry demonstrated resilience, with expectations for revenue growth in Q2 2025 driven by the launch of new smartphone models and stable demand from AI and HPC sectors [4] - The top ten global wafer foundries accounted for 97% of the market share in Q1 2025, with a total revenue of $36.403 billion [2] Company Rankings - TSMC led the market with a revenue of $25.517 billion in Q1 2025, despite a 5.0% decline from Q4 2024, maintaining a market share of 67.6% [2] - Samsung's revenue fell by 11.3% to $2.893 billion, resulting in a market share of 7.7% [2] - SMIC reported a slight revenue increase of 1.8% to $2.247 billion, raising its market share to 6.0% [2] - Vanguard's capacity utilization was above average due to customer stockpiling, while Tower Semiconductor faced significant seasonal impacts and did not benefit from China's subsidy policies [4]

Core Insights - Tower Semiconductor is participating in the International Microwave Symposium (IMS) 2025, showcasing its advanced RF & HPA technology platform and recent developments in RF switch technology [1] - The company, in collaboration with pSemi, has developed a white paper on a new wideband SPDT switch, which has been nominated for the Best Industry Paper Award at IMS2025 [1][2] Company Overview - Tower Semiconductor is a leading foundry specializing in high-value analog semiconductor solutions, serving various markets including consumer, industrial, automotive, mobile, infrastructure, medical, and aerospace and defense [4] - The company offers a range of customizable process platforms such as SiGe, BiCMOS, mixed-signal/CMOS, RF CMOS, and MEMS, focusing on sustainable impact through long-term partnerships and innovative technology [4] Product Highlights - The jointly developed SPDT switch features ultra-wideband performance from DC to 110 GHz with less than 2 dB insertion loss, and it supports digital control via integrated CMOS drivers [2] - The switch can handle up to 30 dBm of power and exhibits 15-20 dB better linearity performance compared to existing RFSOI CMOS SPDTs, making it suitable for advanced applications in 5G, future 6G, SatCom, and millimeter-wave technologies [2] Event Details - The presentation of the white paper will be conducted by Dr. Nabil El-Hinnawy on June 19, 2025, at 8:20 AM during the Innovative RF Switches session [3] - Attendees can meet with Tower's engineering team at booth 655 during the conference [3]

如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容来自 eenewseurope ，谢谢 。 专 业 代 工 厂 Tower Semiconductor Ltd. （ 位 于 以 色 列 米 格 达 勒 埃 梅 克 ） 首 席 执 行 官 Russell Ellwanger 表示，"五六个月前"放弃了在印度建设晶圆厂的计划。 参考链接 https://www.eenewseurope.com/en/tower-dropped-india-wafer-fab-project-in-2024-says-ceo/ 点这里加关注，锁定更多原创内容 在分析师电话会议上讨论 Tower 公司 2025 年第一季度稳定的财务业绩时，埃尔旺格表示，最近 有关阿达尼集团暂停这项 100 亿美元项目的报道并不属实。 "这（新闻报道）令人意外，因为我们停止了这个项目，而且大约五六个月前，我们根据自己的要 求退出了这个项目，"埃尔旺格说。"我们退出的理由非常充分，但出于保密考虑，我不便透露这些 理由，"他补充道。 埃尔旺格表示，Tower 公司在参与该项目期间从未向媒体发布过有关该项目的任何信息，因为从 未达成任何正式的继续推进协 ...

Group 1 - Tower Semiconductor Ltd. (NASDAQ: TSEM) reported a solid Q1 with revenue growth of almost 10% compared to the previous year [1] - Earnings exceeded estimates, indicating strong financial performance [1] - Management anticipates continued revenue growth quarter after quarter throughout the year [1]

Financial Data and Key Metrics Changes - In Q1 2025, Tower Semiconductor reported revenue of $358 million, a year-over-year increase of $31 million or 9% compared to Q1 2024 [17] - Net profit for Q1 2025 was $40 million, reflecting $0.36 basic and $0.35 diluted earnings per share, down from $45 million or $0.40 per share in Q1 2024 [18] - Gross profit and operating profit for Q1 2025 were $73 million and $33 million respectively, similar to the same quarter in 2024 [18] Business Line Data and Key Metrics Changes - RF Infrastructure revenue grew from 14% to 22% of total revenue, while Power increased from 10% to 18% of corporate revenue [8] - The silicon photonics segment is expected to double its revenue from approximately $105 million in 2024 within 2025 [27] - The power management segment is experiencing strong growth, particularly in the 300mm BCD platform, driven by new business in the handset market [12] Market Data and Key Metrics Changes - The overall market for silicon photonics is projected to grow at a CAGR of 49% over the next five years, driven by demand for 800G and 1.6T optical transceivers [9] - The handset market showed about 7% growth in 2024, but is forecasted to be flat in 2025, impacting RF SOI customers who are currently reducing inventories [11] Company Strategy and Development Direction - Tower Semiconductor aims for sequential revenue increases throughout 2025, with strong acceleration expected in the second half as multi-fab capacity investments complete customer qualifications [6] - The company is focusing on maintaining high market share in silicon photonics and silicon germanium technologies, while also investing in next-generation technologies [10] - Strategic investments include $300 million for equipment in the New Mexico fab and $500 million for the Italy fab, with additional investments planned for expanding capacity in Israel and Texas [19][20] Management's Comments on Operating Environment and Future Outlook - Management noted that while there is uncertainty in the market due to tariffs, they have not seen any pullback in orders and maintain flexibility in manufacturing across global locations [28][29] - The company is optimistic about the growth in RF infrastructure and power management, with expectations for a rebound in the machine vision sensor business in the second half of the year [13][15] Other Important Information - The balance sheet remains strong, with total assets of $3.1 billion and shareholders' equity reaching a record of $2.7 billion as of March 2025 [19] - The company has reaffirmed its target of $2.7 billion in annual revenue at full loading of existing fabs [21] Q&A Session Summary Question: Can you help us size the Envelope Tracking business revenue-wise today and expectations for the year? - Management indicated that the business has reached very high volumes, but specifics could not be disclosed due to customer confidentiality [24] Question: Can you talk about the tone of business from customers regarding tariffs? - Management noted that while there are discussions about tariffs, no impact has been seen on orders, and they have the ability to support customers from various global locations [28][29] Question: What are the expectations for the RF mobile business? - Management expects the RF mobile business to grow throughout the year, with Q1 being the lowest point [56] Question: When do you expect to see production shipments from the New Mexico fab? - Production shipments are expected to start in the third or fourth quarter of this year [86] Question: What is the outlook for silicon photonics and when will new platforms be in production? - New platforms are expected to see volume shipments in 2026, with a strong focus on maintaining market share [91]