Tower半导体(TSEM.US)盘前一度飙升超19%，现涨幅收窄至约4.3%，报126.47美元。消息面上，Tower 半导体宣布与英伟达合作开发用于AI数据中心的先进硅光子技术。这家以色列半导体代工厂将通过高 性能硅光子技术扩展AI基础设施部署，用于为英伟达网络协议设计的1.6T数据中心光学模块。据介绍， 其硅光子技术与之前的解决方案相比，数据传输速率最高可提升一倍，为光连接提供更高带宽，加速 AI应用性能。(格隆汇) ...

Core Insights - Tower Semiconductor is enhancing AI infrastructure with high-performance silicon photonics for 1.6T data center optical modules tailored for NVIDIA networking protocols, achieving up to double the data-rate compared to previous solutions, thus improving bandwidth and throughput for optical connectivity [1][2] Company Overview - Tower Semiconductor is a leading foundry specializing in high-value analog semiconductor solutions, focusing on technology, development, and process platforms across various markets including consumer, industrial, automotive, mobile, infrastructure, medical, and aerospace and defense [4] - The company emphasizes sustainable impact through long-term partnerships and innovative analog technology offerings, which include a wide range of customizable process platforms such as SiGe, BiCMOS, mixed-signal/CMOS, RF CMOS, CMOS image sensors, and photonics [4] Technology and Collaboration - The SiPho platform from Tower Semiconductor is optimized for high-speed optical interconnects, positioning the company as a key foundry for leading firms in AI infrastructure, data center networking, and advanced telecom [2] - NVIDIA recognizes the exponential growth of AI as a driver for the need for high-speed, scalable networking, collaborating with Tower Semiconductor to enhance AI infrastructure efficiency through next-generation silicon photonics [2]

Core Viewpoint - Tower Semiconductor is enhancing AI infrastructure with its advanced silicon photonics platform, which offers high-speed data transceivers for AI deployments, specifically designed for NVIDIA networking protocols, achieving up to double the data-rate compared to previous solutions [1][2]. Group 1: Company Developments - Tower Semiconductor is scaling AI infrastructure deployments with high-performance silicon photonics for 1.6T data center optical modules [1]. - The company is investing significantly in its SiGe and silicon photonics platforms to support industry-leading performance and scalability for next-generation data center architectures [2]. - Tower Semiconductor's SiPho platform is optimized for high-speed optical interconnects, positioning the company as an ideal foundry for AI infrastructure and data center networking [2]. Group 2: Industry Context - The exponential growth of AI is driving the demand for high-speed, scalable networking solutions to connect AI infrastructure [2]. - NVIDIA is collaborating with Tower Semiconductor to enhance the ecosystem, enabling more efficient AI infrastructure through next-generation silicon photonics [2]. Group 3: Company Overview - Tower Semiconductor is a leading foundry of high-value analog semiconductor solutions, providing technology and process platforms for various markets including consumer, industrial, automotive, and medical [4]. - The company operates multiple facilities globally, including locations in Israel, the U.S., and Japan, to support its manufacturing capabilities [4].

The Tel Aviv Stock Exchange rose today. The Tel Aviv 35 Index rose 1.14% to 4,049.32 points - a new record, the Tel Aviv 125 Index rose 1.11% to 4,040.13 points; and the BlueTech Global Index rose 0.23% to 709.77 points. The All Bond corporate bond index rose 0.08% to 423.31 points. Turnover totalled NIS 4.66 billion in equities and NIS 4.14 billion in bonds. On the foreign exchange market, the representative shekel-dollar rate was set 0.194% higher from Friday, at NIS 3.101/$, and the representative shek ...

Company Overview - Tower Semiconductor is a leading independent semiconductor foundry focusing on analog and mixed-signal technologies, leveraging advanced process capabilities to meet specialized customer needs in high-growth markets [6] - The company generates revenue through wafer fabrication services and customizable process technologies, serving a diversified global customer base across various sectors including consumer electronics, automotive, and medical devices [9] Financial Performance - As of January 27, Tower Semiconductor's stock price was $132.62, with a market capitalization of $15.20 billion [4] - The company reported a trailing twelve months (TTM) revenue of $1.51 billion and a net income of $195.48 million [4] - In the third quarter, revenue rose to $396 million, a 6% sequential increase, with operating profit at $50.6 million and net profit reaching $54 million, or $0.48 per share [10] - Management has guided fourth-quarter revenue to approximately $440 million, indicating an 11% quarter-over-quarter increase [10] Investment Insights - Rockingstone Advisors established a new position in Tower Semiconductor, acquiring 45,100 shares valued at $5.30 million, representing 2.41% of its $219.49 million in reportable assets under management (AUM) [2][3] - Tower Semiconductor's shares have increased by 191.5% over the past year, significantly outperforming the S&P 500 by 175.40 percentage points [3] - The company's focus on analog, RF, and power management sectors suggests a business model with longer product life cycles and stronger customer relationships, making it a targeted investment rather than a momentum chase [11]

MIGDAL HAEMEK, Israel, January 29, 2026 – Tower Semiconductor (NASDAQ/TASE: TSEM), the leading foundry of high value analog semiconductor solutions, today announced that its company representatives will participate in the Susquehanna 15th Annual Technology Conference on Thursday, February 26th. The conference will take place at the Lotte New York Palace Hotel in New York. There will be an opportunity for investors to meet one-on-one with company representatives. Interested investors should contact the confe ...

每周投资策略 产品及投资方案部 ｜2026年1月26日 中信证券财富管理 (香港) CITIC Securities Wealth Management (HK) 投资策略 每周投资策略 上周环球 大类资产表现 本周主要地区 经济数据公布日程 资料来源：中信证券财富管理 (香港) (3) 菲律宾市场焦点 负面因素已基本被计入市场； Bloomberry；宿雾太平洋航空 iShares安碩MSCI菲律賓ETF (1) 美国市场焦点 预计美联储 本周暂停降息 股票 短期波动不改中长期上行趋势； 英伟达；塔尔半导体 ETF 景顺纳指100 ETF (2) 台股市场焦点 贸易协议将在 2026支持经济 股票 估值存在压力，但仍受益于AI； 创意电子 ；健策精密 ETF Global X 亚洲半导体ETF 1 预计今年2月和6月 將再降息 股票 3 ETF 上周环球 股市表现 特朗普关税持续反转，全球股市波动明显上升 | | | | | | 环球主要股票市场表现 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- ...

MIGDAL HAEMEK, Israel – January 20, 2026 – Tower Semiconductor (NASDAQ/ TASE: TSEM), the leading foundry of high value analog semiconductor solutions, will issue its fourth quarter and fiscal year 2025 earnings release on Wednesday, February 11, 2026. The Company will hold a conference call to discuss its fourth quarter and fiscal year 2025 financial results and first quarter 2026 guidance on Wednesday, February 11, 2026, at 10:00 a.m. Eastern Time (09:00 a.m. Central, 08:00 a.m. Mountain, 07:00 a.m. Pacifi ...

Investment management company Ave Maria recently released its “Ave Maria Growth Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the third quarter, the fund returned 0.84% compared to the S&P 500 Index’s 8.12% return and the S&P 500® Equal Weight Index’s 4.84% gain. You can check the fund’s top 5 holdings for its best picks for 2025. In its third-quarter 2025 investor letter, Ave Maria Growth Fund highlighted stocks such as Tower Semiconductor Ltd. (NASDAQ:TSEM). ...

Core Insights - Tower Semiconductor and LightIC Technologies have announced a strategic collaboration to leverage Tower's silicon photonics platform for LightIC's FMCW LiDAR products, including automotive and robotics applications [1][4][5] Industry Overview - The global automotive LiDAR market is projected to grow from $859 million in 2024 to $3.6 billion by 2030, with a compound annual growth rate (CAGR) of 24% [2] - The broader LiDAR market is expected to reach $6.3 billion by 2027, driven by applications in industrial automation, smart infrastructure, and robotics [2] Company Developments - Tower Semiconductor's advanced silicon photonics platform is being utilized for large-scale AI infrastructure, which supports the integration of optical functions for FMCW LiDAR [3] - The collaboration aims to enhance optical integration and improve size, weight, power, and cost (SWaP-C) for velocity-aware LiDAR applications [4] - LightIC Technologies focuses on delivering commercially viable 4D FMCW LiDAR solutions for automotive and Physical AI applications [5][9]