G2 Investment Bets Big On Tower Semiconductor (TSEM) With a Purchase of 175,000 Shares

Company Overview - Tower Semiconductor is a global specialty foundry that provides technology and manufacturing platforms for a diverse range of customers [1] - The company focuses on analog and mixed-signal technologies and offers customizable process technologies including SiGe, BiCMOS, mixed signal/CMOS, RF CMOS, CMOS image sensor, integrated power management, and MEMS [4] - Tower serves various markets such as consumer electronics, personal computers, communications, automotive, industrial, aerospace, military, and medical device products [4] Investment Activity - G2 Investment Partners Management LLC increased its position in Tower Semiconductor by adding 174,929 shares during the third quarter, bringing its total stake to 289,929 shares valued at approximately $20.96 million as of September 30, 2025 [2] - The fund's investment in Tower now represents 4.2% of its 13F assets under management [3] - Tower Semiconductor is now the third largest holding for G2 Investment Partners, which had no position as of March 31 [5] Financial Performance - Tower Semiconductor reported a 6% sequential increase in revenue for the third quarter and expects growth to accelerate to about 11% in the fourth quarter [6] - As of December 2, the company's market capitalization was $13.1 billion, with trailing twelve months (TTM) revenue of $1.5 billion and net income of $191.3 million [3] Future Growth Plans - Tower is investing an additional $300 million in capital for capacity growth and next-generation capabilities to support its customer base [8] - The investment management firm G2 is looking to participate in Tower's anticipated growth spurt [8]