Tower Semiconductor(US:TSEM) Globenewswire·2026-02-11 12:00Core Insights - Tower Semiconductor achieved record revenue of $440 million in Q4 2025, marking a 14% year-over-year growth and an 11% quarter-over-quarter increase [2] - The company reported a net profit of $80 million for Q4 2025, up from $54 million in Q3 2025, reflecting a significant increase in profitability [3] - For the full year 2025, revenue reached $1.57 billion, a 9% increase compared to $1.44 billion in 2024 [5] Financial Performance - Gross profit for Q4 2025 was $118 million, compared to $93 million in Q3 2025, while operating profit rose to $71 million from $51 million [3] - The full year gross profit was $364 million, up from $339 million in 2024, with operating profit increasing to $194 million from $191 million [6] - Cash flow from operating activities for Q4 2025 was $40 million, down from $139 million in Q3 2025, while full-year cash flow was $395 million [4][7] Business Outlook - The company projects Q1 2026 revenue to be $412 million, reflecting a 15% year-over-year increase [8] - Tower Semiconductor is executing an additional $270 million investment in SiPho capacity, bringing total CapEx to $920 million, aimed at significantly increasing wafer shipment capacity by over five times the Q4 2025 run-rate [9][11] - Over 70% of the new SiPho capacity is already reserved or in the process of being reserved through 2028, supported by customer prepayments [9] Strategic Developments - The CEO highlighted the strong performance across key technology platforms, particularly in SiPho, which is seeing high adoption rates for 1.6T transceivers [10] - A capacity agreement with Intel for manufacturing 300mm wafers is currently under mediation due to Intel's intention not to perform under the agreement [12]