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]

Core Viewpoint - Intel's stock price increased over 6% to $41.9, as CEO Pat Gelsinger focuses on restructuring the company to address past management issues and refocus on engineering and AI opportunities [1] Group 1: Company Strategy - CEO Pat Gelsinger, who joined Intel in March, attributes the company's decline in the semiconductor market to "excessive management layers" [1] - Gelsinger aims to revitalize Intel by concentrating on opportunities in the artificial intelligence sector and the company's nascent foundry business [1] - Gelsinger successfully persuaded former President Trump to invest in Intel after sharing his strategic vision for the company [1]

The Stock Exchange of Hong Kong Limited and the Securities and Futures Commission take no responsibility for the contents of this Application Proof, make no representation as to its accuracy or completeness and expressly disclaim any liability whatsoever for any loss howsoever arising from or in reliance upon the whole or any part of the contents of this Application Proof. Application Proof of Nexchip Semiconductor Corporation* 合肥晶合集成電路股份有限公司 (A joint stock company incorporated in the People's Republic of C ...