MIGDAL HAEMEK, Israel, December 09, 2025 – Tower Semiconductor (NASDAQ/TASE: TSEM), the leading foundry of high value analog semiconductor solutions, today announced that its company representatives will participate in the Nomura’s CES Technology Conference on Monday, January 5th and Tuesday, January 6th. The Conference will take place at the Bellagio Hotel in Las Vegas. There will be an opportunity for investors to meet one-on-one with company representatives. Interested investors should contact the confer ...

MIGDAL HAEMEK, Israel, December 09, 2025 – Tower Semiconductor (NASDAQ/TASE: TSEM), the leading foundry of high value analog semiconductor solutions, today announced that its company representatives will participate in the Nomura’s CES Technology Conference on Monday, January 5th and Tuesday, January 6th. The Conference will take place at the Bellagio Hotel in Las Vegas. There will be an opportunity for investors to meet one-on-one with company representatives. Interested investors should contact the confer ...

MIGDAL HAEMEK, Israel, December 03, 2025 – Tower Semiconductor (NASDAQ/TASE: TSEM), the leading foundry of high-value analog semiconductor solutions, today announced that its company representatives will participate in the Barclays 23rd Annual Global Technology Conference on Wednesday, December 10th. The Barclays conference will take place at the Palace Hotel in San Francisco. There will be an opportunity for investors to meet one-on-one with company representatives. Interested investors should contact the ...

Tower Semiconductor is a global specialty foundry that provides technology and manufacturing platforms for a diverse range of customers.What HappenedAccording to a filing with the U.S. Securities and Exchange Commission dated Nov. 14, G2 Investment Partners Management LLC added 174,929 shares of Tower Semiconductor Ltd. (TSEM +4.13%) during the third quarter. The position’s value grew by approximately $16 million, bringing the stake to 289,929 shares, or $20.96 million, as of Sept. 30, 2025.What Else to Kno ...

Core Insights - Tower Semiconductor has seen significant increases in institutional investments, with several large investors raising their stakes in the company during the first quarter of the year [1][7] - Analysts have raised their price targets for Tower Semiconductor, indicating a positive outlook for the stock, with a consensus target price of $119.25 [2] - The company's recent quarterly earnings report met analysts' expectations, showing a revenue increase of 6.9% year-over-year [4] Institutional Investment - Menora Mivtachim Holdings LTD. increased its holdings by 39.7%, now owning 1,879,207 shares valued at $67.01 million after acquiring 533,700 shares [1] - Voya Investment Management LLC grew its stake by 45.1%, owning 918,068 shares worth $32.74 million after purchasing 285,471 shares [1] - Invesco Ltd. raised its holdings by 14.2%, now owning 2,010,856 shares valued at $71.71 million after acquiring 249,621 shares [1] - Wellington Management Group LLP lifted its position by 12.2%, owning 2,240,229 shares worth $79.89 million after purchasing 243,267 shares [1] - Granahan Investment Management LLC bought a new stake valued at approximately $6.19 million [1] - Institutional investors collectively own 70.51% of Tower Semiconductor's stock [1] Analyst Ratings - Wedbush raised its price objective from $85.00 to $125.00, rating the stock as "outperform" [2] - Benchmark increased its price target from $73.00 to $120.00, giving a "buy" rating [2] - Barclays raised its target from $74.00 to $97.00, assigning an "equal weight" rating [2] - Susquehanna increased its target from $100.00 to $135.00, rating the company as "positive" [2] - The average rating for Tower Semiconductor is "Moderate Buy" with a consensus target price of $119.25 [2] Financial Performance - Tower Semiconductor reported earnings per share (EPS) of $0.55 for the last quarter, matching analysts' expectations [4] - The company had revenue of $395.67 million, slightly above the consensus estimate of $394.98 million [4] - Revenue increased by 6.9% compared to the same quarter last year [4] - The company had a return on equity of 7.37% and a net margin of 13.20% [4] Company Profile - Tower Semiconductor Ltd. is an independent semiconductor foundry specializing in analog intensive mixed-signal semiconductor devices [5] - The company offers various customizable process technologies, including SiGe, BiCMOS, mixed signal/CMOS, RF CMOS, CMOS image sensor, integrated power management, and MEMS [5] Stock Performance - Tower Semiconductor's shares opened at $108.16, with a one-year low of $28.64 and a high of $109.06 [3] - The company has a market capitalization of $11.99 billion and a PE ratio of 62.16 [3] - The debt-to-equity ratio is 0.05, with a quick ratio of 5.50 and a current ratio of 6.57 [3]

Core Insights - Tower Semiconductor is guiding for a record revenue of $440 million in the fourth quarter of 2025, indicating strong growth across its core technologies [4][5] - The company reported third-quarter 2025 revenue of $396 million, reflecting a 6% increase quarter-over-quarter, with net profit rising to $54 million [2][5] - An additional investment of $300 million is being allocated for SiPho and SiGe capacity growth and next-generation capabilities [6][5] Financial Performance - Third-quarter 2025 gross profit was $93 million, up from $80 million in the second quarter of 2025 [2] - The net profit for the third quarter of 2025 was $54 million, translating to $0.48 basic and $0.47 diluted earnings per share, compared to $47 million and $0.42 basic earnings per share in the previous quarter [2][5] - Cash flow from operating activities for the third quarter was $139 million, an increase from $123 million in the second quarter [3] Business Outlook - The company expects a revenue increase of 14% year-over-year and 11% quarter-over-quarter for the fourth quarter of 2025 [4] - CEO Russell Ellwanger emphasized the strong position of the company in core technologies such as Power Management and Image Sensors, which are showing year-over-year revenue growth [5] - The company is investing in expanding its Newport Beach Fab 3 and repurposing three additional fabs to enhance SiPho and SiGe capabilities [5][6] Investment and Growth Strategy - The $300 million investment will support the growth of SiPho and SiGe businesses, including Fab3 capacity expansion [6] - The Newport Beach site lease has been extended for an additional 3.5 years, averaging $24 million per year over the next five years [6] - Tower Semiconductor's strategic focus on optical transceivers and data center demand positions it for significant future growth [5]

Core Insights - Tower Semiconductor is hosting its 2025 Technical Global Symposium (TGS) in Shanghai on September 16, 2025, and in Santa Clara on November 18, 2025, showcasing its latest technologies and expertise [1][2] - The events will focus on key market megatrends such as AI and high-speed connectivity, emphasizing Tower's capabilities in delivering high-performance connectivity and advanced imaging solutions [2][7] Event Highlights - Keynote by CEO Russell Ellwanger discussing the company's vision and commitment to growth through customer partnerships [7] - Technical sessions led by experts covering Silicon Photonics, SiGe, RF SOI, power management, image sensors, and advanced display technologies [7] - Networking opportunities with Tower's senior executives and industry peers to foster collaborations in semiconductor innovation [7] Company Overview - Tower Semiconductor is a leading foundry for high-value analog semiconductor solutions, serving markets like consumer, industrial, automotive, mobile, infrastructure, medical, and aerospace [5] - The company offers a range of customizable process platforms including SiGe, BiCMOS, mixed-signal/CMOS, RF CMOS, and MEMS, along with design enablement services [5] - Tower operates multiple facilities globally, including in Israel, the U.S., and Japan, to provide multi-fab sourcing and extended capacity for its customers [5]

Core Insights - Tower Semiconductor reported strong financial results for the second quarter of 2025, with both quarter-over-quarter and year-over-year revenue growth [6] - The company anticipates continued revenue growth, projecting third-quarter revenues of $395 million, representing a 7% increase year-over-year and a 6% increase quarter-over-quarter [5][6] Financial Performance - Revenues for the second quarter of 2025 were $372 million, reflecting a 6% year-over-year growth and a 4% quarter-over-quarter growth [2] - Gross profit for the second quarter of 2025 was $80 million, an increase from $73 million in the first quarter of 2025 [2] - Net profit for the second quarter of 2025 was $47 million, with basic earnings per share of $0.42 and diluted earnings per share of $0.41, compared to $40 million and $0.36/$0.35 in the first quarter of 2025 [3] Cash Flow and Investments - Cash flow generated from operating activities in the second quarter of 2025 was $123 million, up from $94 million in the first quarter of 2025 [4] - Investments in property and equipment, net, were $111 million in both the second and first quarters of 2025 [4] Business Outlook - The company is focused on strategic initiatives, including repurposing factories for higher capacity in RF infrastructure, which is expected to contribute to growth in upcoming quarters [6] - Tower Semiconductor's CEO highlighted the momentum in the RF infrastructure business, driven by expansions in data centers and AI, and expressed confidence in the company's ability to maintain a positive growth trajectory [6] Market Position - Tower Semiconductor holds a number one market share position in its RF infrastructure business, indicating strong competitive positioning in the market [6] - The company aims to create long-term partnerships and drive innovation through its advanced analog technology offerings [11]

Core Insights - Tower Semiconductor reported a 9% year-over-year revenue growth for Q1 2025, with revenues reaching $358 million compared to $327 million in Q1 2024 [2][4] - The company aims for continued sequential quarterly revenue growth throughout 2025, projecting Q2 2025 revenues to be around $372 million, reflecting a 6% year-over-year increase [6][7] Financial Performance - Gross profit for Q1 2025 was $73 million, consistent with Q1 2024, while operating profit slightly decreased to $33 million from $34 million in the previous year [3] - Net profit for Q1 2025 was $40 million, down from $45 million in Q1 2024, with earnings per share at $0.36 basic and $0.35 diluted [4][19] - Cash flow from operating activities was $94 million, with net investments in property and equipment totaling $111 million [4][23] Business Outlook - The CEO highlighted record revenue in RF infrastructure and plans for growth in high voltage power management and sensor businesses [7] - The company has entered a new market for envelope trackers using its 300mm technology platform, indicating diversification in its offerings [7] Corporate Credit Rating - Standard & Poor's Maalot reaffirmed Tower Semiconductor's corporate credit rating as "ilAA" with a stable outlook on May 7, 2025 [5] Operational Highlights - The company operates multiple facilities, including a 300mm facility in Agrate, Italy, shared with STMicroelectronics, and has access to a 300mm capacity corridor in Intel's New Mexico factory [12][13]

Company Overview - Tower Semiconductor is a leading foundry specializing in high-value analog semiconductor solutions, providing technology and process platforms for various growing markets including consumer, industrial, automotive, mobile, infrastructure, medical, and aerospace and defense [2]. Upcoming Events - Tower Semiconductor will participate in the 22nd Annual Craig-Hallum Institutional Investor Conference in Minneapolis on May 28, 2025, and the 53rd Annual TD Cowen Technology, Media & Telecom Conference in New York on May 29, 2025, offering one-on-one meetings for investors [1]. Technology and Services - The company focuses on creating a sustainable impact through long-term partnerships and offers a wide range of customizable process platforms such as SiPho, SiGe, BiCMOS, mixed-signal/CMOS, RF CMOS, CMOS image sensors, non-imaging sensors, displays, integrated power management, photonics, and MEMS [2]. - Tower Semiconductor provides design enablement for quick and accurate design cycles, as well as process transfer services including development, transfer, and optimization for Integrated Device Manufacturers (IDMs) and fabless companies [2]. Manufacturing Facilities - Tower Semiconductor operates one 200mm facility in Israel, two 200mm facilities in the U.S., and two facilities in Japan (200mm and 300mm), along with a shared 300mm facility in Agrate, Italy with STMicroelectronics, and access to a 300mm capacity corridor in Intel's New Mexico factory [2].