Tower Semiconductor(US:TSEM)2024-05-09 17:33Financial Results and Projections - Tower Semiconductor's presentation includes forward-looking statements based on current expectations and beliefs, subject to risks and uncertainties[1, 11] - The presentation contains non-GAAP financial measures such as EBITDA, Cash, debt and Net Cash, consistent with previous filings[12] Technology and Applications - Tower Semiconductor utilizes 200mm and 300mm wafer sizes with multiple facilities[5] - Tower RF SOI Technology ranges from 180nm to 65nm nodes[14] - Tower SiPho serves various applications including Quantum Applications and Artificial Intelligence[15, 16] - Tower BCD offers solutions by voltages up to 1500V for Industrial & Automotive applications[21] Market Segments and Revenue Breakdown (Q4 2023 vs Q1 2024) - In Q1 2024, RF Mobile accounted for 37% of revenue, while in Q4 2023 it was 32%[13] - Sensors & Display accounted for 15% of revenue in Q1 2024, compared to 19% in Q4 2023[13] - RF Infrastructure contributed 14% of revenue in Q1 2024, versus 10% in Q4 2023[13] - Power segment accounted for 10% of revenue in Q1 2024, while it was 17% in Q4 2023[13] - Discrete segment contributed 14% of revenue in Q1 2024, compared to 13% in Q4 2023[13]