TSEM Tower Semiconductor Ltd.

Tower Semiconductor (TSEM) has just been added to the PHLX Semiconductor Sector Index, putting the foundry directly on the radar of index-tracking funds and benchmark-focused investors. Recent trading suggests Tower Semiconductor is still in favor with momentum-focused buyers, with a 1-day share price return of 6.07% and a 30-day share price gain of 10.80% following upbeat silicon photonics news and the PHLX inclusion, even though the 90-day share price return fell 9.83% and contrasts sharply...

Chip stocks rebounded on Friday after declining for two straight days. Tower Semiconductor was among the leaders.

Investing.com -- Mizuho revealed Friday that it has started coverage of Tower Semiconductor with an Outperform rating and a $300 price target.

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By 2029, the investment is set to lift Tower's Japan production capacity to the equivalent of 45,000 300mm wafers monthly.

Mizuho initiated coverage of Tower Semiconductor with an ‘Outperform’ rating and a $300 price target.

Tower Semiconductor Ltd. (NASDAQ:TSEM) is positioned to benefit from the rapid growth of optical connectivity as artificial intelligence (AI) infrastructure drives demand for faster and more efficient data transmission. In a September 18 research note, Barclays initiated an Overweight rating on the stock with a $310 price target, citing the company’s position in the silicon […]

The Philadelphia semiconductor index, known as SOX, rose Monday after completing its annual reconstitution.

Memory and silicon photonics shortages run through 2030, and Micron, Coherent and Tower Semiconductor sit on the supply side of an AI buildout under strain.

Barclays initiates coverage on Tower Semiconductor stock with an "Overweight" rating. Here’s why analyst Simon Coles is bullish on TSEM shares.

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Barclays sees Tower Semiconductor as a leading silicon photonics foundry positioned to benefit as optical becomes one of the fastest-growing semiconductor end markets, per TheFly.

Tower Semiconductor and NewPhotonics recently reported high-volume shipments of laser-integrated photonic optical engines for AI infrastructure, built on Tower’s PH18DA silicon photonics platform and supporting data rates from 800G to 1.6T with higher-bandwidth 6.4T near-packaged optics planned for volume production from First Half 2027. This collaboration highlights Tower’s role at the center of advanced optical interconnects, where integrating lasers, modulators, amplifiers, and...

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One ETF sponsor filed a bearish bet against the chip industry's biggest name, then five days later launched a fund built to profit from the same sector's growth. The timing raises questions about strategy, fee collection, and which investors end up on the wrong side.

A Wall Street Journal report on $3 trillion in off-balance-sheet tech commitments just sent shockwaves through the foundry sector, and the ripple effects are raising uncomfortable questions about whether the AI buildout can actually support current chip valuations.

While Wall Street crowds into the same AI megacaps, the real infrastructure buildout runs through specialty chip names that most desks barely touch, and three of them are quietly posting explosive growth metrics that generalist money has yet to notice.

Silicon photonics run rate reached $680 million, targeting $1 billion by year-end.

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Bank of America just told investors that one of this year's biggest semiconductor winners is still cheap. On Aug. 7, BofA Securities started covering Tower Semiconductor (TSEM) with a Buy rating and a $367 price target. The call landed days after Tower posted the best quarter in its history. ...

Tower Semiconductor stock has delivered very strong returns over the past few years, yet on the current checks it still screens as expensive rather than a clear bargain. After such a powerful move, investors now have to weigh rich valuation signals against confidence in the company’s growth ambitions. Over the last 5 years Tower Semiconductor has returned roughly 7.9x, which puts recent valuation concerns into the context of a very powerful longer term rally. The company is leaning on...

Why Tower Semiconductor Stock Is Back in Focus After Q2 Results Tower Semiconductor (TSEM) is drawing fresh attention after reporting second quarter 2026 earnings on 4 August, along with record revenue guidance for the third quarter that places upcoming sales expectations at around US$520 million. See our latest analysis for Tower Semiconductor. The strong earnings update appears to be feeding into Tower Semiconductor’s share price momentum, with a 1 day share price return of 12.37% and year...

Tower Semiconductor recently reported past second-quarter 2026 results showing sales of US$460.08 million and net income of US$90.77 million, with both basic and diluted earnings per share from continuing operations increasing compared with a year earlier. For the first half of 2026, the company also lifted profitability alongside higher sales and then issued record third-quarter revenue guidance of about US$520 million, highlighting stronger operating momentum than previously reflected in...

This semiconductor stock has doubled in 2026 -- and the climb may not be ending anytime soon.

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