Tower Semiconductor Ltd
TSEM
ISIN IL0010823792 / Valor 280630
Tower Semiconductor Ltd
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About company
Tower Semiconductor Ltd, traded on NASDAQ and TASE under the ticker TSEM, is a prominent player in the global semiconductor industry, specializing in the production of analog integrated circuits. The company positions itself as a leading foundry, offering high-value analog semiconductor solutions. It serves a diverse and expanding customer base of over 300 clients across various sectors, including automotive, medical, industrial, consumer electronics, and aerospace and defense. Tower Semiconductor's business model is centered on leveraging its strong financial foundation to pursue opportunities for value creation, aiming to enhance shareholder value. With a focus on specialized manufacturing processes, the company caters to the growing demand for analog technology in an array of applications, underscoring its role in the evolving semiconductor landscape.
Summarized from source with an LLMView SourceSector: TechnologyLatest Results (19.11.2025):
Tower Semiconductor Ltd's Q3 2025 earnings report highlights robust financial and operational performance, underscoring significant growth across its diverse technology segments. The company reported Q3 revenue of $396 million with a net profit of $54 million, driven by strong momentum in areas such as RF infrastructure, silicon photonics, and advanced RF mobile technology. The detailed disclosures also include an optimistic guidance for Q4 2025 with an expected record revenue of approximately $440 million, reinforcing the company’s strategic investments and expansion plans to meet surging market demand.
Financial Performance
For Q3 2025, Tower Semiconductor Ltd delivered solid financial outcomes with revenue reaching $396 million and a net profit of $54 million. Additionally, the company’s Q4 2025 guidance projects a revenue milestone of around $440 million (±5%), setting a record for the quarter and confirming ongoing quarter-over-quarter growth goals.
Segment Growth
The report details impressive segment performance: the RF infrastructure segment saw its contribution increase from $67 million (18% of revenue) in Q3 2024 to $107 million (27% of revenue) in Q3 2025; silicon photonics revenue grew by approximately 70% compared to the same quarter last year; and the RF Mobile segment, representing 26% of corporate revenue, reported significant gains driven by advancements in its 65-nanometer technology platform.
Technological Advancements and Capacity Expansion
Tower Semiconductor Ltd is actively expanding its manufacturing capabilities with investments in advanced silicon photonics, silicon germanium, and supporting next-generation data center demands. Initiatives include capacity increases at Fab 9 in San Antonio, production rollouts in Fab two in Israel, and surface-level preparations for 300-millimeter production, all aimed at consolidating the company’s leadership in cutting-edge chip technologies and capturing emerging market opportunities.
Summarized from source with an LLMView SourceKey figures
Performance
Volatility
10238 M
Market cap (USD)
2,104,433
Daily traded volume (Shares)
52.36 / 51.36
1 day high/low (USD)
52 weeks high/low (USD)
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