Welcome to our dedicated page for Tower Semiconductor news (Ticker: TSEM), a resource for investors and traders seeking the latest updates and insights on Tower Semiconductor stock.
Tower Semiconductor Ltd. reports developments tied to its role as a pure-play specialty foundry for high-value analog semiconductor solutions. The company provides technology, development and process platforms for IDMs and fabless companies across consumer, industrial, automotive, mobile, infrastructure, medical, aerospace and defense markets.
Recurring updates cover analog and specialty process platforms including SiGe, BiCMOS, mixed-signal/CMOS, RF CMOS, CMOS and non-imaging sensors, displays, integrated power management, silicon photonics and MEMS. Company announcements also address customer and partner demonstrations, aerospace and defense foundry applications, AI infrastructure and optical networking technologies, quarterly financial results, conference participation, and the multi-fab manufacturing footprint in Israel, the United States, Japan and Italy.
Tower Semiconductor (NASDAQ/TASE: TSEM) reported record second quarter 2026 revenue of $460 million, up 24% year over year, with gross profit of $138 million and operating profit of $90 million. Net profit attributable to the company was $90.8 million, yielding basic EPS of $0.80 versus $0.42 a year earlier.
Cash from operating activities reached $177 million, while investments in property and equipment were $187 million. The company guided third quarter 2026 revenue to $520 million (±5%), implying 31% YoY and 13% QoQ growth. Tower highlighted strong silicon photonics (SiPho) momentum, with annual revenue run rate rising to $680 million from $180 million year over year, and raised its 2028 target model to $3.6 billion revenue and $1.2 billion net profit.
Tower Semiconductor (NASDAQ/TASE: TSEM) announced a dual-track strategic expansion of its 300mm Silicon Photonics (SiPho), Silicon Germanium (SiGe) and advanced packaging capacity in Japan, supported by approximately $1 billion in grants from the Government of Japan. Tower plans about $3 billion of its own investment for this initiative.
Track one repurposes the Arai facility (former Fab 6) for 300mm SiPho and advanced packaging, with full production readiness targeted for Q4 2027 and maximization of Fab 7 output in Uozu. Reflecting this plan, Tower is updating its business model, targeting 2028 revenue of $3.6 billion and net profit of $1.2 billion. Track two, to begin in parallel following signing and closing of related agreements, will add a new 300mm facility adjacent to Fab 7, expected to provide a multi-fold increase in SiPho and SiGe capacity and to be highly accretive beginning in 2029.
Tower Semiconductor (NASDAQ: TSEM) will release its Q2 2026 earnings on Tuesday, August 4, 2026, followed by a conference call discussing Q2 2026 results and Q3 2026 guidance at 10:00 a.m. Eastern Time.
The call will be webcast via the company’s Investor Relations website, with a 90-day replay.
Tradr ETFs launched five new Cboe-listed 2X long single-stock ETFs on July 1, 2026, delivering 200% of the daily performance of CIEN, QNT, RMBS, TSEM and TTMI. The lineup includes first-to-market leveraged exposures on Quantinuum (QNT) and TTM Technologies (TTMI).
Tradr now offers 72 leveraged ETFs with about $10 billion in assets, targeting sophisticated investors seeking short-term, high-conviction trades, and highlights substantial leverage risks, including potential total loss if the underlying moves more than 50% adversely in a day.
Tradr ETFs announced plans to launch five new single-stock leveraged ETFs on July 1, each seeking 2x (200%) the daily performance of its underlying stock. The Cboe-listed funds will track CIEN, QNT, RMBS, TSEM and TTMI through tickers CIEX, QNTU, RMBX, TSEU and TTMX.
These ETFs are designed for sophisticated investors and professional traders with high-conviction, short-term views and carry significant leverage-related risks, including potential total loss from large adverse single-day moves.
Tower Semiconductor (NASDAQ/TASE:TSEM) and Marvell reported shipping over five million coherent photonic ICs for AI-driven data center interconnect networks. Tower’s silicon photonics platform supports high-bandwidth, energy-efficient connectivity and advanced capabilities such as non-silicon material integration, 3D electronic integration and V-groove-based optical packaging.
Tower Semiconductor (NASDAQ/TASE:TSEM) and IQE announced a multi-year InP epiwafer supply agreement supporting AI-driven data center optical connectivity. IQE will supply InP epiwafers for Tower’s advanced silicon photonics platforms, including 200Gbs/lane transceivers and prototyping of 400Gb/lane modulators.
The deal includes first-year minimum purchase and reciprocal supply commitments, continuing minimum volume commitments, and a separate worldwide, royalty-free porous silicon patent license from Tower to IQE that settles all prior IP disputes and litigation between the companies.
Tower Semiconductor (NASDAQ:TSEM) announced signed Silicon Photonics (SiPho) contracts totaling $1.3 billion for 2027 revenue with its largest customers, alongside $290 million of capacity-reservation prepayments.
The company reported even larger contracted wafer commitments for 2028, a broad base of 50+ active SiPho customers, and a global capacity ramp aligned with a 2028 financial model targeting $2.8 billion revenue and $750 million net profit.
Tower Semiconductor (NASDAQ/TASE:TSEM) reported first quarter 2026 revenue of $414 million, up 15% year over year from $358 million. Gross profit rose to $111 million and operating profit to $65 million, versus $73 million and $33 million in 2025. Net profit reached $65 million, or $0.58 basic EPS.
Cash from operating activities excluding customer prepayments was $225 million, with $290 million silicon photonics prepayments and $156 million in net capital investments. Q2 2026 revenue is guided to a company-record $455 million (±5%), and S&P Maalot reaffirmed an “ilAA” rating with a positive outlook.
Tower Semiconductor (NASDAQ/TASE: TSEM) announced company representatives will attend multiple investor conferences in May and June 2026. Events include Oppenheimer Israeli (May 18), TD Cowen TMT (May 27), Craig-Hallum (May 28) and Mizuho Global Tech (June 9–10).
Investors may request one-on-one meetings by contacting conference organizers or emailing investor relations at towersemi@kcsa.com.