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: TSEM) reported record Q4 2025 revenue of $440 million (Q4 vs Q4 +14%, Q/Q +11%) and full-year 2025 revenue of $1.57 billion (+9% YoY). Q4 net profit was $80 million ($0.71 basic EPS). The company plans an additional $270 million CapEx for SiPho, totaling $920 million, targeting >5x December 2026 SiPho wafer starts versus Q4‑2025 monthly run‑rate.
Tower Semiconductor (NASDAQ: TSEM) announced a collaboration with NVIDIA on 1.6T data center optical modules using Tower's silicon photonics platform on February 5, 2026. The company says its SiPho technology can enable up to 2x data-rate versus prior silicon photonics solutions, targeting higher bandwidth and throughput for AI infrastructure.
This work is positioned to support NVIDIA networking protocols and scale high-speed optical interconnects for data center and AI deployments.
Tower Semiconductor (NASDAQ/TASE: TSEM) announced company representatives will attend the Susquehanna 15th Annual Technology Conference on Thursday, February 26, 2026 at the Lotte New York Palace Hotel.
Investors may request one-on-one meetings; interested parties should contact conference organizers or email investor relations at towersemi@kcsa.com for meeting arrangements.
Tower Semiconductor (NASDAQ: TSEM) will release its fourth quarter and fiscal year 2025 earnings on Wednesday, February 11, 2026. The company will host a conference call the same day at 10:00 a.m. Eastern Time to discuss Q4 and full-year 2025 results and provide first-quarter 2026 guidance.
The call will be webcast via the Investor Relations site at https://ir.towersemi.com/. Participants must pre-register to receive dial-in details and a unique PIN; a confirmation email will include all necessary information. The teleconference replay will be available for 90 days.
Tower Semiconductor (NASDAQ/TASE: TSEM) announced a strategic collaboration with LightIC to apply Tower’s mature silicon photonics foundry platform to LightIC’s FMCW LiDAR products, including the Lark long-range automotive LiDAR and FR60 compact LiDAR for robotics and Physical AI.
The release cites Yole Group forecasts: automotive LiDAR market to grow from $859M (2024) to $3.6B (2030) (CAGR 24%) and the broader LiDAR market to reach $6.3B by 2027. The partnership aims to improve optical integration, SWaP-C, and manufacturability for velocity-aware 4D FMCW LiDAR.
Tower Semiconductor (NASDAQ/TASE: TSEM) announced company representatives will attend the 28th Annual Needham Growth Conference on Tuesday, January 13 and Wednesday, January 14. The event takes place at the Lotte New York Palace Hotel in New York and will include opportunities for one-on-one investor meetings. Interested investors are instructed to contact the conference organizers or email investor relations at towersemi@kcsa.com.
Tower Semiconductor (NASDAQ/TASE: TSEM) said company representatives will attend Nomura’s CES Technology Conference at the Bellagio Hotel in Las Vegas on Monday, January 5 and Tuesday, January 6, 2026.
The company noted there will be opportunities for investors to request one-on-one meetings with management and provided an investor relations contact for scheduling.
- Event: Nomura’s CES Technology Conference
- Dates: January 5–6, 2026
- Location: Bellagio Hotel, Las Vegas
- Contact: towersemi@kcsa.com
Tower Semiconductor (NASDAQ/TASE: TSEM) announced company representatives will participate in the Barclays 23rd Annual Global Technology Conference on Wednesday, December 10, 2025 at the Palace Hotel in San Francisco.
The company said investors will have an opportunity for one-on-one meetings with its representatives and interested investors should contact the conference organizers or email investor relations at towersemi@kcsa.com for scheduling.
Tower Semiconductor (NASDAQ/TASE: TSEM) and Switch Semiconductor announced the SW2001, a monolithic 12-V Point-of-Load buck regulator built on Tower’s 65nm BCD 300mm platform. The SW2001 uses Switch’s Novo-Drive gate driver and ultra-low-Ron LDMOS devices to achieve up to 87% efficiency converting 12 V to 1 V at a 20 A load while reducing switch-node overshoot and radiated emissions.
Sampling with evaluation boards starts in Q1 2026; volume production is planned later in 2026. The device ships in a compact 3×4 mm 21-lead package and targets servers, AI accelerators, cloud storage, and telecom.
Tower Semiconductor (NASDAQ/TASE: TSEM) on November 12, 2025 announced expansion of its mature 300mm wafer bonding technology to enable wafer-scale 3D‑IC integration across its Silicon Photonics (SiPho) and SiGe BiCMOS (EIC) processes.
The offering supports Co‑Packaged Optics (CPO) use cases, integrates multiple PDKs on a single stacked chip, and includes Cadence Virtuoso design-flow support for co-simulation, co-verification, and unified layout/verification of multi-technology stacked die.
Tower says it has demonstrated precision alignment and reliability for the wafer bonding process and is providing the Cadence-enabled reference flow to customers.