Tower Semiconductor Ltd Stock Price, News & Analysis

Tower Semiconductor (NASDAQ/TASE: TSEM) reported strong Q2 2025 financial results with revenues of $372 million, showing 6% year-over-year and 4% quarter-over-quarter growth. The company achieved a net profit of $47 million, or $0.41 diluted EPS, up from $40 million in Q1 2025.

Operating cash flow reached $123 million in Q2, with $111 million invested in property and equipment. The company provided optimistic guidance for Q3 2025, projecting revenues of $395 million (±5%), representing a 7% year-over-year and 6% quarter-over-quarter increase.

Tower's growth is particularly strong in RF infrastructure, driven by data centers and AI expansions, where it maintains a leading market position. Management expects an additional $40 million revenue increase targeted for Q4 2025.

Tower Semiconductor (NASDAQ:TSEM) has received the Best Supplier Award from Wisol, a major supplier of RF filters and modules to top-tier mobile phone manufacturers. The recognition highlights Tower's excellence in 300mm RF SOI technology and supply chain support.

The award acknowledges Tower's commitment to stable delivery, technological excellence, and responsive engineering support. Tower's advanced RF SOI platform, produced at facilities in Uozu, Japan and Agrate, Italy, is crucial for high-volume production of RF front-end ICs used in mobile phones, IoT, and automotive markets.

Through collaboration with Wisol, Tower has supported demanding delivery schedules for customers including Samsung Electronics and other OEMs, while maintaining high performance standards.

Tower Semiconductor (NASDAQ/TASE: TSEM), a leading foundry of high value analog semiconductor solutions, has scheduled its second quarter 2025 earnings release and conference call for Monday, August 4, 2025.

The conference call will take place at 10:00 a.m. Eastern Time to discuss Q2 2025 financial results and Q3 2025 guidance. Investors can access the webcast through the company's Investor Relations website. Pre-registration is required for dial-in participation, and the teleconference replay will be available for 90 days.

Tower Semiconductor (NASDAQ/TASE: TSEM) and pSemi have won the Industry Paper Competition Award at the 2025 IEEE International Microwave Symposium (IMS) for their groundbreaking paper on RF switch technology. The award-winning research showcases Tower's PCM RF switch technology, which achieved unprecedented performance metrics including DC-110 GHz bandwidth, less than 2 dB insertion loss, and 30 dBm power handling.

The innovation demonstrates 15-20 dB improvement in linearity compared to RFSOI CMOS solutions, positioning Tower at the forefront of RF front-end technology development for 5G, future 6G, SatCom, and millimeter-wave applications.

Tower Semiconductor (TSEM) announced its participation in the International Microwave Symposium 2025 in San Francisco, where it will present a groundbreaking joint white paper with pSemi. The paper, nominated for Best Industry Paper Award, showcases an innovative SPDT switch using Tower's PCM RF switches in RFSOI CMOS process. The technology achieves ultra-wideband performance from DC to 110 GHz with less than 2dB insertion loss, features 30 dBm power handling, and demonstrates 15-20 dB better linearity than current RFSOI CMOS SPDTs. The presentation, scheduled for June 19, 2025, will highlight how this technology enables advanced circuits for 5G, future 6G, SatCom, beamforming, and millimeter-wave applications.

Tower Semiconductor (TSEM) reported its Q1 2025 financial results with revenue of $358 million, representing a 9% year-over-year growth from Q1 2024's $327 million. The company's gross profit remained stable at $73 million, while operating profit slightly decreased to $33 million from $34 million in Q1 2024. Net profit was $40 million ($0.35 diluted EPS), down from $45 million in Q1 2024. The company generated $94 million in operating cash flow and invested $111 million in property and equipment. Tower guides Q2 2025 revenue to $372 million (±5%), projecting 6% year-over-year growth, and expects continued quarterly revenue growth throughout 2025. Standard & Poor's Maalot reaffirmed Tower's corporate credit rating as "ilAA" with a stable outlook.

Tower Semiconductor (NASDAQ/TASE: TSEM), a leading foundry specializing in high-value analog semiconductor solutions, has announced its participation in two major investor conferences. The company will attend the 22nd Annual Craig-Hallum Institutional Investor Conference in Minneapolis on May 28, 2025, and the 53rd Annual TD Cowen Technology, Media & Telecom Conference in New York on May 29, 2025. Investors will have the opportunity to schedule one-on-one meetings with company representatives through conference organizers or by contacting Tower's investor relations team.

Tower Semiconductor (NASDAQ/TASE: TSEM) has scheduled its first quarter 2025 earnings release for Wednesday, May 14, 2025. The company will host a conference call on the same day at 10:00 a.m. Eastern Time to discuss Q1 2025 financial results and Q2 2025 guidance.

The conference call will be accessible via webcast through Tower Semiconductor's Investor Relations website. Participants must pre-register to receive dial-in details and a unique PIN. The teleconference recording will remain available for replay for 90 days.

Tower Semiconductor (NASDAQ/TASE: TSEM) and Alcyon Photonics have announced a strategic collaboration to accelerate photonics integration development. The partnership combines Tower's high-volume Silicon Photonics (SiPho) manufacturing platform with Alcyon's advanced photonic design capabilities.

Key highlights of the collaboration include:

• Development of silicon-validated, high-performance photonic building blocks and circuits
• Alcyon's design techniques maintain channel drifts below 3 nm despite fabrication variations up to 30 nm
• Focus on CWDM solutions for data center networking in O band
• Advancement in coherent communications across C+L bands for enhanced bandwidth

The partnership aims to provide customers with consistent, high-yield results and accelerate the development cycle for next-generation optical applications in datacom, telecom, and sensing markets.