Tower Semiconductor Ltd. filings document a foreign private issuer operating as a specialty semiconductor foundry. Its Form 6-K current reports record financial-results announcements, investor-conference communications, credit-rating updates, technology-platform releases and customer or partner developments involving analog, power-management, silicon photonics and SiGe processes.
The filings also provide public-company disclosure around material events, operating and financial results, capital structure, governance matters and risk factors. Company descriptions in the filings identify Tower's customizable process platforms, design enablement and process-transfer services, and its manufacturing footprint across Israel, the United States, Japan through TPSCo, and a shared 300mm facility in Agrate, Italy with STMicroelectronics.
Tower Semiconductor Ltd. will hold its 2026 Technical Global Symposium on November 17, 2026, in Santa Clara, California. The event will cover technologies and market trends shaping AI infrastructure, high-performance computing, advanced connectivity and intelligent sensing. The program includes a CEO keynote on the company’s growth and strategic roadmap, an executive panel on next-generation data center architectures, and technical sessions led by Tower executives. Those sessions will feature process technologies including silicon photonics, SiGe, RF and RF SOI, power management, sensors and displays. It is Tower’s second Technical Global Symposium in 2026, following its event in Shenzhen, China.
TOWER SEMICONDUCTOR LTD (TSEM) reported that it and NewPhotonics have begun high-volume shipments of laser-integrated, serviceable optical engine photonic integrated circuits (PICs) targeting rapidly growing AI data-center interconnect demand. The products are built on Tower’s PH18DA silicon photonics platform, which monolithically integrates lasers, SOAs, modulators, and detectors on a single chip.
The first volume products (NewPhotonics NPG102 PICs) support data rates from 800G to 1.6T for FRO/LRO/LPO and Extra-Dense Packaged Optics pluggable modules as well as Near-Packaged Optics socket pluggables. CPX-MSA-compliant NPC505 chipsets for 6.4T NPO solutions are planned to enter volume shipment in 1H27, aimed at scale-out and scale-up AI infrastructure. Both companies will showcase these solutions at ECOC 2026 in Malaga, Spain.
Tower Semiconductor Ltd. (TSEM) reported that it will participate in ECOC 2026 in Malaga, Spain on September 21–23, 2026, where it will highlight its high-volume silicon photonics and SiGe solutions. Company representatives will be available for meetings to discuss its current and future silicon photonics roadmap.
Tower plans to showcase its Silicon Photonics platform, used for datacenter and telecom optical transceivers and applications such as NPO/CPO for next-generation AI cluster architectures, DWDM lasers, optical circuit switching, FMCW LiDAR for Physical AI, and quantum computing. It will also feature its Silicon Germanium (SiGe) BiCMOS solutions aimed at higher-bandwidth, lower-latency and lower-power demands of next-generation AI infrastructure.
TOWER SEMICONDUCTOR LTD (TSEM) director Yoav Chelouche reported selling 232 Ordinary Shares on September 10, 2026. The sale was executed at a weighted average price of $215.06 per share, in multiple trades on the Tel Aviv Stock Exchange in Israeli shekels. After this transaction, Chelouche directly holds 33,734 Ordinary Shares.
Tower Semiconductor Ltd. (TSEM) reports significantly stronger mid‑2026 results. For the six months ended June 30, 2026, revenue was $873.7 million, up about 19.6% from $730.2 million a year earlier, driven mainly by higher average selling prices from a richer product mix, especially Silicon Photonics shipments, and higher volumes.
Gross profit rose to $248.7 million from $153.2 million, with gross margin improving from 21.0% to 28.5%. Operating profit nearly doubled to $154.9 million, and net profit attributable to the company increased to $155.8 million from $86.7 million; basic EPS grew to $1.38 from $0.78. Operating cash flow was very strong at $686.9 million, including a $282.6 million increase in customers’ advances, funding heavy capital spending of $343.0 million on property and equipment and $330.0 million of additional short‑term deposits.
As of June 30, 2026, cash and cash equivalents were $231.2 million and total shareholders’ equity $3.07 billion. Tower agreed a restructuring of its TPSCo operations under which it expects to gain full ownership of the Uozu fab and receive a $25,000 payment, and announced a Japan 300mm SiPho/SiGe capacity expansion plan supported by expected METI cash grants. The company also disclosed patent infringement actions filed by GlobalFoundries, which it disputes.
Tower Semiconductor Ltd. Chief Executive Officer Russell Craig Ellwanger reported sales of 181,535 Ordinary Shares of the company in 27 open-market transactions on August 10–11, 2026. The shares relate to fully vested restricted stock units granted more than three years earlier and were sold pursuant to a pre-arranged, pre-scheduled order instruction established on March 12, 2026, when he was stated not to be in possession of material non-public information. The trades were executed on the Tel Aviv Stock Exchange, with per-share prices reported on a weighted-average basis in New Israeli Shekels and translated to U.S. dollars.
Tower Semiconductor Ltd. reported that company representatives will participate in two upcoming investor conferences in the United States. They plan to attend the 2026 Jefferies Semiconductor, IT Hardware and Communications Technology Conference on August 25–26, 2026 in Chicago and the Benchmark-StoneX 13th Annual Tech, Media and Telecom Conference on September 10, 2026 in New York. Investors will have opportunities for one-on-one meetings by coordinating with conference organizers or the company’s investor relations contacts. Tower Semiconductor describes itself as a leading foundry of high-value analog semiconductor solutions, operating fabrication facilities in Israel, the U.S., Japan through a 51% holding in TPSCo, and a shared 300mm facility in Agrate, Italy with STMicroelectronics.
Tower Semiconductor Ltd. reports a technology collaboration with OpenLight and Cadence to expand the PH18DA indium phosphide-on-silicon photonics ecosystem. OpenLight’s photonic Process Design Kit is now available within Cadence electronic design automation tools and supports fabrication on Tower’s PH18DA platform.
The ecosystem combines OpenLight’s photonics IP, Tower’s process and manufacturing capabilities, and Cadence’s design tools to let customers design advanced photonic integrated circuits in a familiar IC design environment. This supports integration of active components such as lasers, modulators, and amplifiers on a single monolithic PIC for applications including optical interconnects, AI infrastructure, sensing, and next-generation near- and co-packaged optics solutions.
Tower Semiconductor Ltd. reported record second quarter 2026 results, with revenue of $460 million, up 24% year over year. Gross profit reached a record $138 million, 72% above the prior year period, and operating profit was $90 million, about 2.3X second quarter 2025. Net profit was a record $91 million (excluding non-recurring items), a 20% net margin and 95% higher than the $47 million earned a year earlier, translating to basic and diluted EPS of $0.80 and $0.79. For the first half of 2026, revenue was $873.7 million and net profit attributable to the company was $155.8 million, with basic EPS of $1.38. Second-quarter cash from operating activities was $177 million and investments in property and equipment, net, were $187 million.
The company guided third quarter 2026 revenue to $520 million with an up or down range of 5%, which at the midpoint implies 31% year-over-year and 13% quarter-over-quarter growth. Management highlighted strong demand across key business units, including SiPho, which showed triple-digit year-over-year revenue growth to a $680 million annual run rate in the second quarter from $180 million a year earlier, with plans to exceed a $1 billion annual run rate in the fourth quarter of 2026. The CEO stated that the company is raising its 2028 target business model to $3.6 billion of revenue and $1.2 billion net profit, described as fully spoken for by customers.
Migdal Insurance & Financial Holdings Ltd., through various subsidiaries, reports beneficial ownership of 6,744,227.47 ordinary shares of Tower Semiconductor Ltd., representing 5.98% of the outstanding ordinary shares, based on 112,824,944 shares outstanding as of July 8, 2026.
The shares are held across Migdal Sal Domestic Equities, Migdal Mutual Funds Ltd., and Migdal Insurance Company Ltd., which each manage funds for policyholders, pension and provident fund members, mutual fund unit holders, and portfolio clients. Each subsidiary operates under independent management and makes its own independent voting and investment decisions.
The filing states that neither Migdal nor its subsidiaries admit that they form a group for purposes of Section 13(d), and they disclaim beneficial ownership of any Tower Semiconductor shares beyond their actual pecuniary interest. Voting and dispositive powers are shared across subsidiaries, with no sole voting or dispositive power reported.