Welcome to our dedicated page for Tower Semiconductor SEC filings (Ticker: TSEM), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Tower Semiconductor Ltd (TSEM) files reports and disclosures with the U.S. Securities and Exchange Commission as a foreign private issuer, primarily through Form 20-F and Form 6-K filings. These documents provide details on the company’s operations as a pure-play specialty semiconductor foundry, its analog and mixed-signal process platforms, and its activities in markets such as consumer, industrial, automotive, mobile, infrastructure, medical, and aerospace and defense.
On this page, users can review Tower Semiconductor’s Form 6-K current reports, which frequently include press releases about technology collaborations, new process offerings, investor conference participation, and financial results. Examples include announcements of Silicon Photonics (SiPho) and SiGe BiCMOS 3D-IC integration, power management platforms on 65nm BCD technology, high-speed imaging solutions, and industry awards recognizing its RF SOI technology and supply chain support.
Annual reports on Form 20-F and related filings typically describe the company’s foundry business model, manufacturing footprint in Israel, the United States, Japan, and Italy, and its range of process platforms such as SiGe, BiCMOS, mixed-signal/CMOS, RF CMOS, CMOS sensor, non-imaging sensors, displays, integrated power management (BCD and 700V), photonics, and MEMS. These filings also discuss risks, forward-looking statements, and other regulatory disclosures.
Stock Titan’s SEC filings page provides real-time access to Tower Semiconductor’s EDGAR submissions, along with AI-powered summaries that can help interpret lengthy documents. Users can quickly locate quarterly and annual reports, technology-related 6-Ks, and other regulatory materials, and use AI-generated insights to understand how Tower Semiconductor’s foundry platforms, capacity arrangements, and market focus are presented in its official filings.
Tower Semiconductor Ltd. received an updated ownership filing from Senvest Management, LLC and Richard Mashaal. They report beneficial ownership of 3,971,656 ordinary shares, representing 3.6% of Tower’s outstanding ordinary shares, based on 111,845,587 shares outstanding as of May 31, 2025.
The shares are held through Senvest Master Fund, LP and Senvest Technology Partners Master Fund, LP, for which Senvest Management acts as investment manager and Mashaal is managing member. The filers state the securities are not held for the purpose of changing or influencing control of Tower Semiconductor.
Tower Semiconductor reported record fourth quarter 2025 revenue of $440 million, up 14% year-over-year and 11% sequentially, with revenue up 23% from the first to the fourth quarter as the company met its 2025 growth targets.
Fourth quarter gross profit was $118 million and operating profit was $71 million, while net profit reached $80 million, or $0.71 basic earnings per share. For full year 2025, revenue was $1.57 billion, up from $1.44 billion in 2024, with net profit of $220 million, or $1.97 basic earnings per share.
The company is executing a total of $920 million in SiPho and SiGe capital investments, including a new $270 million expansion, targeting capacity more than five times the fourth quarter 2025 SiPho wafer run-rate by the fourth quarter of 2026, with over 70% of SiPho capacity reserved or in process through 2028 backed by customer prepayments. Management guides first quarter 2026 revenue of $412 million plus or minus 5%, about 15% higher year-over-year.
The company also disclosed that Intel has expressed an intention not to perform under a 300mm capacity agreement for wafers in New Mexico, with the parties currently in mediation and affected customer flows being redirected to Tower’s Fab7 in Japan.
Menora Mivtachim group has disclosed a significant holding in Tower Semiconductor Ltd. through an amended Schedule 13G. Menora Mivtachim Holdings Ltd. reports beneficial ownership of 6,898,163 ordinary shares, representing 6.17% of Tower’s ordinary shares, based on 111,845,587 shares outstanding as of May 31, 2025.
Affiliate Menora Mivtachim Pensions & Gemel Ltd. separately reports 6,046,352 ordinary shares, or 5.41% of the class, as of December 31, 2025. The shares are held across several subsidiaries for the benefit of insurance policyholders, portfolio clients, and pension and provident fund members.
Menora and its subsidiaries expressly disclaim beneficial ownership beyond their pecuniary interest and certify that the securities were not acquired and are not held for the purpose of changing or influencing control of Tower Semiconductor.
Tower Semiconductor filed a 6-K describing a new collaboration with NVIDIA to develop 1.6-terabit data center optical modules using Tower’s silicon photonics platform. These high-speed transceivers are designed for NVIDIA networking protocols to support rapidly growing AI infrastructure needs.
The company says its silicon photonics can enable up to double the data rate versus prior solutions, increasing bandwidth and throughput for optical connectivity. Tower highlights ongoing investment in its SiGe and silicon photonics platforms to serve AI, data center networking, and advanced telecom customers.
Tower Semiconductor Ltd. filed a 6-K stating that company representatives will participate in the Susquehanna 15th Annual Technology Conference on Thursday, February 26th at the Lotte New York Palace Hotel in New York. The event includes opportunities for one-on-one meetings between investors and Tower representatives.
The company describes itself as a leading foundry of high-value analog semiconductor solutions, serving markets such as consumer, industrial, automotive, mobile, infrastructure, medical, and aerospace and defense. It operates manufacturing facilities in Israel, the U.S., Japan, and shares a 300mm facility in Italy, with additional 300mm capacity access in Intel’s New Mexico factory.
Tower Semiconductor Ltd. filed a Form 6-K to inform investors that it will release its fourth quarter and fiscal year 2025 financial results on Wednesday, February 11, 2026. The company will host a conference call the same day at 10:00 a.m. Eastern Time to discuss these results and provide guidance for the first quarter of 2026.
The call will be accessible via webcast through the Investor Relations section of Tower Semiconductor’s website, where participants can complete a pre-registration form to receive dial-in details and a unique PIN. A replay of the teleconference will be available for 90 days. Tower Semiconductor describes itself as a leading foundry of high-value analog semiconductor solutions, serving multiple end markets and operating fabrication facilities in Israel, the U.S., Japan, and Italy, with additional capacity access in Intel’s New Mexico factory.
Tower Semiconductor Ltd. reported a collaboration with Switch Semiconductor to launch the SW2001, a monolithic 12‑V Point-of-Load buck regulator built on Tower’s 65nm BCD power management platform. The device targets high-demand uses such as servers, AI compute systems, cloud storage, and telecom infrastructure.
The SW2001 uses Switch’s patented Novo-Drive gate driver and Tower’s ultra-low on-resistance LDMOS devices to reach up to 87% efficiency for 12 V-to-1 V conversion at a 20 A load, while cutting switch-node overshoot and radiated emissions. Sampling with evaluation boards is planned for Q1 2026, with volume production later that year. The companies highlight a monolithic power stages market growing at a 10% CAGR to $3.73 billion by 2030.
Tower Semiconductor (TSEM) furnished a Form 6-K announcing a new foundry capability that brings heterogeneous 3D-IC to its Silicon Photonics (SiPho) and SiGe BiCMOS platforms. The company expanded its mature 300mm wafer bonding technology—proven in stacked BSI image sensors—to stack photonic and electronic wafers at wafer scale. This integrates application-specific functions into a single high-density chip and supports emerging uses such as Co-Packaged Optics (CPO) for data center applications.
Tower also highlighted a design collaboration with Cadence, extending the Virtuoso Studio Heterogeneous Integration flow to enable co-simulation and co-verification across multiple process technologies within one environment. The enhanced design enablement is available as a reference flow and is supported by both companies. Tower stated it has demonstrated precision alignment and reliability for the bonded stacks.
Tower Semiconductor Ltd. submitted a Form 6-K indicating that it issued a press release on November 10, 2025 announcing its financial results. The release covers both the nine-month and three-month periods ended September 30, 2025 and is furnished as Exhibit 99.1 to this report.
Tower Semiconductor Ltd. (TSEM) announced it will issue its third quarter 2025 earnings release on Monday, November 10, 2025, followed by a conference call to discuss Q3 results and Q4 2025 guidance at 10:00 a.m. Eastern Time (05:00 p.m. Israel).
The call will be webcast via the Investor Relations section of the company’s website, where a pre‑registration form for dial‑in participation is available. After registering, participants receive dial‑in details and a unique PIN. A replay of the teleconference will be available for 90 days.