TSEM

MIGDAL HAEMEK, Israel, - Sept 23, 2026 - Tower Semiconductor (NASDAQ/TASE: TSEM), the leading foundry for high-value analog semiconductor solutions, today announced its 2026 Technical Global Symposium (TGS), to be held on November 17, 2026, in Santa Clara, California, USA. Bringing together customers, partners and industry leaders, the event will explore technologies and market trends driving and shaping the evolution of AI infrastructure, high-performance computing, advanced connectivity, and intelligent sensing.

AI's loudest voices spent the week telling everyone to slow down, and the market took them at their word. AI infrastructure names sold off into a month that traditionally is already unkind to stocks.

High-volume shipment of laser-integrated serviceable optical engines addressing the urgent demand for high-performance optical interconnects in AI infra.

Tower Semiconductor is rapidly transforming into a silicon photonics leader, now driving nearly half its revenue from AI optical content. Q2 2026 delivered record revenue of $460M, with 55% incremental operating leverage and a robust shift toward higher-margin 300mm SiPho and SiGe wafers. Management raised the 2028 model to $3.6B in revenue and $1.2B in net profit, underpinned by strong customer prepayments and fully funded capacity expansions.

Shares of United Microelectronics (NYSE:UMC | UMC Price Prediction) are dropping 7% Tuesday afternoon to $18.22, part of a broad foundry selloff tied to renewed fears about AI capital spending.

MIGDAL HAEMEK, Israel, August 12, 2026 – Tower Semiconductor (NASDAQ/TASE: TSEM), a leading foundry of high-value analog semiconductor solutions, today announced that its company representatives will participate in the 2026 Jefferies Semiconductor, IT Hardware and Communications Technology Conference on Tuesday, August 25th and Wednesday, August 26th, and the Benchmark-StoneX 13th Annual Tech, Media and Telecom Conference on Thursday, September 10th.

SANTA BARBARA, Calif. & MIGDAL HAEMEK, Israel--(BUSINESS WIRE)--OpenLight, a leader in heterogeneous III‑V‑on‑silicon photonic integration and custom Photonic Application‑Specific Integrated Circuits (PASICs), and Tower Semiconductor (NASDAQ/TASE: TSEM), the leading foundry for high-value analog semiconductor solutions, today announced the availability of OpenLight's photonic Process Design Kit (PDK) for Tower Semiconductor's PH18DA indium phosphide (InP)-on-silicon photonics platform in Cadenc.

Tower Semiconductor Ltd. (TSEM) Q2 2026 Earnings Call Transcript

Tower Semiconductor NASDAQ: TSEM reported record second-quarter 2026 revenue and profitability, citing accelerating demand for silicon photonics and related data-center connectivity products. The company also raised its 2028 financial model and detailed a two-track expansion plan in Japan intended to increase 300-millimeter manufacturing capacity for silicon photonics, silicon germanium and advanced optical packaging.

Tower Semiconductor (NASDAQ:TSEM) has reported second quarter results above Wall Street expectations, including record revenue and profitability as the chipmaker continues to benefit from demand across its key business units. The company reported adjusted earnings per share of $0.88 for the second quarter, above the analyst consensus of $0.67.