Notícias

Tower Semiconductor Ltd. (NASDAQ:TSEM) is positioned to benefit from the rapid growth of optical connectivity as artificial intelligence (AI) infrastructure drives demand for faster and more efficient data transmission. In a September 18 research note, Barclays initiated an Overweight rating on the stock with a $310 price target, citing the company’s position in the silicon […]

The Philadelphia semiconductor index, known as SOX, rose Monday after completing its annual reconstitution.

Memory and silicon photonics shortages run through 2030, and Micron, Coherent and Tower Semiconductor sit on the supply side of an AI buildout under strain.

Barclays initiates coverage on Tower Semiconductor stock with an "Overweight" rating. Here’s why analyst Simon Coles is bullish on TSEM shares.

Barclays sees Tower Semiconductor as a leading silicon photonics foundry positioned to benefit as optical becomes one of the fastest-growing semiconductor end markets, per TheFly.

Tower Semiconductor and NewPhotonics recently reported high-volume shipments of laser-integrated photonic optical engines for AI infrastructure, built on Tower’s PH18DA silicon photonics platform and supporting data rates from 800G to 1.6T with higher-bandwidth 6.4T near-packaged optics planned for volume production from First Half 2027. This collaboration highlights Tower’s role at the center of advanced optical interconnects, where integrating lasers, modulators, amplifiers, and...

Markets took a beating Tuesday as war tensions, surging oil, and the September curse hammered stocks, bonds, and gold all at once. Find out which stocks Wall Street upgraded, downgraded, or initiated fresh coverage on as analysts scramble to reposition heading into a brutal stretch.

Five days. That’s the gap between Defiance ETFs filing paperwork for a 2X daily bearish bet against Taiwan Semiconductor Manufacturing (NYSE:TSM) and launching a long fund built on the very foundry industry that Taiwan Semiconductor dominates. On August 26, 2026, the firm filed for a 2X short TSM product. On September 1, 2026, the same sponsor […]

A Wall Street Journal report on $3 trillion in off-balance-sheet tech commitments just sent shockwaves through the foundry sector, and the ripple effects are raising uncomfortable questions about whether the AI buildout can actually support current chip valuations.

While Wall Street crowds into the same AI megacaps, the real infrastructure buildout runs through specialty chip names that most desks barely touch, and three of them are quietly posting explosive growth metrics that generalist money has yet to notice.

Silicon photonics run rate reached $680 million, targeting $1 billion by year-end.

Moby summary of Lightwave Logic, Inc.'s Q2 2026 earnings call

Bank of America just told investors that one of this year's biggest semiconductor winners is still cheap. On Aug. 7, BofA Securities started covering Tower Semiconductor (TSEM) with a Buy rating and a $367 price target. The call landed days after Tower posted the best quarter in its history. ...

Tower Semiconductor stock has delivered very strong returns over the past few years, yet on the current checks it still screens as expensive rather than a clear bargain. After such a powerful move, investors now have to weigh rich valuation signals against confidence in the company’s growth ambitions. Over the last 5 years Tower Semiconductor has returned roughly 7.9x, which puts recent valuation concerns into the context of a very powerful longer term rally. The company is leaning on...

Why Tower Semiconductor Stock Is Back in Focus After Q2 Results Tower Semiconductor (TSEM) is drawing fresh attention after reporting second quarter 2026 earnings on 4 August, along with record revenue guidance for the third quarter that places upcoming sales expectations at around US$520 million. See our latest analysis for Tower Semiconductor. The strong earnings update appears to be feeding into Tower Semiconductor’s share price momentum, with a 1 day share price return of 12.37% and year...

Tower Semiconductor recently reported past second-quarter 2026 results showing sales of US$460.08 million and net income of US$90.77 million, with both basic and diluted earnings per share from continuing operations increasing compared with a year earlier. For the first half of 2026, the company also lifted profitability alongside higher sales and then issued record third-quarter revenue guidance of about US$520 million, highlighting stronger operating momentum than previously reflected in...

This semiconductor stock has doubled in 2026 -- and the climb may not be ending anytime soon.

Wall Street analysts reshuffled their ratings on Friday with some bold calls that could move money fast, including a dramatic target cut on Trade Desk and a fresh Buy on SpaceX as markets brace for next week's inflation data.

Moby summary of Tower Semiconductor Ltd.'s Q2 2026 earnings call

Record Q2 revenue of $460 million, up 24% year-over-year, driven by surging silicon photonics and RF infrastructure demand, with 2028 targets raised to $3.6 billion in revenue.

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

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...

Tower Semiconductor (NASDAQ:TSEM) reported second-quarter 2026 results that surpassed Wall Street expectations and issued third-quarter revenue guidance that came in well above analyst forecasts. The stronger outlook helped lift the company’s shares 1.

KraneShares just launched an actively managed ETF targeting the laser and optical chip companies powering AI data centers, but a fund with only two days of price history, a waivable fee discount, and holdings already deep in a selloff raises a pointed question about whether the timing is opportunity or trap.

Tower Semiconductor is making a bold $3 billion bet on Japan, expanding its manufacturing capacity and boosting investor confidence.

Tower Semiconductor stock has delivered a very large 817.1% return over the past five years, yet the valuation checks paint it as expensive rather than a clear bargain, which raises questions about how much of the growth story around AI chips and photonics is already reflected in the current price. The roughly 8.2x gain over five years suggests long term holders have already captured substantial value that any new buyer needs to weigh against current expectations. The planned US$3b expansion...

Tower Semiconductor (NasdaqGS:TSEM) is back in focus after outlining a roughly $3b dual track expansion of its 300mm silicon photonics, silicon germanium, and advanced packaging capacity in Japan, supported by about $1b in government grants. See our latest analysis for Tower Semiconductor. The recent Japan expansion announcement has come on the back of sharp share price swings, with Tower Semiconductor’s stock up 15.8% over seven days but down 12.5% over 30 days, while the year-to-date share...

In mid-July 2026, Tower Semiconductor announced a dual-track expansion of its 300mm silicon photonics, silicon germanium, and advanced packaging capacity in Japan, backed by approximately US$1.00 billion in government grants as part of a roughly US$3.00 billion investment plan. The company also updated its 2028 business model to target US$3.60 billion in revenue and US$1.20 billion in net profit, signaling how this Japan build-out could reshape its scale in AI and data-center oriented...

Tower Semiconductor shares rose after it unveiled a $3 billion silicon photonics expansion in Japan, backed by a $1 billion government grant and $1.3 billion in 2027 customer contracts.

The Israeli firm’s dual-track investment aims to boost Japan’s chipmaking capacity and supply chain with government backing.