Yes, iShares Semiconductor ETF (SOXX) holds TSEM with 1.22% (as of 2026-09-22).

Tower Semiconductor Ltd. (TSEM) is held by SOXX (1.22%).

What sector is TSEM in?

Tower Semiconductor Ltd. is classified under GICS Information Technology (Semiconductors).

What is TSEM's last close price?

TSEM last closed at $219.62 on 2026-09-24.

TSEM

NASDAQNext earnings·Nov 9AnalystsStrong Buy·9+43%

Tower Semiconductor Ltd.

Information Technology · Semiconductors

$219.62last close

+223.8%~252d

Price

+223.83% over 1Y

2 auto-fib

Thesis

as of 2026-09-23

Bull case

Specialty foundry; legacy-node analog/RF/power/sensors - explicitly NOT competing with $TSM N3/N2.

- Silicon-photonics foundry partner for hyperscaler 800G/1.6T optical engines - structural beneficiary of the $NVDA / $AVGO co-packaged optics ramp.

- $INTC IFS New Mexico deal (2024) gives Tower 300mm capacity on Intel-owned tools for 65nm analog/power without capex - capital-efficient growth lever.

- RF SOI franchise (5G PA front-ends) anchored by $QCOM, $SWKS, $QRVO; durable specialty share vs $UMC / $GFS.

- CMOS image sensor partner for $SONY and automotive - exposure to ADAS sensor content growth.

- 2023 $INTC merger termination paid $353M breakup fee; balance sheet net-cash, no leverage overhang.

Bear case

- Specialty-foundry pricing power thin vs $TSM - gross margin structurally 20-25%, not 50%+.

- Customer concentration: top-10 ~60% of revenue, $QCOM RF SOI cycle drives quarterly variance.

- Geopolitical: Israel fab exposure + Japan Panasonic JV (TPSCo) operational complexity.

- Legacy-node thesis depends on advanced packaging keeping older nodes relevant; CoWoS substitution risk multi-year.

- IFS partnership upside dependent on Intel foundry survival - counterparty risk if $INTC walks back IFS.

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Analyze TSEM· interactive tools

Conviction· in 1 watchlist

Top correlated· 252d co-movement

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0.65

Frequently asked questions

Is TSEM in SOXX?: Yes, iShares Semiconductor ETF (SOXX) holds TSEM with 1.22% (as of 2026-09-22).
What ETFs hold TSEM?: Tower Semiconductor Ltd. (TSEM) is held by SOXX (1.22%).
What sector is TSEM in?: Tower Semiconductor Ltd. is classified under GICS Information Technology (Semiconductors).
What is TSEM's last close price?: TSEM last closed at $219.62 on 2026-09-24.

•2024-09 - $INTC IFS New Mexico capacity-share agreement: Tower runs 300mm 65nm analog on Intel-owned tools, ramp through 2027.
•2024-03 - Silicon-photonics foundry MOU with multiple hyperscaler-tier optical-engine customers (undisclosed) for 800G/1.6T transceivers.
•2023-08 - $INTC acquisition terminated; Tower received $353M breakup fee, returned to standalone strategy.
•2023 - Renewed multi-year RF SOI supply agreements with $QCOM and $SWKS covering 5G PA front-ends.
•Ongoing - TPSCo (Japan JV with Panasonic) operates 3 Japanese fabs serving $SONY image-sensor and automotive analog demand.

Key levels

$223.05
0.382 retr of 66.30->319.94 (52w) · 2026-09-24
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
-1.5%
$193.12
0.5 retr of 66.30->319.94 (52w) · 2026-09-24
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
+13.7%
$163.19
0.618 retr of 66.30->319.94 (52w) · 2026-09-24
Out of reach · reference only
+34.6%
$120.58
0.786 retr of 66.30->319.94 (52w) · 2026-09-24
Out of reach · reference only
+82.1%

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Facts

Exchange: NASDAQ
Currency: USD
Market cap: $26.05B
Last update: 2026-09-24

Revenue (TTM)$1.7B

P/E91.1×

P/S15.2×

Net margin16.9%