NewPhotonics® and Tower Semiconductor Begin High-Volume Shipments of Laser-Integrated, Serviceable Optical Engine PICs for Scale-Out and Scale Up AI Interconnect

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

GlobeNewsWire • Sep 17, 2026

Tower Semiconductor to Highlight its High-Volume Silicon Photonics and SiGe Solutions for AI Infrastructure, Telecom and Emerging Applications at ECOC 2026

MIGDAL HAEMEK, Israel, September 15, 2026 – Tower Semiconductor (NASDAQ/TASE: TSEM), the leading foundry for high-value analog semiconductor solutions, today announced its participation in upcoming ECOC 2026, taking place September 21–23, 2026 at FYCMA, Malaga, Spain, booth #C1014. During the event days, company representatives will be available for meetings to discuss current and future silicon photonics roadmap.

GlobeNewsWire • Sep 15, 2026

6 Top Stocks With Strong Earnings Growth Trading Well Below 52-Week Highs

Fear is driving the market, not fundamentals. The recent selloff comes despite strong profitable growth and rising earnings expectations as stock valuations grow more attractive. The S&P 500 forward P/E is now below its five-year average, and earnings are expected to climb by more than 25% for the third straight quarter. For high-quality growth stocks, rate-driven valuation compression can create opportunity when prices decline while fundamentals remain intact.

Seeking Alpha • Sep 15, 2026

Tower Semiconductor: Silicon Photonics Inflection, Buy The Drawdown

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.

Seeking Alpha • Aug 31, 2026

United Microelectronics Falls 7%, Tower Semiconductor Sinks 10%, GlobalFoundries Drops 7% as AI Spending Fears Hit Foundries

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.

24/7 Wall Street • Aug 18, 2026

3 Under-the-Radar Chip Stocks Wall Street Is Sleeping On in August

The AI infrastructure trade has crowded into the same handful of megacaps, but the actual buildout runs through dozens of specialty names that most Wall Street desks barely touch.

24/7 Wall Street • Aug 15, 2026

Tower Semiconductor to Participate in August and September Investor Conferences

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.

GlobeNewsWire • Aug 12, 2026

OpenLight and Tower Semiconductor Expand PH18DA Photonics Ecosystem to Accelerate Photonic IC Development

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.

Business Wire • Aug 11, 2026

Here's Why Tower Semiconductor Stock Is Rocketing Higher Today

Bank of America initiated coverage on Tower Semiconductor. Shares of Tower are trading at a premium to their historical valuation.

The Motley Fool • Aug 7, 2026

Why Tower Semiconductor Stock Is Surging Today: TSEM Beats Q2 Earnings, Issues Strong Q3 Outlook

Tower Semiconductor Ltd.  (NASDAQ:TSEM) reported stronger-than-expected second-quarter results and issued upbeat third-quarter guidance.

Benzinga • Aug 4, 2026