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

Tower Semiconductor Q2 Earnings Call Highlights

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.

MarketBeat • Aug 4, 2026

Tower Semiconductor tops second quarter earnings and revenue expectations

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.

Proactive Investors • Aug 4, 2026

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

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

Seeking Alpha • Aug 4, 2026