Xanadu and Tower Semiconductor Deepen Strategic Collaboration to Accelerate Photonic Quantum Hardware Innovation

Strengthening the manufacturing foundation for commercial-scale photonic quantum computing MIGDAL HAEMEK, Israel, and Toronto, ON, February 19, 2026 - Tower Semiconductor , the leading foundry of high-value analog semiconductor solutions, and Xanadu, a leading photonic quantum computing company, today announced an expansion of their collaboration in developing advanced silicon photonics for fault tolerant quantum computers based on Tower's high-volume silicon photonics platform. These developments build on prior collaborative technical achievements, including a series of successful joint tapeouts to test and refine Xanadu's designs on Tower Semiconductor process flows.

GlobeNewsWire • Feb 19, 2026

Tower Semiconductor and Scintil Photonics Announce Availability of World's First Heterogeneously Integrated DWDM Lasers for AI Infrastructure

Tower Semiconductor validates Scintil's DWDM laser arrays for AI co-packaged optics, establishing first production path for multi-wavelength CPO at scale.

GlobeNewsWire • Feb 17, 2026

Tower Semiconductor and Scintil Photonics Announce Availability of World's First Heterogeneously Integrated DWDM Lasers for AI Infrastructure

Combined with Tower's multi-site global footprint, Scintil's unique SHIP™ platform is ready to take on the challenging requirements of the next generation Hyperscale AI Infrastructure

GlobeNewsWire • Feb 17, 2026

This $173 Million Bet Just Made Tower Semiconductor 26% of a Portfolio Amid a Staggering One-Year Stock Surge

Turiya Advisors initiated a new stake of 1,472,045 shares in TSEM during the fourth quarter. The quarter-end position value increased by $172.85 million as a result of the new position.

The Motley Fool • Feb 12, 2026

Tower Semiconductor beats quarterly profit estimates on AI-driven chip demand

Israeli contract chipmaker Tower Semiconductor beat Wall Street expectations for fourth-quarter profit on Wednesday, helped by demand for its chips for fast data transmission in artificial intelligence infrastructure.

Reuters • Feb 11, 2026

Tower Semiconductor Tops Q4 Estimates, Raises Q1 Sales Target

Tower Semiconductor beat consensus estimates for the fourth quarter and with its guidance for the current period. But TSEM stock fell.

Investors Business Daily • Feb 11, 2026

Tower Semiconductor Ltd. (TSEM) Q4 2025 Earnings Call Transcript

Tower Semiconductor Ltd. (TSEM) Q4 2025 Earnings Call Transcript

Seeking Alpha • Feb 11, 2026

Tower Semiconductor Q4: Capitalized On The AI Demand, Hold

Tower Semiconductor Ltd. reported mixed Q4 results, with strong AI-driven RF infrastructure growth but sequential sales decline and stretched valuation. RF Infrastructure, led by SiPho and SiGe chips, now comprises 27% of revenue, with SiPho up 115% y/y, driving margin expansion and profitability. TSEM boasts a robust balance sheet with $1.1B in liquidity and minimal debt and has pre-sold capacity through at least 2028, supporting long-term growth.

Seeking Alpha • Feb 11, 2026

Tower Semiconductor Teams with NVIDIA to Advance AI Infrastructure with 1.6T Data Center Optical Modules

Tower's advanced Silicon Photonics platform enables optical and network infrastructure ecosystem with high-speed data transceivers for AI deployments

GlobeNewsWire • Feb 5, 2026

Why a 191% Stock Surge Didn't Stop This Fund From Buying $5 Million of Tower Semiconductor

Rockingstone Advisors acquired 45,100 shares of TSEM in the fourth quarter. The shares were worth about $5.30 million at quarter-end.

The Motley Fool • Jan 29, 2026