Lumentum Is Sold Out Through 2029. Could Tower Semiconductor Be the Next Big Winner? Tower Semiconductor is emerging as an intriguing way to invest in AI infrastructure. Barchart · Oct 14
NVIDIA Just Named AI's Next Bottleneck—And These 3 Stocks Sit Right In It 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. MarketBeat · Sep 20
Tower Semiconductor Just Scored a New Bullish Rating. What to Know. Barclays initiates coverage on Tower Semiconductor stock with an "Overweight" rating. Here’s why analyst Simon Coles is bullish on TSEM shares. Barchart · Sep 18
A $3 Billion Reason to Buy Tower Semiconductor Stock Here Tower Semiconductor is making a bold $3 billion bet on Japan, expanding its manufacturing capacity and boosting investor confidence. Barchart · Jul 16
Tower Semiconductor’s AI Rally Is Built on a Light-Speed Bet 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. MarketBeat · Jul 15
Marvell’s Hidden Growth Engine Just Achieved a Major Milestone That the Market Hasn’t Priced In Yet The company's photonics business is gaining traction as Tower Semiconductor ships 5 million PICs to customers. Barchart · Jul 12
India’s lost chip dream: The mysterious 1989 fire that may have cost the nation the AI race India began semiconductor manufacturing before Taiwan Semiconductor Manufacturing Company. A fire in 1989 and policy neglect stalled progress. The Mohali facility now uses old technology for defense and space. The government plans to modernize it, aiming for advanced chip production. This effort seeks to revive India's chip dream. The Economic Times · May 19
Aeluma's Post-Earnings Dip Creates a Buying Opportunity Aeluma is in a position to disrupt the semiconductor industry, as it has an advanced technique for compound semiconductors the industry needs. MarketBeat · May 15
Tower Semiconductor Q1 Earnings Call Highlights Tower Semiconductor (NASDAQ:TSEM) reported a sharp year-over-year increase in first-quarter 2026 profit and issued guidance for what it said would be the highest quarterly revenue in the company’s history, driven by accelerating demand in silicon photonics and related technologies for AI data center MarketBeat · May 13
Tower Semi forecasts upbeat quarterly revenue, signs $1.3 billion in AI chip deals Tower Semiconductor anticipates exceeding second-quarter revenue expectations. The company has secured significant deals worth $1.3 billion for 2027, focusing on chips for artificial intelligence data centers. These advancements are driven by robust demand for their specialised processors. Tower Semiconductor is confident in its financial targets for 2028, projecting substantial annual… The Economic Times · May 13
Aeluma’s Market Is Laser-Focused on Fresh Highs—Here’s Why Aeluma is well-positioned to disrupt AI infrastructure markets with its proprietary compound semiconductor technology and manufacturing processes. MarketBeat · Apr 20
An All-Time High Plus Great Revenue and Earnings Has This Tech Stock Towering Above the Rest Tower Semiconductor (TSEM) has strong technical momentum and is trading at new all-time highs. Shares are up 490% over the past 52 weeks. TSEM maintains a 100% “Buy” technical opinion from Barchart. Analyst sentiment is mixed, with price targets ranging from $54 to $217 and several “Hold” ratings, reflecting valuation... Barchart · Apr 7
Tower Semiconductor Just Struck a New AI Deal with Nvidia. Should You Buy TSEM Stock Here? This pure-play foundry is riding a fresh AI wave after striking a high-impact silicon photonics deal with NVIDIA. Is TSEM a buy now? Barchart · Feb 7
Why Tower Semiconductor Stock Is Gaining Today Tower Semiconductor Ltd. (NASDAQ:TSEM) shares are trading higher on Wednesday after the firm unveiled a new foundry path for co-packaged optics. Benzinga · Nov 12, 2025
Benzinga · Aug 12, 2025 Tower Semiconductor Teams Up With AIStorm On New High-Speed AI Chip Tower Semiconductor Ltd. (NASDAQ:TSEM) on Tuesday said it is teaming up with AIStorm to launch a high-speed imaging chip that brings slow-motion analysis to the masses.
Benzinga · Aug 5, 2025 Tower Semiconductor Analysts Boost Their Forecasts After Upbeat Q2 Earnings Tower Semiconductor Ltd. (NASDAQ:TSEM) reported better-than-expected second-quarter financial results on Monday.
Benzinga · Aug 4, 2025 Tower Semiconductor Eyes Strong Growth As RF Infrastructure Momentum Builds Tower Semiconductor (NASDAQ: TSEM) stock gained after it reported fiscal second-quarter results on Monday.
Barchart · Aug 19, 2024 3 Overlooked Semiconductor Stocks With 17% to 51% Upside Potential The semiconductor industry is booming in 2024, and three lesser-known stocks - Silicon Motion Technology, SMART Global Holdings, and Tower Semiconductor - are strategically positioned to ride the growth wave, offering upside potential between 17% and 51%.
StockNews.com · Apr 17, 2024 3 Chip Stocks to Hold Amidst Market Risks The semiconductor industry’s long-term growth is fueled by robust demand, particularly across the consumer electronics sector, favorable government policies, and technological advances. Amid market risks, it could be ideal to hold quality chip stocks Trio-Tech (TRT), Tower Semiconductor (TSEM), and Amkor Technology (AMKR). Keep reading….
AnandTech · Jan 25, 2024 Intel Teams Up with UMC for 12nm Fab Node at IFS Intel and UMC on Thursday said they had entered into an agreement to jointly to develop a 12 nm photolithography process for high-growth markets such as mobile, communication infrastructure, and networking. Under the terms of the deal, the two companies will co-design a 12 nm-class foundry node that Intel Foundry…
AnandTech · Dec 6, 2023 TSMC Solidifies Leadership on Foundry Market as Intel Jumps into Top 10 The global foundry industry witnessed a substantial rise in demand in the third quarter of 2023, according to TrendForce. The Top 10 foundries collectively saw their revenue soar to about $28.29 billion, marking a 7.9% increase compared to the previous quarter. Taiwan Semiconductor Manufacturing Co. (TSMC) maintained its No. 1…
StockNews.com · Dec 6, 2023 3 Chip Stocks Floating High on December Gains The semiconductor industry’s outlook appears optimistic owing to extensive chip usage in several end-use applications, rapid adoption of the latest technologies, and growing government investments. Thus, it could be wise to invest in robust chip stocks Cirrus Logic (CRUS), Tower Semiconductor (TSEM), and Applied Materials (AMAT) this month for substantial…
Barchart · Sep 8, 2023 1 Mega-Cap Chip Stock to Avoid in September Intel stock has underperformed the equity markets over the last two decades, and currently lags far behind AI-fueled rivals like Nvidia. Here's why INTC remains a mega-cap tech stock to skip right now.
Windows Central · Aug 20, 2023 Microsoft News Roundup: ChatGPT at risk, Surface event confirmed, and Xbox community rules revamped Microsoft confirmed a Surface event and revamped its Xbox community guidelines this week. We also saw a report that OpenAI is marking toward bankruptcy. Here are the details on those stories and more in our weekly news roundup.
Windows Central · Aug 16, 2023 Intel's purchase of Tower terminated, likely blocked by Chinese regulator Despite the best efforts of CEO Pat Gelsinger, Intel was not able to secure regulatory approval for its $5.4 billion purchase of Tower Semiconductor. The deal has now been terminated by both sides.