Tower Semiconductor

TSEM

Market cap $26.5B

When artificial intelligence (AI) models scale, they inevitably run into a hard physical limit. Modern data centers currently rely on traditional copper wiring to connect servers and graphics processing units.

Tower Semiconductor (NASDAQ:TSEM) experienced a significant Power Inflow alert, a key bullish indicator that is closely tracked by traders who value order flow analytics, specifically institutional and retail order flow data.

Tower is making a major investment to increase capacity. The company received a sizeable grant from the Government of Japan.

Tower Semiconductor (NASDAQ:TSEM) shares rose 13% on Tuesday after the company announced a strategic expansion of its silicon photonics, silicon germanium (SiGe), and advanced packaging capabilities in Japan with support from the Japanese government. The semiconductor foundry said the dual-track expansion plan is designed to significantly increase manufacturing capacity and support growing customer demand, particularly from artificial intelligence and data center applications requiring next-generation optical connectivity.

Tower Semiconductor stock surges after the chips manufacturer announces plans for a $3 billion expansion in Japan.

The Israeli chip manufacturer said it will spend $3 billion on expanding its chip production in Japan, with $1 billion coming from a Japanese government grant.

Israeli chipmaker Tower Semiconductor said on Tuesday it will invest $3 billion to bolster chip manufacturing ​in Japan, including $1 billion in grants from ‌the Japanese government.

Tower announced a parallel dual-track strategic expansion of its 300mm SiPho, SiGe, and advanced packaging capabilities in Japan, with support from METI.

MIGDAL HAEMEK, Israel – July 7, 2026 – Tower Semiconductor (NASDAQ/ TASE: TSEM), the leading foundry of high value analog semiconductor solutions, will issue its second quarter 2026 earnings release on Tuesday, August 4, 2026. The Company will hold a conference call to discuss its second quarter 2026 financial results and third quarter 2026 guidance on Tuesday, August 4, 2026, at 10:00 a.m. Eastern Time (09:00 a.m. Central, 08:00 a.m. Mountain, 07:00 a.m. Pacific and 05:00 p.m. Israel time).

Tower Semiconductor fell along with many AI chip stocks. The New York Times reported yesterday that OpenAI may delay its IPO.