Tower Semiconductor

TSEM

Market cap $12.1B

The Touchstone Small Company Fund underperformed its benchmark, the Russell 2000 Index, for the quarter ended September 30, 2025. Among the Fund's top-performing sectors in terms of adding value were Financials and Consumer Staples. From a factor perspective, the Fund's focus on profitable, liquid, and higher quality small cap stocks negatively impacted relative performance during the quarter.

Katamaran acquired 73,635 shares in Tower Semiconductor Ltd. The market valued the holding at $5.32 million as of the time of the filing.

Tower and Switch Semi launch the SW2001 POL regulator, boosting AI and server power efficiency and cutting data-center energy use based on Tower's 65nm BCD

Tower Semiconductor beat sales and earnings expectations for the third quarter. The company's fourth-quarter sales guidance suggests a substantial acceleration for growth.

Tower expands its advanced wafer bonding tech to integrate SiPho and RF-SOI, enabling compact, high-performance chips for next-gen data and telecom markets

Tower Semiconductor (NASDAQ:TSEM) reported better-than-expected fiscal third-quarter results on Monday.

Tower Semiconductor Ltd. ( TSEM ) Q3 2025 Earnings Call November 10, 2025 10:00 AM EST Company Participants Noit Levi-Karoubi - Senior Vice President of Human Resources, Investor Relations & Corporate Communications Russell Ellwanger - CEO & Director Oren Shirazi - CFO & Senior VP of Finance Marco Racanelli - President Conference Call Participants Cody Acree Tavy Rosner - Barclays Bank PLC, Research Division Richard Shannon - Craig-Hallum Capital Group LLC, Research Division Mehdi Hosseini - Susquehanna Financial Group, LLLP, Research Division Lisa Thompson - Zacks Investment Research, Inc. Presentation Operator Good afternoon, ladies and gentlemen, and thank you for standing by.

Israeli contract chipmaker Tower Semiconductor forecast fourth-quarter revenue above estimates on Monday, driven by strong demand for its specialty analog chips used in data centers and artificial intelligence infrastructure.

Israel-based Phoenix Financial Group sold nearly 3.7 million shares of Tower Semiconductor for an estimated $169.5 million in the third quarter. The transaction value represented about 1.4% of fund assets at quarter-end.

Supply has tightened over the past few years, setting NAND up for strong demand and pricing amid constrained supply. TSEM produces Silicon Photonics chips that are used in optical transceivers, which connect data center servers via optics rather than copper Ethernet. Everus Construction Group, Inc. (ECG), a commercial and utilities construction company, rounded out the list of top contributors.