Tower Semiconductor

TSEM

Market cap $14B

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.

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

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

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.

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.

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

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.

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

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

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