$TSEM (Tower Semiconductor Ltd.) — investor discussion on X

Five-factor rating: Sell (sector percentile 20.0%)

Graded daily on value C+, growth B-, profitability C, momentum B, revisions C-. Sector-relative, identical for every user.

Most active credible voices on $TSEM

@aleabitoreddit (Serenity) — 87 mentions · 1.1M followers
@primetrading_ (Alex Desjardins) — 76 mentions · 32.1K followers
@equitydd (Equity investor) — 44 mentions · 11.3K followers

Recent headlines featuring $TSEM

2026-11-02: Tower Q3 revenue rises 33% to $526M; Q4 guide of $600M

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$TSEM — what investors on X are saying · SpikePanel

$TSEMTower Semiconductor Ltd. · Semiconductors · $17.1B

$148.10

-9.2%

Event thread

Key events, in time order

16 items

2026-11-02EarningsBull
TSEM Q3 revenue $526M beat, Q4 guide $600M
Q3 rev +33% YoY, EPS beat, Q4 guide above est., strong silicon photonics demand
D1 -6.7% · since +5.0%
2026-11-02Earnings
Earnings report
D1 -6.7% · since +5.0%

14 earlier events

2026-10-31Earnings
TSEM to Report Earnings Before Open on Nov 2
Earnings release imminent, market watches results
D1 -6.7% · since +5.0%
2026-10-26CompanyBull
TSEM Raises 2028 Revenue and Net Income Guidance
Management targets tripling profits to $1.2B within two years, driven by silicon photonics demand
D1 +6.7% · +5d -13.1%
2026-10-06Analyst
TSEM Featured on Multiple Analyst Watchlists and Fund Flow Mentions
Multiple independent X authors listed TSEM on watchlists or fund flows on Oct 6, indicating heightened market attention
D1 +3.5% · +5d -14.0%
2026-09-25AnalystBull
TSEM Initiated at Outperform by Mizuho Analyst
Bullish initiation signals institutional confidence in the company
D1 +6.1% · +5d +4.5%
2026-09-18ProductBull
TSEM begins high-volume shipments of laser-integrated optical engine PICs with NewPhotonics
High-volume shipments for AI interconnect, supporting 800G-1.6T rates
D1 +2.0% · +5d +3.1%
2 waves of this story
- 2026-09-18 Laser-integrated serviceable optical engines enter volume production, supporting 800G-1.6T rates for AI interconnect demand
- 2026-09-17 High-volume shipments for AI interconnect, supporting 800G-1.6T rates
2026-08-12Company
Tower to Participate in August and September Investor Conferences
Company reps to attend Jefferies semiconductor conference, offering business updates
D1 +4.3% · +5d -13.0%
2026-08-10 → 08-11AnalystBull
OpenLight and Tower Expand PH18DA Photonics Ecosystem to Accelerate Photonic IC Development
Deepened partnership strengthens Tower's foundry role in silicon photonics for AI interconnects
D1 +0.0% · +5d +4.4%
3 waves of this story
- 2026-08-10 Multiple independent sources place TSEM within photonics and AI optical interconnect ecosystem, highlighting its NPO positioning
- 2026-08-11 Company announcement confirms expanded collaboration, reinforcing silicon photonics AI positioning; analysts continue to focus
- 2026-08-11 Deepened partnership strengthens Tower's foundry role in silicon photonics for AI interconnects
2026-08-11Insider selling
Insider selling $25.9M (1)
D1 -1.2% · +5d -3.6%
2026-07-14 → 08-10CompanyBull
Tower draws multiple analyst/trader attention; silicon photonics AI positioning recognized
Multiple independent traders/analysts cite TSEM's silicon photonics/CPO positioning, corroborating BofA's Buy rating
D1 +11.2% · +5d -1.8%
9 waves of this story
- 2026-07-14 With METI support, expands 300mm SiPho, SiGe, and advanced packaging; shares jump 13%
- 2026-07-14 Japan provides $1B grant for $3B expansion, focusing on 300mm silicon photonics and SiGe capacity.
- 2026-07-16 June multi-year InP epiwafer agreement with minimum purchase commitments from year two; $14M multi-year PO
- 2026-07-31 Wedbush cites Q1 print/guidance showing SiPh ramp ahead of schedule, reinforcing expansion thesis amid AI interconnect demand
- 2026-08-04 Q2 results beat with record revenue/profit, corroborating silicon photonics ramp
- 2026-08-05 Q2 sales $460M beat, raised Q3 guidance, premarket +7.2%
- 2026-08-06 Q2 call signals AI infra spend broadening to optical interconnects; stock falls despite beat
- 2026-08-07 BofA starts coverage with Buy, highlighting Tower's leading SiPho PIC manufacturing for AI data centers, expecting SiPho revenue to double in 2026
- 2026-08-10 Multiple independent traders/analysts cite TSEM's silicon photonics/CPO positioning, corroborating BofA's Buy rating
2026-08-10Insider selling
Insider selling $19.7M (1)
D1 +0.0% · +5d +4.4%
2026-08-04 → 08-07EarningsBull
Tower Semiconductor Q2 beats, record revenue and profitability
BofA cites TSEM's leading SiPho PIC share in AI data centers, sees SiPho revenue doubling in 2026, EBITDA CAGR 62% 2025-28
D1 +2.2% · +5d +4.2%
4 waves of this story
- 2026-08-04 Q2 results beat Wall Street expectations with record revenue and profitability, drawing market attention.
- 2026-08-05 Record Q2 revenue/profit, raised Q3 outlook, premarket +7.2%
- 2026-08-06 Call provides upstream signal that AI capex is broadening from accelerators into optical interconnects, supporting outlook
- 2026-08-07 BofA cites TSEM's leading SiPho PIC share in AI data centers, sees SiPho revenue doubling in 2026, EBITDA CAGR 62% 2025-28
2026-08-04Earnings
Earnings report
Q2 2026 revenue was $460 million, up 11% quarter-over-quarter and 24% year-over-year, with record gross margin of 30%, operating margin of 20%, and net margin of 20%.
D1 +2.2% · +5d +4.2%
2026-07-14 → 07-15CompanyBull
Tower Semiconductor Secures $1B Japan Grant, Launches $3B Japan Expansion
Supported by METI, focusing on 300mm SiPho, SiGe, and advanced packaging capacity
D1 +11.2% · +5d -1.8%
2 waves of this story
- 2026-07-14 Backed by $1B Japanese grant, boosts SiPho, SiGe, and advanced packaging
- 2026-07-15 Supported by METI, focusing on 300mm SiPho, SiGe, and advanced packaging capacity
2026-07-13Insider sellingBear
Insider selling $14.4M (1)
D1 +3.1% · +5d -1.1%

①

Bull vs bear

by direction · sourced

Bull signals0

None yet

Bear signals0

None yet

Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice

⑩

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Facts and opinions separated · All items sourced · Not investment advice

Event thread

Key events, in time order

16 items

2026-11-02EarningsBull
TSEM Q3 revenue $526M beat, Q4 guide $600M
Q3 rev +33% YoY, EPS beat, Q4 guide above est., strong silicon photonics demand
D1 -6.7% · since +5.0%
2026-11-02Earnings
Earnings report
D1 -6.7% · since +5.0%
2026-10-31Earnings
TSEM to Report Earnings Before Open on Nov 2
Earnings release imminent, market watches results
D1 -6.7% · since +5.0%
2026-10-26CompanyBull
TSEM Raises 2028 Revenue and Net Income Guidance
Management targets tripling profits to $1.2B within two years, driven by silicon photonics demand
D1 +6.7% · +5d -13.1%
2026-10-06Analyst
TSEM Featured on Multiple Analyst Watchlists and Fund Flow Mentions
Multiple independent X authors listed TSEM on watchlists or fund flows on Oct 6, indicating heightened market attention
D1 +3.5% · +5d -14.0%

11 earlier events

2026-09-25AnalystBull
TSEM Initiated at Outperform by Mizuho Analyst
Bullish initiation signals institutional confidence in the company
D1 +6.1% · +5d +4.5%
2026-09-18ProductBull
TSEM begins high-volume shipments of laser-integrated optical engine PICs with NewPhotonics
High-volume shipments for AI interconnect, supporting 800G-1.6T rates
D1 +2.0% · +5d +3.1%
2 waves of this story
- 2026-09-18 Laser-integrated serviceable optical engines enter volume production, supporting 800G-1.6T rates for AI interconnect demand
- 2026-09-17 High-volume shipments for AI interconnect, supporting 800G-1.6T rates
2026-08-12Company
Tower to Participate in August and September Investor Conferences
Company reps to attend Jefferies semiconductor conference, offering business updates
D1 +4.3% · +5d -13.0%
2026-08-10 → 08-11AnalystBull
OpenLight and Tower Expand PH18DA Photonics Ecosystem to Accelerate Photonic IC Development
Deepened partnership strengthens Tower's foundry role in silicon photonics for AI interconnects
D1 +0.0% · +5d +4.4%
3 waves of this story
- 2026-08-10 Multiple independent sources place TSEM within photonics and AI optical interconnect ecosystem, highlighting its NPO positioning
- 2026-08-11 Company announcement confirms expanded collaboration, reinforcing silicon photonics AI positioning; analysts continue to focus
- 2026-08-11 Deepened partnership strengthens Tower's foundry role in silicon photonics for AI interconnects
2026-08-11Insider selling
Insider selling $25.9M (1)
D1 -1.2% · +5d -3.6%
2026-07-14 → 08-10CompanyBull
Tower draws multiple analyst/trader attention; silicon photonics AI positioning recognized
Multiple independent traders/analysts cite TSEM's silicon photonics/CPO positioning, corroborating BofA's Buy rating
D1 +11.2% · +5d -1.8%
9 waves of this story
- 2026-07-14 With METI support, expands 300mm SiPho, SiGe, and advanced packaging; shares jump 13%
- 2026-07-14 Japan provides $1B grant for $3B expansion, focusing on 300mm silicon photonics and SiGe capacity.
- 2026-07-16 June multi-year InP epiwafer agreement with minimum purchase commitments from year two; $14M multi-year PO
- 2026-07-31 Wedbush cites Q1 print/guidance showing SiPh ramp ahead of schedule, reinforcing expansion thesis amid AI interconnect demand
- 2026-08-04 Q2 results beat with record revenue/profit, corroborating silicon photonics ramp
- 2026-08-05 Q2 sales $460M beat, raised Q3 guidance, premarket +7.2%
- 2026-08-06 Q2 call signals AI infra spend broadening to optical interconnects; stock falls despite beat
- 2026-08-07 BofA starts coverage with Buy, highlighting Tower's leading SiPho PIC manufacturing for AI data centers, expecting SiPho revenue to double in 2026
- 2026-08-10 Multiple independent traders/analysts cite TSEM's silicon photonics/CPO positioning, corroborating BofA's Buy rating
2026-08-10Insider selling
Insider selling $19.7M (1)
D1 +0.0% · +5d +4.4%
2026-08-04 → 08-07EarningsBull
Tower Semiconductor Q2 beats, record revenue and profitability
BofA cites TSEM's leading SiPho PIC share in AI data centers, sees SiPho revenue doubling in 2026, EBITDA CAGR 62% 2025-28
D1 +2.2% · +5d +4.2%
4 waves of this story
- 2026-08-04 Q2 results beat Wall Street expectations with record revenue and profitability, drawing market attention.
- 2026-08-05 Record Q2 revenue/profit, raised Q3 outlook, premarket +7.2%
- 2026-08-06 Call provides upstream signal that AI capex is broadening from accelerators into optical interconnects, supporting outlook
- 2026-08-07 BofA cites TSEM's leading SiPho PIC share in AI data centers, sees SiPho revenue doubling in 2026, EBITDA CAGR 62% 2025-28
2026-08-04Earnings
Earnings report
Q2 2026 revenue was $460 million, up 11% quarter-over-quarter and 24% year-over-year, with record gross margin of 30%, operating margin of 20%, and net margin of 20%.
D1 +2.2% · +5d +4.2%
2026-07-14 → 07-15CompanyBull
Tower Semiconductor Secures $1B Japan Grant, Launches $3B Japan Expansion
Supported by METI, focusing on 300mm SiPho, SiGe, and advanced packaging capacity
D1 +11.2% · +5d -1.8%
2 waves of this story
- 2026-07-14 Backed by $1B Japanese grant, boosts SiPho, SiGe, and advanced packaging
- 2026-07-15 Supported by METI, focusing on 300mm SiPho, SiGe, and advanced packaging capacity
2026-07-13Insider sellingBear
Insider selling $14.4M (1)
D1 +3.1% · +5d -1.1%

$TSEM (Tower Semiconductor Ltd.) — investor discussion on X

Five-factor rating: Sell (sector percentile 20.0%)

Most active credible voices on $TSEM

Recent headlines featuring $TSEM

$TSEM (Tower Semiconductor Ltd.) — investor discussion on X

Five-factor rating: Sell (sector percentile 20.0%)

Most active credible voices on $TSEM

Recent headlines featuring $TSEM

TSEM Q3 revenue $526M beat, Q4 guide $600M

Earnings report

TSEM to Report Earnings Before Open on Nov 2

TSEM Raises 2028 Revenue and Net Income Guidance

TSEM Featured on Multiple Analyst Watchlists and Fund Flow Mentions

TSEM Initiated at Outperform by Mizuho Analyst

TSEM begins high-volume shipments of laser-integrated optical engine PICs with NewPhotonics

Tower to Participate in August and September Investor Conferences

OpenLight and Tower Expand PH18DA Photonics Ecosystem to Accelerate Photonic IC Development

Insider selling $25.9M (1)

Tower draws multiple analyst/trader attention; silicon photonics AI positioning recognized

Insider selling $19.7M (1)

Tower Semiconductor Q2 beats, record revenue and profitability

Earnings report

Tower Semiconductor Secures $1B Japan Grant, Launches $3B Japan Expansion

Insider selling $14.4M (1)

Bull vs bear

Discussion

TSEM Q3 revenue $526M beat, Q4 guide $600M

Earnings report

TSEM to Report Earnings Before Open on Nov 2

TSEM Raises 2028 Revenue and Net Income Guidance

TSEM Featured on Multiple Analyst Watchlists and Fund Flow Mentions

TSEM Initiated at Outperform by Mizuho Analyst

TSEM begins high-volume shipments of laser-integrated optical engine PICs with NewPhotonics

Tower to Participate in August and September Investor Conferences

OpenLight and Tower Expand PH18DA Photonics Ecosystem to Accelerate Photonic IC Development

Insider selling $25.9M (1)

Tower draws multiple analyst/trader attention; silicon photonics AI positioning recognized

Insider selling $19.7M (1)

Tower Semiconductor Q2 beats, record revenue and profitability

Earnings report

Tower Semiconductor Secures $1B Japan Grant, Launches $3B Japan Expansion

Insider selling $14.4M (1)