TSEM
Tower Semiconductor Ltd.114.86
-3.39-2.87%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Q&A reinforces SiPho ramp confidence
Q&A largely reaffirmed prepared remarks' bullish silicon photonics outlook, clarifying Tower ships to NVIDIA via module makers, not directly. Management confidently addressed CapEx rollout—bulk online by Q3 2026—and SiPho ramps, with 70% capacity reserved through 2028 despite possible tool delays. Mobile RF risks from memory shortages were noted, but capacity fungibility offers backfill. No contradictions or hedges. Execution owns the ramp. Investors watch 2026 qualifications for 2028 model delivery.
Key Stats
Market Cap
12.88BP/E (TTM)
66.39Basic EPS (TTM)
1.73Dividend Yield
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