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Form SCHEDULE 13G TOWER SEMICONDUCTOR LTD Filed by: BlackRock, Inc.

Tue, 27 Oct 2026 17:26:00 -0400

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Form 6-K TOWER SEMICONDUCTOR LTD For: Oct 13

Tue, 13 Oct 2026 16:01:00 -0400

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Form 6-K TOWER SEMICONDUCTOR LTD For: Oct 13

Tue, 13 Oct 2026 06:03:00 -0400

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Form 6-K TOWER SEMICONDUCTOR LTD For: Oct 13

Tue, 13 Oct 2026 06:02:00 -0400

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Tower Semiconductor and Semtech expand SiGe capacity deal for data centers

Tue, 13 Oct 2026 06:01:34 -0400

Tower Semiconductor (Nasdaq: TSEM) and Semtech Corporation (Nasdaq: SMTC) announced an expanded multi-year agreement on Oct. 13, 2026, under which Semtech will secure dedicated silicon germanium (SiGe) manufacturing capacity across Tower's fabrication facilities in the United States, Israel and Japan.

The agreement builds on a 20-year partnership between the two companies and is aimed at supporting Semtech's optical and copper interconnect products used in data center infrastructure. Semtech's signal integrity portfolio — including transimpedance amplifiers, modulator and laser drivers, and linear equalizers — is manufactured using Tower's SiGe process technology.

The companies said the capacity expansion covers interconnect speeds from 800G and

Tower Semiconductor and Semtech expand SiGe capacity deal for data centers

Tue, 13 Oct 2026 06:01:34 -0400

The companies said the capacity expansion covers interconnect speeds from 800G and

Tower Semiconductor and Semtech expand SiGe capacity deal for data centers

Tue, 13 Oct 2026 06:01:34 -0400

The companies said the capacity expansion covers interconnect speeds from 800G and

Tower Semiconductor and Semtech expand SiGe capacity deal for data centers

Tue, 13 Oct 2026 06:01:34 -0400

The companies said the capacity expansion covers interconnect speeds from 800G and

Mizuho bullish on Tower Semiconductor, points to AI optical growth

Fri, 25 Sep 2026 11:27:13 -0400

Investing.com -- Mizuho revealed Friday that it has started coverage of Tower Semiconductor with an Outperform rating and a $300 price target.

Analyst Vijay Rakesh sees Tower as the leading and fastest-growing contract manufacturer of silicon photonics chips, which are used in optical connections between AI data center servers.

"Optical connectivity is key to scaling data center (DC) bandwidth and fueling the AI DC revolution for the next decade," Rakesh wrote.

Mizuho expects the market for manufacturing silicon photonics chips to grow from about $1.3 billion in 2025 to $8.5 billion by 2029, a compound annual growth rate

Mizuho bullish on Tower Semiconductor, points to AI optical growth

Fri, 25 Sep 2026 11:27:13 -0400

Investing.com -- Mizuho revealed Friday that it has started coverage of Tower Semiconductor with an Outperform rating and a $300 price target.

Analyst Vijay Rakesh sees Tower as the leading and fastest-growing contract manufacturer of silicon photonics chips, which are used in optical connections between AI data center servers.

"Optical connectivity is key to scaling data center (DC) bandwidth and fueling the AI DC revolution for the next decade," Rakesh wrote.

Mizuho expects the market for manufacturing silicon photonics chips to grow from about $1.3 billion in 2025 to $8.5 billion by 2029, a compound annual growth rate

Mizuho Starts Tower Semiconductor (TSEM) at Outperform

Fri, 25 Sep 2026 04:49:47 -0400

Mizuho analyst Vijay Rakesh initiates coverage on Tower Semiconductor (NASDAQ: TSEM) with a Outperform rating and a price target of $300.00.

The analyst comments "We are initiating TSEM at Outperform with a $300PT. Key points: 1) Optical connectivity is key to scaling bandwidth from 800G to 1.6T/3.2T/6.4T, unlocking the next wave of AI DC performance, 2) TSEM is the leading, fastest-growing foundry for Silicon Photonics (SiPho) chips inside optical connectivity transceivers, a market ~$8.5B by F29E (60% 4- year CAGR) as adoption ramps, 3) TSEM's differentiated heterogeneous chip-bonding process underpins its industry lead, driving F29E RF Infrastructure revenue ~$3.8B by F29E

Mizuho Starts Tower Semiconductor (TSEM) at Outperform

Fri, 25 Sep 2026 04:49:47 -0400

Mizuho analyst Vijay Rakesh initiates coverage on Tower Semiconductor (NASDAQ: TSEM) with a Outperform rating and a price target of $300.00.

Form 6-K TOWER SEMICONDUCTOR LTD For: Sep 23

Wed, 23 Sep 2026 06:03:00 -0400

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Barclays Starts Tower Semiconductor (TSEM) at Overweight

Fri, 18 Sep 2026 01:38:20 -0400

Barclays analyst Simon Coles initiates coverage on Tower Semiconductor (NASDAQ: TSEM) with a Overweight rating and a price target of $310.00.

The analyst comments: “We see Tower Semi as the leading silicon photonics foundry evidenced by its leading market share in pluggable and process performance from two decades of ecosystem development. We expect optics to be one of the fastest growing semi end markets as connectivity for AI is seeing ever increasing demand. Its accumulated knowledge, strong customer relationships, open platform and geographically diverse manufacturing footprint put it in a strong position to benefit. LightCounting expects Ethernet units to grow at

Barclays Starts Tower Semiconductor (TSEM) at Overweight

Fri, 18 Sep 2026 01:38:20 -0400

Barclays analyst Simon Coles initiates coverage on Tower Semiconductor (NASDAQ: TSEM) with a Overweight rating and a price target of $310.00.

Form 6-K TOWER SEMICONDUCTOR LTD For: Sep 17

Thu, 17 Sep 2026 06:03:00 -0400

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Tower Semiconductor (TSEM) Reiterated at Buy by StoneX Amid Healthy Market Demand

Tue, 15 Sep 2026 07:26:25 -0400

StoneX analyst Cody Acree reiterated a Buy rating and $335.00 price target on Tower Semiconductor (NASDAQ: TSEM).

The analyst commented, "Tower views overall market demand as healthy, and our confidence in its strategic position is increasing. AI optical demand remains strongest and currently exceeds qualified capacity, while pricing is broadly stable as new generations offset normal mature-node declines. Multi-fab replication, customer-funded capacity and a wider SiPho/SiGe/InP offering give management greater confidence in its growth path. Legacy demand is more mixed, and Tower is improving that portfolio through selective refocus and 300mm migration."

For an analyst ratings summary and ratings history on Tower

Form 6-K TOWER SEMICONDUCTOR LTD For: Sep 15

Tue, 15 Sep 2026 06:06:00 -0400

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Form 4 TOWER SEMICONDUCTOR LTD For: Sep 10 Filed by: Chelouche Yoav

Mon, 14 Sep 2026 09:12:00 -0400

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StoneX Reiterates Buy Rating on Tower Semiconductor (TSEM)

Tue, 08 Sep 2026 09:31:42 -0400

StoneX analyst Cody Acree reiterated a Buy rating and $335.00 price target on Tower Semiconductor (NASDAQ: TSEM).

The analyst commented, "The fireside increased our thesis conviction without requiring a wholesale model reset. Management sharpened visibility into demand quality, the 200mm-to-300mm capacity bridge and next-generation architectures. We modestly lift FY26–FY28 revenue and EPS; the larger change is greater confidence in the path to FY28."

For an analyst ratings summary and ratings history on Tower Semiconductor click here. For more ratings news on Tower Semiconductor click here.

Shares of Tower Semiconductor closed at $222.33 yesterday.

Stifel Starts Tower Semiconductor (TSEM) at Buy, Top Pick