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TSEM Silicon, IP & Semicap

Tower Semiconductor

Analog foundry capacity

Detail page

Tower is the foundry-side way to play specialized analog and power manufacturing demand.

Price $137.34
1D change +4.85%
Market cap $15.59B
Sector Technology

Shared metric table

Live market metrics plus reported quarterly revenue and profit QoQ rows.

Green and red only apply where direction is meaningful. Quarterly revenue and profit cells inherit the sign of the reported QoQ change, which can swing sharply when the prior quarter included a one-time item.

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Metric TSEM
Price $137.34
1D Change +4.85%
Market Cap $15.59B
Enterprise Value $14.24B
Trailing P/E 44.2
Forward P/E 19.6
PEG Ratio 3.43x
Price / Sales 8.5
EV / Revenue 7.7
Revenue Growth 33.0%
Earnings Growth 123.4%
Gross Margin 29.6%
Operating Margin 24.2%
Net Margin 19.4%
ROE 11.9%
Free Cash Flow $248.1M
FCF Margin 13.5%
Debt / Equity 4.79x
Current Ratio 3.72x
Dividend Yield 0.00%
Next Earnings —
Quarterly Revenue $526.2M
Revenue QoQ +14.4%
Quarterly Net Income $120.3M
Net Income QoQ +32.5%

TSEM thesis lens

Analog foundry capacity

Why it could benefit

  • Tower is the foundry-side way to play specialized analog and power manufacturing demand.
  • If mature-node capacity stays strategically important, Tower's role can become more valuable.
  • It is useful when you want capacity exposure rather than betting on one chip catalog.

Moat / edge

  • Specialized analog-process know-how.
  • Customer relationships built around qualified manufacturing processes.
  • A niche position where expertise matters more than sheer scale.

What to watch

  • Capacity commitments and pricing.
  • Utilization and margin trends.
  • Exposure to data center, industrial, and auto demand.

Key risks

  • Foundry demand can be cyclical and customer-specific.
  • Smaller scale than the largest semiconductor manufacturers.