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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 $252.49
1D change +12.37%
Market cap $28.54B
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 $252.49
1D Change +12.37%
Market Cap $28.54B
Enterprise Value $27.17B
Trailing P/E 100.2
Forward P/E 38.8
PEG Ratio 6.08x
Price / Sales 16.7
EV / Revenue 15.9
Revenue Growth 23.7%
Earnings Growth 92.7%
Gross Margin 26.9%
Operating Margin 19.6%
Net Margin 16.9%
ROE 10.0%
Free Cash Flow $166.8M
FCF Margin 9.8%
Debt / Equity 4.61x
Current Ratio 4.91x
Dividend Yield 0.00%
Next Earnings —
Quarterly Revenue $460.1M
Revenue QoQ +11.2%
Quarterly Net Income $90.8M
Net Income QoQ +39.6%

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.