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TSEM Power, Analog & Electrification

Tower Semiconductor

Analog foundry capacity

Detail page

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

Price $206.49
1D change -0.77%
Market cap $24.57B
Sector Technology

Shared metric table

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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 $206.49
1D Change -0.77%
Market Cap $24.57B
Enterprise Value $22.63B
Trailing P/E 105.9
Forward P/E 42.4
Price / Sales 15.7
EV / Revenue 14.4
Revenue Growth 13.7%
Earnings Growth 42.6%
Gross Margin 23.2%
Operating Margin 16.1%
Net Margin 14.1%
ROE 7.9%
Free Cash Flow $-1.2M
FCF Margin -0.1%
Debt / Equity 5.56x
Current Ratio 6.48x
Dividend Yield —
Next Earnings May 13, 2026
Quarterly Revenue $440.2M
Revenue QoQ +11.3%
Quarterly Net Income $80.1M
Net Income QoQ +49.4%

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.