US · Technology · Semiconductors
EPS came in at 0.79 against a street estimate of 0.69 — a beat of 14.5%.
Analysts rate Tower Semiconductor Ltd a strong buy (5 buy, 0 hold, 0 sell out of 5) with an average price target of $314.91.
CONFIDENT Tower reported record Q2 revenue of $460M (+24% YoY), 30% gross margin, and updated 2028 model to $3.6B revenue with 33% net margin. Dual-track Japan expansion announced with government support. Strong silicon photonics demand driving growth. Q2 2026 Track 1 (Fab 6 repurposing + Fab 7 maximization) for 300mm SiPho/SiGe, production-ready Q4 2027. Track 2 adds adjacent 300mm fab, 4x capacity increase, targeting Q4 2028 completion. Both supported by Japan's METI. U.S. fabs continue receiving capacity investments alongside Japan hub. Analysts probed Track 2 timeline/capacity, NPO content economics, regional manufacturing strategy, and model sensitivity. Management deferred Track 2 specifics to final negotiations (updating early 2027), confirmed NPO adds packaging enablement (not per-se packaging revenue), and emphasized Japan for quality/geopolitical neutrality not U.S. replacement…
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Google PlayApp StoreData updated 2026-09-18.