TSEM Tower Semiconductor Ltd.

$TSEM Tower Semiconductor, Semtech Expand Partnership to Secure AI Chip Capacity 10/13/2026 06:28AM • MT Newswires 06:28 AM EDT, 10/13/2026 (MT Newswires) -- Tower Semiconductor (TSEM) and Semtech (SMTC) said Tuesday that they have expanded their 20-year partnership through a multi-year agreement securing dedicated silicon germanium manufacturing capacity for AI data center components. Semtech will reserve capacity across Tower's facilities in the US, Israel and Japan to support demand for high-speed optical and copper interconnect technologies. The companies said that the agreement builds on Semtech's design wins as data center bandwidth requirements rise, with industry development progressing from 800G and 1.6T toward 3.2T connectivity.

$TSEM · $SMTC 🤝 Tower Semiconductor and Semtech announce an expanded multi-year agreement to scale power-efficient analog connectivity for data centers, with Semtech investing in dedicated SiGe capacity across Tower's global fab network. Prioritized by relevance

$TSEM Tower Semiconductor Daily Chart 🗼 - On Friday, the stock saw a nice surge in net call premium. Notably, $242K+ was loaded of the $350 call for December 2027 (only trading at $230 right now) - Price is sitting right on the 50 DMA currently. Need to see a break and hold up this upper trendline in this price range and first upside target will be ~$262 - A few days ago, Mizuho initiated $TSEM at outperform with a $300 price target

$TSEM Tower Semiconductor, the Israel-based analog chip foundry, says Semtech will invest in securing dedicated SiGe capacity at Tower fabs in the US, Israel and Japan under a multi-year deal for AI data-center optical and copper links. No dollar amount, prepayment or wafer volume is disclosed, so it can't be sized against Tower's sales; shares closed at $228.99 on Oct 9, 2026. Other side: Semtech flags the risk that Tower can't add the capacity on time, or that Semtech won't fully use what it reserved. Q3 results and Q4 guidance due Nov 2.

$TSEM Mizuho initiated coverage of Tower Semiconductor with an ‘Outperform’ rating and a $300 price target.

$TSEM — Mizuho initiated Tower Semiconductor at Outperform with a $300 price target, highlighting the company as an emerging AI data-center connectivity play. The thesis centers on growing demand for silicon photonics and high-speed optical connectivity as AI clusters scale. This is a fresh analyst initiation rather than company guidance, but it puts another semiconductor name directly into the AI-infrastructure discussion

$TSEM solid price under $200! This was z$279 last week. I’m fairly certain earnings will be great Nov 2nd.

$TSEM head n shoulders completed today. Now the selling begins. Margin call Monday. Open $115. Stock market crash 1987 was on a Monday. Brokers forced liquidations at market prices no bid.

TSEM Stock Bucks Market Selloff On Semtech AI Chip Deal Securing Capacity Across 3 Regions $TSEM $SMTC $SOXX $AIFR $QTUM https://stocktwits.com/news/equity/markets/tsem-stock-gains-semtech-ai-data-center-chip-deal/cZxB0niRBot

$TSEM trendline resistance break on daily with stock looking to fill that gap above to $263, stock saw plenty of CALL flow last week. Definitely worth watching 👀

$TSEM Mizuho initiated coverage this morning with an Outperform and a $300 target. The thesis: Tower is the leading, fastest-growing foundry for silicon photonics chips, the components inside the optical transceivers moving data between servers in AI data centers. As bandwidth moves from 800G toward 1.6T and 6.4T, optical connectivity keeps getting more important. Mizuho puts the silicon photonics transceiver market at $8.5B by FY2029, roughly a 60% annual growth rate. The sell side has arrived in a wave. Barclays assumed coverage at Overweight ($310) last week; BofA initiated at Buy ($367) in August. The average target is about $314 (Koyfin), with 7 of 8 analysts at Buy or Strong Buy. Shares were up ~6% to ~$231 this afternoon, and are up ~88% YTD.

$TSEM | Mizuho Initiates Tower Semiconductor at Outperform with $300 PT on AI Optical Connectivity Growth Mizuho stays bullish as silicon photonics leadership and capacity gains drive long-term upside. 🔹 Follow for more analyst insights on other tickers.

TSEM Stock Gets A Price Target Hike: Tower Semiconductor Positioned For AI’s Silicon Photonics Boom, Says Mizuho $TSEM $SOXX $BAI $SOXL https://stocktwits.com/news/equity/markets/tsem-stock-price-target-hike-positioned-for-ai-silicon-photonics-boom/cZMO4J9RBao