As part of the investment, the company will increase production of 300-millimeter silicon photonics, silicon germanium, and advanced semiconductor packaging capabilities in Japan.
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Recent developments in the AI chip sector include a notable collaboration between VERAXA Biotech and Ardigen. This partnership focuses on integrating artificial intelligence into drug discovery processes to enhance VERAXA's BiTAC pipeline, targeting cancer treatments. The AI will aid in selecting synergistic cancer target pairs, potentially improving therapeutic outcomes by reducing toxicity and systemic effects. This initiative highlights the growing role of AI chips in revolutionizing...
The company's photonics business is gaining traction as Tower Semiconductor ships 5 million PICs to customers.
Tower Semiconductor announced shipment of 5 million coherent photonic integrated circuits (PICs) to Marvell Technology’s global customers. The shipments are tied to Marvell’s next generation optical networking solutions for AI driven data centers. The milestone reflects growing deployment of high speed photonics as bandwidth needs increase for AI workloads. The development adds a fresh data point for investors tracking NasdaqGS:MRVL and its role in AI infrastructure. For investors watching...
Tower Semiconductor Ltd. (NASDAQ:TSEM) is one of the top stocks to buy according to Whale Rock Capital Management. On June 18, Tower Semiconductor Ltd. (NASDAQ:TSEM) announced that it has shipped more than five million coherent photonic integrated circuits (PICs) to global customers of its partner Marvell Technology. These chips are used in coherent optical transceivers, […]
Tradr ETFs, a provider of ETFs designed for sophisticated investors and professional traders, today launched five new leveraged ETFs on single stocks. The Cboe-listed funds seek to deliver two times long (200%) the daily performance of a specific underlying stock. "The recent market debut of Quantinuum brought renewed enthusiasm to the quantum computing space, one where we already have a strong presence with ETF strategies on Rigetti, D-Wave, QCi and Xanadu," said Matt Markiewicz, Head of Product and Capital Markets at Tradr ETFs.
AI infrastructure stocks experienced a sell-off after a report said OpenAI was considering delaying its IPO.
Tradr ETFs, a provider of ETFs designed for sophisticated investors and professional traders, announced that it expects to launch five single stock leveraged ETFs on Wednesday, July 1. For detailed information on Tradr ETFs and the significant risks involved with leveraged ETFs, please visit www.tradretfs.com.
The Morning Bull - US Market Morning Update Tuesday, Jun, 23 2026 US stock futures are mixed in early trade, with E-mini S&P 500 futures slightly down around 0.2% while Nasdaq futures are flat to modestly higher. A key driver is the US 10 year Treasury yield, which is sitting near 4.48% and indicates that borrowing costs for mortgages, credit cards, and companies remain relatively high. At the same time, investors are bracing for the PCE inflation report, the Federal Reserve's preferred cost...
Tower Semiconductor Ltd. (NASDAQ:TSEM) is one of the 10 Best Photonic Computing Stocks to Buy Now. On May 13, Reuters reported Tower Semiconductor Ltd. (NASDAQ:TSEM) forecast second-quarter revenue above estimates. It projects $455 million as compared to the $436.4 million consensus. The firm noted strong demand for analog and mixed signal processors due to artificial […]
Shares of networking chips designer Marvell Technology (NASDAQ: MRVL) jumped 12.7% in the afternoon session after the company highlighted several positive developments, including plans to use TSMC's next-generation 1.4-nanometer chip technology, a major shipment milestone, and its upcoming inclusion in the S&P 500 index.
The company and Tower Semiconductor have shipped photonic integrated circuits to Marvell’s customers.
Tower Semiconductor (NASDAQ:TSEM) shares surged nearly 9% after the company signed a multi-year indium phosphide epiwafer supply agreement with IQE, targeting the fast-growing AI data center optical connectivity market. Under the deal, IQE will supply InP epiwafers to support Tower's advanced...
In the past week, Tower Semiconductor reported strong first-quarter results, raised guidance, and announced about US$1.30 billion of silicon photonics contracts for 2027 with customer prepayments securing future capacity. This combination of earnings strength and long-dated silicon photonics commitments has sharpened attention on how Tower’s AI-related foundry role may evolve. We’ll now examine how these large silicon photonics contract wins may influence Tower Semiconductor’s existing...
SpaceX will create its own gravitational pull, drawing many other stocks into its orbit. Elon Musk's rocket company essentially created the modern space economy, and his dreams of millions of satellites orbiting the Earth will create opportunities for other companies.
Tower Semiconductor reported excellent earnings and got a big price target boost from a sell-side analyst.
Is INTC a good stock to buy? We came across a bullish thesis on Intel Corporation on Nikhs’s Substack. In this article, we will summarize the bulls’ thesis on INTC. Intel Corporation’s share was trading at $99.17 as of June 5th. INTC’s trailing and forward P/E were 904.17 and 123.46 respectively according to Yahoo Finance. Intel Corporation […]
Goldman Sachs models $765 billion in annual AI capital spending for 2026, climbing toward $1.6 trillion by 2031. That kind of multi-year buildout is the backdrop for three actively managed (or active-leaning) AI funds that have separated themselves from the passive crowd: the iShares A.I. Innovation and Tech Active ETF (NYSEARCA:BAI), the iShares Future AI ... After Months of Watching AI Innovation ETFs Run These 3 Active Funds Stand Out and the Revolution Has Barely Started
Tower Semiconductor’s latest analyst update comes with no change in the price target, leaving expectations where they were before. With no new analyst commentary to interpret or dissect, the focus shifts to what this steady price target might mean for your own view on the stock. Read on to see how to track future revisions and keep up with the evolving narrative around Tower Semiconductor. Stay updated as the Fair Value for Tower Semiconductor shifts by adding it to your watchlist or...
We just covered the From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and Tower Semiconductor Ltd. (NASDAQ:TSEM) ranks 34th on this list. Filings for the first quarter of 2026 show that Leopold Aschenbrenner has sold off the stake his hedge fund had in Tower Semiconductor Ltd. (NASDAQ:TSEM). The […]
We recently compiled a list of the 12 Best Strong Buy Tech Stocks to Invest In Now. Tower Semiconductor Ltd. (NASDAQ:TSEM) is one of the best Strong Buy stocks on this list. TheFly reported on May 14 that Benchmark increased its price target on TSEM to $335 from $230 while maintaining a Buy rating on the shares. […]
Tower Semiconductor Ltd. (NASDAQ:TSEM) is one of the most buzzing AI semiconductor stocks to buy in 2026. On May 14, analysts at Benchmark reiterated a Buy rating on Tower Semiconductor Ltd. (NASDAQ:TSEM) and raised the price target to $335 from $230. The bullish stance and price target hike come on the heels of Tower Semiconductor […]
Tower Semiconductor (NasdaqGS:TSEM) announced US$1.3b in Silicon Photonics contracts tied to data center and AI infrastructure customers. The agreements include major prepayments from some of its largest customers, with additional commitments extending into 2028. The deals focus on optical connectivity solutions for high bandwidth data workloads, which differentiates this update from routine earnings or guidance news. For you as an investor, the contracts show how Tower Semiconductor is...
Tower Semiconductor Ltd. (NASDAQ:TSEM) is one of the top must-buy semiconductor stocks to invest in now. Wedbush lifted the price target on Tower Semiconductor Ltd. (NASDAQ:TSEM) to $300 from $140 on May 14, reiterating a Neutral rating on the shares. The firm stated that it sees the company’s fiscal Q1 results and commentary as positive. It […]
Tower Semiconductor Ltd. (NASDAQ:TSEM) is one of the 8 High Return Semiconductor Stocks to Buy Now. On May 14, 2026, Susquehanna raised the firm’s price target on Tower Semiconductor Ltd. (NASDAQ:TSEM) to $330 from $180 and kept a Positive rating on the shares. The firm updated its estimates following the company’s recent results and outlook, […]