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Tower Semiconductor Ltd (TSEM)

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Upturn Advisory Summary
11/05/2025: TSEM (5-star) is a STRONG-BUY. BUY since 122 days. Simulated Profits (106.60%). Updated daily EoD!
1 Year Target Price $78.55
1 Year Target Price $78.55
| 4 | Strong Buy |
| 1 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 142.53% | Avg. Invested days 65 | Today’s Advisory Strong Buy |
Upturn Star Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 9.76B USD | Price to earnings Ratio 50.03 | 1Y Target Price 78.55 |
Price to earnings Ratio 50.03 | 1Y Target Price 78.55 | ||
Volume (30-day avg) 5 | Beta 0.91 | 52 Weeks Range 28.64 - 88.71 | Updated Date 11/6/2025 |
52 Weeks Range 28.64 - 88.71 | Updated Date 11/6/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.74 |
Earnings Date
Report Date 2025-11-12 | When Before Market | Estimate 0.54 | Actual - |
Profitability
Profit Margin 13.21% | Operating Margin (TTM) 10.72% |
Management Effectiveness
Return on Assets (TTM) 3.55% | Return on Equity (TTM) 7.29% |
Valuation
Trailing PE 50.03 | Forward PE 32.15 | Enterprise Value 6903913182 | Price to Sales(TTM) 6.56 |
Enterprise Value 6903913182 | Price to Sales(TTM) 6.56 | ||
Enterprise Value to Revenue 4.64 | Enterprise Value to EBITDA 13.77 | Shares Outstanding 112123800 | Shares Floating 97225504 |
Shares Outstanding 112123800 | Shares Floating 97225504 | ||
Percent Insiders - | Percent Institutions 70.66 |
Upturn AI SWOT
Tower Semiconductor Ltd

Company Overview
History and Background
Tower Semiconductor, formerly known as TowerJazz, was founded in 1993. It began as National Semiconductor's manufacturing plant in Migdal HaEmek, Israel. Over time, it expanded through acquisitions and strategic partnerships, becoming a leading specialty foundry.
Core Business Areas
- Specialty Analog: Focuses on providing analog mixed-signal and non-volatile memory manufacturing solutions for various applications, including power management, RF and high-performance analog.
- Power Management: Offers advanced power management technologies used in automotive, industrial, and consumer applications.
- RF and High-Performance Analog: Provides specialized solutions for radio frequency and high-performance analog circuits, crucial for wireless communication and data transmission.
- Image Sensor: Develops and manufactures advanced image sensor technologies for digital cameras, medical, and industrial applications.
Leadership and Structure
The leadership team consists of key executives responsible for overseeing the company's strategy and operations. The organizational structure is designed to support efficient manufacturing, research and development, and customer service.
Top Products and Market Share
Key Offerings
- Image Sensors: High-resolution image sensors for various applications, including medical imaging, industrial, and surveillance. Competitors include Sony, Samsung, and OmniVision. Market share data is variable based on specific sensor type, but they are a major player in industrial and medical applications.
- RF and Microwave: RF and microwave solutions for wireless communication and radar systems. Competitors include GlobalFoundries and TSMC. TowerJazz (Tower Semiconductor) excels in specialty RF technologies for demanding applications.
- Power Management ICs: Analog and mixed-signal circuits for power regulation and management. Competitors include Texas Instruments and STMicroelectronics. Tower provides custom solutions in this area.
Market Dynamics
Industry Overview
The semiconductor foundry industry is characterized by high capital expenditure and cyclical demand. The industry is currently driven by growing demand for electronic devices, IoT, and automotive applications.
Positioning
Tower Semiconductor is positioned as a specialty foundry focusing on differentiated technologies, offering customized solutions for customers with specific needs. Its competitive advantage lies in its expertise in niche markets and its ability to provide flexible manufacturing services.
Total Addressable Market (TAM)
The semiconductor foundry market is valued at hundreds of billions of dollars. Tower is positioned in the specialty foundry segment, allowing them to target specific high-margin markets. The TAM can be estimated at > 100B USD.
Upturn SWOT Analysis
Strengths
- Specialized foundry expertise
- Strong relationships with key customers
- Flexible manufacturing capabilities
- Geographically diversified manufacturing footprint
Weaknesses
- Smaller scale compared to leading foundries like TSMC
- Susceptibility to economic cycles
- High capital expenditure requirements
- Dependence on specific niche markets
Opportunities
- Growing demand for specialty semiconductors
- Expanding into new markets and applications
- Strategic partnerships and collaborations
- Increasing adoption of IoT and automotive electronics
Threats
- Intense competition from larger foundries
- Economic downturns
- Geopolitical risks
- Technological disruptions
Competitors and Market Share
Key Competitors
- TSM
- GF
- UMC
Competitive Landscape
Tower excels in specialty technologies and customized solutions, distinguishing them from larger volume-driven foundries. However, they are smaller in scale and face competition from companies with greater resources.
Major Acquisitions
Jazz Semiconductor
- Year: 2008
- Acquisition Price (USD millions): 40
- Strategic Rationale: Expanded Tower's technology portfolio and market reach.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been tied to semiconductor market trends and technological advancements. Recent periods have shown increased activity in specialty semiconductors.
Future Projections: Future growth is expected to be driven by expansion in key markets, adoption of new technologies, and strategic partnerships. Analyst estimates vary, based on overall semiconductor market conditions.
Recent Initiatives: Recent initiatives include investments in new manufacturing capabilities, expansion into new markets, and strategic collaborations with leading companies.
Summary
Tower Semiconductor is a specialized foundry with strengths in customized solutions and niche markets. While smaller than industry giants, it leverages strong customer relationships and focused expertise. The company must manage economic cycles and maintain technological innovation to sustain growth. Challenges include intense competition and the need for continuous capital investment.
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Sources and Disclaimers
Data Sources:
- Company reports
- Industry analysis reports
- Financial databases
Disclaimers:
This analysis is based on available information and is subject to change. Investment decisions should be based on thorough research and consultation with a financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Tower Semiconductor Ltd
Exchange NASDAQ | Headquaters - | ||
IPO Launch date 1994-10-25 | CEO & Director Mr. Russell C. Ellwanger | ||
Sector Technology | Industry Semiconductors | Full time employees - | Website https://towersemi.com |
Full time employees - | Website https://towersemi.com | ||
Tower Semiconductor Ltd., an independent semiconductor foundry, provides technology, development, and process platforms for integrated circuits in the United States, Japan, rest of Asia, and Europe. The company provides customizable process technologies, including SiGe, SiPho, mixed signal CMOS, RF CMOS, CMOS image sensor, non-imaging sensors, and integrated power management. It also offers a design enablement platform for a design cycle, as well as transfer optimization and development process services to integrated device manufacturers and fabless companies. The company serves various markets, such as consumer applications, personal computers, communications, handsets and smartphones, automotive, industrial, aerospace, and medical devices. Tower Semiconductor Ltd. was incorporated in 1993 and is headquartered in Migdal Haemek, Israel.

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