NASDAQ · Technology

TOWER SEMICONDUCTOR LTD TSEM

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, wafers, and integrated power management.

Semiconductors

Company profile

Business mix

  • The company provides customizable process technologies, including SiGe, SiPho, mixed signal CMOS, RF CMOS, CMOS image sensor, non-imaging sensors, wafers, 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 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.

Current key questions

  • Can demand for the company's products and platforms keep growing within semiconductors?
  • How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
  • Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 109.05 FCF 1.21% Buyback -1.04%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Whale Rock Capital Management Alex Sacerdote 2.4% $187.2M 2026-03-31
Bridgewater Associates Ray Dalio 0.4% $81.2M 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 2 Last 3 13F filing periods
Net reducers 0 Last 3 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $268.4M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares New +1,529,462 / 0
Bridgewater Associates Ray Dalio 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$81.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 3 periods +462,725 (New) Total shares 462,725 Value $81.2M
Whale Rock Capital Management Alex Sacerdote 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$187.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 3 periods +1,066,737 (New) Total shares 1,066,737 Value $187.2M

Recent mentions

No public mentions.