{"city":"Migdal Haemek","name":"Tower Semiconductor","slug":"tower-semiconductor","facts":[{"date":"2026-09-18","type":"revenue_band","value":"100-500m","source":"www.semiconductor-today.com — 2026-09-18"},{"date":"2026-09-18","type":"ownership_change","value":"public float","source":"www.semiconductor-today.com — 2026-09-18"},{"date":"2026-08-18","type":"revenue","value":"Q2 2026 revenue","source":"Semiconductor Engineering"},{"date":"2026-08-11","type":"revenue","value":"Q3 2026 revenue guidance","source":"fool.com and seekingalpha.com"},{"date":"2026-08-11","type":"revenue","value":"target silicon photonics annualised run rate","source":"fool.com and seekingalpha.com"},{"date":"2026-08-11","type":"revenue","value":"silicon photonics annualised run rate","source":"fool.com and seekingalpha.com"}],"peers":[],"stage":null,"state":"Northern District","aliases":["Tower Semiconductor Ltd.","TowerJazz"],"country":"Israel","domains":[{"why":"Tower Semiconductor runs specialty foundries that make silicon-photonic platforms, photonic integrated circuits and optical components for communications and AI infrastructure.","list":"AI Infra 100","rank":30,"tier":"member","layer":"Fabrication, memory & packaging","total":94,"domain":"AI Core","scores":{"gate_ne":["firepower"],"leverage":10,"position":8,"progress":10,"firepower":10,"commercial":8,"deployment":10,"production":8,"technology":10},"edition":"November 2026","segment":"Photonic foundry & PIC platforms"}],"founded":null,"signals":[{"date":"2026-10-14","header":"Tower Semiconductor and Semtech expanded their SiGe partnership to secure capacity for AI data-center optical interconnects.","outlet":"semiconductor-today.com"},{"date":"2026-09-24","header":"Tower Semiconductor to establish large-scale optical chip hub in Japan as part of $4 billion investment pledge","outlet":"Data Center Dynamics"},{"date":"2026-09-22","header":"OpenLight is sampling 3.2T DR8 silicon photonic power ICs.","outlet":"Electronics Weekly"},{"date":"2026-09-18","header":"Tower Semiconductor participating in ECOC 2026 exhibition booth #C1014","outlet":"semiconductor-today.com"},{"date":"2026-09-18","header":"Tower Semiconductor showcases silicon photonics and SiGe solutions at ECOC 2026","outlet":"semiconductor-today.com"},{"date":"2026-09-18","header":"NewPhotonics and Tower Semiconductor begin high-volume shipments of laser-integrated serviceable optical engine PICs for AI interconnect","outlet":"semiconductor-today.com"}],"website":"towersemi.com","category":"AI Infra · Fabrication, memory & packaging","categories":[{"name":"Photonic foundry & PIC platforms","domain":"AI Core","parent":"AI Infra · Fabrication, memory & packaging"}],"last_round":null,"updated_at":"2026-10-15T10:01:12.015+00:00","facts_total":50,"positioning":"Tower silicon photonics revenue reached an annualised run rate of USD 680 million in Q2 2026, up 270 percent year over year, with management targeting USD 1 billion by Q4 2026. Tower describes itself as the primary provider of SiPho for 1.6T transceivers and has over 50 active SiPho customers. The commercial structure is unusual for a foundry: USD 1.3 billion of contracted silicon photonics revenue for 2027 signed with its largest customers, USD 290 million of customer prepayments received in Q1 2026 to reserve 2027 capacity, and a larger contractual wafer commitment for 2028. Q2 2026 revenue was a record USD 460 million with 30 percent gross and 20 percent net margins; Q3 guidance of USD 520 million implies an annualised run rate above USD 2 billion. Management raised the 2028 model from USD 2.8 billion revenue and USD 750 million net profit to USD 3.6 billion and USD 1.2 billion. Capacity is being expanded through a USD 920 million capex plan and a METI-supported dual-track Japan expansion repurposing Arai for 300mm silicon photonics by Q4 2027. RF Infrastructure grew 140 percent year over year and was 49 percent of corporate revenue in Q2.","sub_category":"Photonic foundry & PIC platforms","signals_total":57,"url":"https://www.frontiertechintelligence.com/companies/tower-semiconductor","title":"Tower Semiconductor · ai core, Migdal Haemek, Northern District, Israel · scores, facts and signals · Frontier Tech Intelligence","description":"Tower Semiconductor runs specialty foundries that make silicon-photonic platforms, photonic integrated circuits and optical components for communications and AI infrastructure. AI Infra 100 rank 30 (score 94) 57 signals and 50 facts with sources.","publisher":"Frontier Tech Intelligence (Future Frontiers, a trade name of Essential Cognition Inc.)","note":"Assessment by Frontier Tech Intelligence; facts and signals carry their sources."}