TSEM SEC Filings, Earnings & Splits

Tower Semiconductor and Innolight announced continued collaboration on Near-Package Optics (NPO) for AI infrastructure, with Innolight's first NPO device entering early production on Tower's PH18M Silicon Photonics process at Tower's California fab, and multiple NPO products taped out on Tower's 300mm platform.

Tower Semiconductor reported record Q3 2026 results with revenue of $526 million (up 33% YoY) and net profit of $120 million, and provided record Q4 2026 revenue guidance of $600 million (up 36% YoY), implying $2 billion in annual revenue for 2026.

Tower Semiconductor Ltd. filed an amended Schedule 13G (13G/A), indicating a change in a passive institutional holder's ownership position. The filing itself does not disclose a corporate event by the issuer.

A Schedule 13G was filed regarding Tower Semiconductor Ltd, indicating a passive ownership position by an institutional or other holder. The filing directory does not disclose the specific holder, ownership percentage, or share count.

Tower Semiconductor and Semtech announced an expanded multi-year agreement under which Semtech will invest in securing dedicated silicon germanium (SiGe) capacity at Tower's fabs in the US, Israel, and Japan to support AI data center optical interconnect components. The deal builds on their 20-year partnership and provides supply assurance for Semtech's growing SiGe-based product demand.

Tower Semiconductor announced that it will release its third quarter 2026 financial results and hold a conference call on November 2, 2026, to discuss results and provide fourth quarter 2026 guidance.

Tower Semiconductor filed a 6-K containing a proxy statement for an Extraordinary General Meeting of Shareholders to be held on November 25, 2026, seeking approval of an Amended and Restated Compensation Policy for directors and executive officers under the Israeli Companies Law.

Tower Semiconductor announced its 2026 Technical Global Symposium in Santa Clara, California, to showcase technology innovation and industry leadership, featuring a CEO keynote and an executive panel with leaders from Google, Arista, and others.

Tower Semiconductor and NewPhotonics announced the beginning of high-volume shipments of laser-integrated, serviceable optical engine PICs for AI interconnect, supporting data rates from 800G to 1.6T with future plans for 6.4T solutions.

Tower Semiconductor announced its participation in ECOC 2026 to showcase its high-volume Silicon Photonics and SiGe solutions for AI infrastructure, telecom, and emerging applications.