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Nov 11, 2025 12:00 PM

Tower Semiconductor Analysts Boost Their Forecasts Following Upbeat Q3 Results

Tower Semiconductor (NASDAQ:TSEM) reported better-than-expected fiscal third-quarter results on Monday.

The company reported quarterly revenue growth of 6.8% year over year (Y/Y) to $395.67 million, beating the analyst consensus estimate of $393.98 million. The Israel-based contract chipmaker’s adjusted EPS of 55 cents beat the analyst consensus estimate of 54 cents.

Tower Semiconductor CEO Russell Ellwanger said the company’s core technologies—power management, image sensors, and 65nm RF mobile—are all generating year-over-year revenue growth, creating a strong foundation for expansion. He emphasized that Tower’s leadership in SiGe and SiPho technologies for optical transceivers, coupled with surging data center demand, is driving both ...