Tower Semiconductor and Salience Labs announced a partnership to manufacture Photonic Integrated Circuit-based Optical Circuit Switches for AI data centers. The collaboration leverages Tower's silicon photonics platforms to deliver ultra-low latency, high-bandwidth optical connectivity. The partnership moves into pre-production phase, with both companies attending OFC 2026 Conference in March.

Tower Semiconductor and Scintil Photonics announced the availability of the world's first heterogeneously integrated DWDM laser sources for AI infrastructure. The LEAF Light™ product, built on Scintil's SHIP™ technology and Tower's silicon photonics platform, is designed to meet demanding requirements for next-generation AI data center interconnects with improved bandwidth density, lower power consumption, and reduced latency.

Tower Semiconductor announced it will participate in the Susquehanna 15th Annual Technology Conference on February 26th, 2026, offering one-on-one investor meetings. The company also partnered with LightIC to expand silicon photonics capabilities into physical AI and automotive applications, leveraging Tower's mature foundry platform for scalable FMCW LiDAR solutions.

Tower Semiconductor and LightIC Technologies announced a strategic collaboration to develop silicon photonics-based FMCW LiDAR solutions for automotive and robotics applications. The partnership leverages Tower's mature silicon photonics foundry platform to manufacture LightIC's Lark automotive LiDAR and FR60 compact LiDAR products. The global automotive LiDAR market is projected to grow from $859 million in 2024 to $3.6 billion by 2030, with the broader LiDAR market expected to reach $6.3 billion by 2027.

Hood River Capital Management established a new $109.22 million position in Tower Semiconductor, acquiring 1.51 million shares in Q3. The investment reflects institutional confidence in the company despite its 127% stock surge over the past year. Tower Semiconductor reported strong Q3 results with $396 million in revenue and record Q4 guidance of $440 million, while committing $300 million to expand capacity for high-margin data center and optical transceiver markets.

Tower Semiconductor will participate in the Nomura's CES Technology Conference in Las Vegas, offering investors an opportunity to meet with company representatives and discuss their analog semiconductor solutions.

Tower Semiconductor will participate in the Barclays 23rd Annual Global Technology Conference in San Francisco, offering investors an opportunity to meet with company representatives.

Tower Semiconductor reported strong Q3 results, beating sales and earnings expectations, with promising Q4 guidance indicating potential growth across product segments, particularly in AI data centers.

Several large-cap stocks showed significant gains last week, with companies like On Holding, Albemarle, and Tower Semiconductor reporting strong earnings and receiving positive analyst attention.

Xscape Photonics and Tower Semiconductor have developed the first on-chip, optically pumped, multi-wavelength laser source for AI datacenter interconnects, enabling high-performance, scalable optical fabrics with reduced complexity and cost.

Tower Semiconductor will release its Q2 2025 financial results on August 4, 2025, and host a conference call to discuss earnings and provide Q3 guidance. The call will be webcast live and available for replay for 90 days.

Tower Semiconductor and pSemi received an Industry Paper Competition Award at the 2025 IEEE International Microwave Symposium for their breakthrough wideband RF switch technology, demonstrating exceptional performance across bandwidth, insertion loss, power handling, and linearity.