TSEM
TSEMWho's tracking it
People we track who have mentioned this stock — their take and the move.
Two capacity expansion announcements today from Tower Semiconductor and Applied Optoelectr
Japanese government support, clear financial targets ($1.2B net profit by 2028), and 300mm SiPho/SiGe/advanced packaging expansion indicate strong growth potential with a forward P/E of ~23.3.
Source: X / @aleabitoreddit ↗Morgan Stanley's note validates prior research, highlighting key CPO participants and emph
Also listed for silicon photonics foundry capacity, but the note does not provide rationale for a directional bet.
Source: X / @aleabitoreddit ↗The author highlights a private company OpenLight's growth and maps its public ecosystem a
Foundry for the optical ecosystem, likely manufacturing PICs or related components.
Source: X / @aleabitoreddit ↗TSEM surges 10%+ today; the author regrets not making it a top position in March. Foundrie
The stock jumped over 10% today, and the author expressed regret for not holding it as a major position since March, implying strong recent performance.
Source: X / @aleabitoreddit ↗IQE and Tower Semiconductor (TSEM) sign a multi-year InP epiwafer deal, highlighting IQE's
Tower Semiconductor secures multi-year InP epiwafer supply from IQE, enabling their semiconductor manufacturing.
Source: X / @aleabitoreddit ↗The author speculates that X-Fab could become the next Tower Semiconductor, benefiting fro
Used as a comparison comp (Tower Semiconductor) for X-Fab's potential trajectory. Author says X-Fab could be 'the next TSEM' but this is not a signal on TSEM itself.
Source: X / @aleabitoreddit ↗
