--- title: "TSEM Tower Semiconductor" canonical: "https://supercyclehq.com/stock/tower-semiconductor" type: "stock" dataAsOf: "2026-11-06" ticker: "TSEM" license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset." disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI." --- # Tower Semiconductor (TSEM) Tower Semiconductor is a specialty foundry. ## AI Exposure Score **32/100, Growing.** Tower runs a specialty foundry making analog, power management, and silicon photonics chips, including components used in data-center optical transceivers. AI-linked photonics and power chips are a growing driver, but diversified industrial and RF demand still dominates. ## Quote | Field | Value | | --- | --- | | Price (EOD close) | $137.34 | | Change 1d | +4.85% | | Change 7d | -17.50% | | Change 30d | -39.96% | | Change 1y | +63.36% | | 52-week high | $316.85 | | 52-week low | $84.07 | | Market cap | $15.6B | | P/E | 44.16 | | EPS | $3.11 | | Next earnings | 2026-11-02 | Quote as of 2026-11-06. ## Company | Field | Value | | --- | --- | | Exchange | NASDAQ | | Sector | Technology | | Headquarters | Migdal HaEmek, Israel | | CEO | Russell C. Ellwanger | | Employees | 5,200 | | Website | https://towersemi.com | | Buildout layers | [Semiconductors](https://supercyclehq.com/category/semiconductors) | ## What the company does Tower Semiconductor is a specialty foundry. It manufactures analog, power management, and radio frequency chips for other companies, serving customers who need specialized processes rather than the leading edge digital nodes the largest foundries chase. Its AI relevant lines include silicon photonics and components used in data center optical transceivers, the light based links that carry traffic inside AI clusters, plus power management chips for AI systems, analog edge chips, and sensor interface ICs. Founded in 1993 and headquartered in Migdal HaEmek, Israel, Tower employs about 5,200 people under CEO Russell Ellwanger and trades on the NASDAQ. ## Role in the AI buildout Tower sits in the Semiconductors layer of the buildout as a specialty manufacturer. Its clearest AI lane is silicon photonics: chips it fabricates end up in the optical transceivers that move data inside AI data centers, and power management for AI systems adds a second lane. Those AI linked lines are growing drivers, but diversified industrial, RF, and sensor demand still dominates its fabs, which is why Supercycle scores its AI exposure at 32 out of 100. ## Tracked investors holding it (13F) | Investor | Fund | Position value | Portfolio % | Change | Period | | --- | --- | --- | --- | --- | --- | | [Cathie Wood](https://supercyclehq.com/investors/cathie-wood) | ARK Investment Management | $2.6M | 0.02% | trimmed | 2026-06-30 | | [Ray Dalio](https://supercyclehq.com/investors/ray-dalio) | Bridgewater Associates | $2.1M | 0.01% | trimmed | 2026-06-30 | ## Recent news - [Tower Semiconductor Ltd (TSEM) Q3 2026 Earnings Call Highlights: Record Revenue of $526 Million ...](https://finance.yahoo.com/markets/stocks/articles/tower-semiconductor-ltd-tsem-q3-030217829.html?.tsrc=rss) (source, 2026-11-06) - [Tower Semiconductor Sinks 14% in a Week Despite “The Strongest Growth Phase in Our History”](https://www.tikr.com/blog/tower-semiconductor-sinks-14-in-a-week-despite-the-strongest-growth-phase-in-our-history?ref=yahoofinance&tlnk=yf-261103-wq8h4j9m&.tsrc=rss) (source, 2026-11-03) - [Tower Semiconductor and Innolight Advance High-Performance Near-Package Optics for AI Infrastructure](https://finance.yahoo.com/technology/ai/articles/tower-semiconductor-innolight-advance-high-181300246.html?.tsrc=rss) (source, 2026-11-03) - [Tower Semiconductor (TSEM) Could Be 47% Undervalued Following Record Results](https://finance.yahoo.com/markets/stocks/articles/tower-semiconductor-tsem-could-47-220956877.html?.tsrc=rss) (source, 2026-11-02) - [Tower Semiconductor (TSEM) Q3 2026 Earnings Call Transcript](https://www.fool.com/earnings/call-transcripts/2026/11/02/tower-semiconductor-tsem-q3-2026-earnings-call-transcript/?.tsrc=rss) (source, 2026-11-02) ## FAQ ### What does Tower Semiconductor do? Tower is a specialty semiconductor foundry manufacturing analog, power management, and RF chips for other companies, focusing on specialized processes rather than leading edge digital nodes. ### How is Tower exposed to AI? Its silicon photonics and power management chips serve AI data center optical links and systems, a growing driver. Diversified industrial demand still dominates, so Supercycle scores its exposure at 32 out of 100. ### What are Tower's main AI relevant products? Silicon photonics components for data center optical transceivers, power management chips for AI systems, analog edge chips, and sensor interface ICs. ### Who leads Tower and where is it based? CEO Russell Ellwanger leads Tower from Migdal HaEmek, Israel. Founded in 1993, the company employs about 5,200 people and trades on the NASDAQ. ### Is TSEM a pure play AI stock? No. Tower is a diversified specialty foundry where AI linked photonics and power chips are a growing slice. Its Supercycle AI Exposure Score is 32 out of 100. --- Source: https://supercyclehq.com/stock/tower-semiconductor. Data as of 2026-11-06. Prices are end-of-day closes, never live. Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI. Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.