2.83%
-2.81%
19.30%
22.70%
73.52%
45.74%
125.70%
AI Spotlight on TSEM
Company Description
Tower Semiconductor Ltd., an independent semiconductor foundry, manufactures and markets analog intensive mixed-signal semiconductor devices in the United States, Japan, other Asia countries, and Europe.It provides various customizable process technologies, including SiGe, BiCMOS, mixed signal/CMOS, RF CMOS, CMOS image sensor, integrated power management, and MEMS.The company also offers wafer fabrication services and design enablement platform for design cycle, as well as transfer optimization and development process services to integrated device manufacturers and fabless companies.
It serves various markets, such as consumer electronics, personal computers, communications, automotive, industrial, aerospace, military, and medical device products.The company was incorporated in 1993 and is headquartered in Migdal Haemek, Israel.
Market Data
| Last Price | 50.06 |
| Change Percentage | 2.83% |
| Open | 49.24 |
| Previous Close | 48.68 |
| Market Cap ( Millions) | 5560 |
| Volume | 313365 |
| Year High | 55.31 |
| Year Low | 28.11 |
| M A 50 | 50.01 |
| M A 200 | 42.39 |
Financial Ratios
| FCF Yield | -0.25% |
| Dividend Yield | 0.00% |
| ROE | 8.23% |
| Debt / Equity | 7.38% |
| Net Debt / EBIDTA | -17.68% |
| Price To Book | 1.99 |
| Price Earnings Ratio | 25.26 |
| Price To FCF | -400.48 |
| Price To sales | 3.73 |
| EV / EBITDA | 11.7 |
News
- Jan -21 - Tower Semiconductor Announces Fourth Quarter and Fiscal Year 2024 Financial Results and Conference Call
- Dec -30 - Tower Semiconductor to Attend the 27th Annual Needham Growth Conference in New York
- Dec -23 - Tower Semiconductor Releases 300mm 65nm 3.3V-Based BCD Power Management Platform
- Dec -10 - Tower Semiconductor Awarded by Semtech for Manufacturing Excellence and Partnership
- Nov -26 - Tower Semiconductor Releases 300mm Silicon Photonics Process as a Standard Foundry Offering
- Nov -14 - Tower Semiconductor Analyst Raises Forecast On 'Aggressive AI-Levered Demand'
- Nov -13 - Tower Semiconductor Ltd. (TSEM) Q3 2024 Earnings Call Transcript
- Nov -13 - Tower Semiconductor forecasts upbeat Q4 revenue; unveils $350 mln investment plan
- Nov -13 - Tower Semiconductor Reports 2024 Third Quarter Financial Results
- Nov -13 - Top Wall Street Forecasters Revamp Tower Semiconductor Price Expectations Ahead Of Q3 Earnings
- Nov -04 - Tower Semiconductor Earnings: Fantastic YTD Run, Looking For A Pullback
- Oct -21 - Tower Semiconductor Announces Third Quarter 2024 Financial Results and Conference Call
- Oct -14 - AI-Driven Growth And A Strong Balance Sheet Make Tower Semiconductor Shine
- Sep -10 - Tower Semiconductor Sets a New RFSOI Standard with Broadcom's Wi-Fi RF Front-End Modules for Next-Gen Mobile Applications
- Sep -06 - Israel's Tower Semiconductor ties up with Adani group for $10 bln chip project in India
- Aug -07 - Empowering the Future: Tower Semiconductor Announces 2024 Technical Global Symposium to Showcase Analog Technology Advancements
- Jul -24 - Tower Semiconductor Reports 2024 Second Quarter Financial Results
- Jul -03 - Tower Semiconductor Announces Second Quarter 2024 Financial Results and Conference Call
- May -17 - Wall Street Favorites: 3 Under-$50 Stocks With Strong Buy Ratings for May 2024
- May -09 - Tower Semiconductor Ltd. (TSEM) Q1 2024 Earnings Call Transcript
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Integrated Circuits
Expected Growth : 6 %
What the company do ?
Tower Semiconductor Ltd.'s Integrated Circuits are designed and manufactured for various applications, including image sensors, power management, and radio frequency devices.
Why we expect these perspectives ?
Tower Semiconductor's Integrated Circuits segment growth is driven by increasing demand for 5G infrastructure, IoT devices, and autonomous vehicles, which rely heavily on advanced semiconductor technology. Additionally, the company's focus on specialty analog foundry services and its strong relationships with leading OEMs contribute to its growth momentum.
Tower Semiconductor Ltd. Products
| Product Range | What is it ? |
|---|---|
| Analog ICs | Tower Semiconductor Ltd. offers a wide range of analog ICs, including power management, audio, and interface products, designed to provide high performance and low power consumption. |
| Image Sensors | Tower Semiconductor Ltd. provides high-quality image sensors for various applications, including camera modules, surveillance systems, and medical imaging devices. |
| Power Management ICs | Tower Semiconductor Ltd. offers a range of power management ICs, including voltage regulators, power amplifiers, and battery management systems. |
| Radio Frequency (RF) and Microwave | Tower Semiconductor Ltd. provides RF and microwave solutions for wireless communication systems, including amplifiers, switches, and filters. |
| Sensor and Actuator ICs | Tower Semiconductor Ltd. offers a range of sensor and actuator ICs, including temperature, pressure, and motion sensors, as well as haptic drivers and LED drivers. |
| CMOS Image Sensors | Tower Semiconductor Ltd. provides high-performance CMOS image sensors for various applications, including camera modules, surveillance systems, and medical imaging devices. |
| Display Drivers | Tower Semiconductor Ltd. offers display drivers for various display technologies, including LCD, OLED, and micro-LED displays. |
Tower Semiconductor Ltd.'s Porter Forces
Threat Of Substitutes
Tower Semiconductor Ltd. has a moderate threat of substitutes due to the availability of alternative semiconductor manufacturing technologies.
Bargaining Power Of Customers
Tower Semiconductor Ltd. has a low bargaining power of customers due to its strong relationships with major customers and its ability to provide customized solutions.
Bargaining Power Of Suppliers
Tower Semiconductor Ltd. has a moderate bargaining power of suppliers due to its dependence on a few key suppliers for raw materials and equipment.
Threat Of New Entrants
Tower Semiconductor Ltd. has a high threat of new entrants due to the increasing demand for semiconductor manufacturing services and the relatively low barriers to entry.
Intensity Of Rivalry
Tower Semiconductor Ltd. operates in a highly competitive industry with intense rivalry among established players, leading to a high intensity of rivalry.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 5.71% |
| Debt Cost | 3.95% |
| Equity Weight | 94.29% |
| Equity Cost | 8.58% |
| WACC | 8.32% |
| Leverage | 6.06% |
Tower Semiconductor Ltd. : Quality Control
Tower Semiconductor Ltd. passed 6 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| AIXA.DE | AIXTRON SE, together with its subsidiaries, provides deposition equipment to the semiconductor industry in Asia, Europe, and the Americas. It develops, produces, sells, maintains, and installs equipment for the deposition … |
| NVMI | Nova Ltd. designs, develops, produces, and sells process control systems used in the manufacture of semiconductors in Israel, Taiwan, the United States, China, Korea, and internationally. Its product portfolio includes … |
| MELE.BR | Melexis NV designs, develops, tests, and markets advanced integrated semiconductor devices primarily for the automotive industry in Europe, the Middle-East, Africa, the Asia Pacific, and North and Latin America. The … |
| CAMT | Camtek Ltd., together with its subsidiaries, develops, manufactures, and sells inspection and metrology equipment for the advanced interconnect packaging, memory, complementary metal oxide semiconductor image sensors, micro-electro mechanical systems, radio … |
| BESI.AS | BE Semiconductor Industries N.V. develops, manufactures, markets, sells, and services semiconductor assembly equipment for the semiconductor and electronics industries worldwide. The company's principal products include die attach equipment, such as … |
Peers Metrics
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Scoring Insights
Peers Group Analysis
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Melexis
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Tower Semi
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Nova
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Camtek
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BESI
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