Tower Semiconductor ships optics. Tower Semiconductor stock costs EUR 227.50 versus EUR 229.50

Published on 10/07/2026 at 10:34 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Revenue rose 24.00 percent year over year in the second quarter. Tower Semiconductor stock costs EUR 227.50 after EUR 229.50 on October 7, 2026.

Tower Semiconductor, IL0010823792, Illustration mit AI erstellt.

Tower Semiconductor (ISIN IL0010823792) was trading at EUR 227.50 at Lang & Schwarz on October 7, 2026 at 10:30 a.m. CEST, down 0.87 percent versus the prior close of EUR 229.50. The company has moved its silicon photonics business into higher-volume production, a development described by Simply Wall St on September 18, 2026.

Photonics reaches volume production

Simply Wall St reported that Tower Semiconductor and NewPhotonics had begun high-volume shipments of laser-integrated optical engine photonic integrated circuits on September 18, 2026. The platform supports 800G to 1.6T data rates, with a roadmap toward 6.4T solutions for AI infrastructure.

That shift matters because it links Tower's specialty foundry model to commercial optical demand rather than only research milestones. The same report also identified execution risk around one advanced platform and its customer collaboration, keeping the production ramp central to the investment case.

Record quarter sets a higher bar

According to Tower Semiconductor in its August 4, 2026 release, revenue for the second quarter of 2026 reached USD 460.00 million, up 24.00 percent year over year. Gross profit rose to USD 137.77 million from USD 80.03 million in the second quarter of 2025, while net profit attributable to the company increased to USD 90.77 million from USD 46.55 million.

The company guided third-quarter 2026 revenue to USD 520.00 million, with a plus or minus 5.00 percent range, representing 31.00 percent year-over-year growth at the midpoint. Silicon photonics reached a USD 680.00 million annualized revenue rate in the second quarter, up from USD 180.00 million a year earlier.

Nasdaq quote remains below prior close

Finance data showed Tower Semiconductor last at USD 258.41 on Nasdaq on October 6, 2026 at 4:00 p.m. ET, with a market capitalization of USD 29.2 billion. The company is listed on Nasdaq and TASE under ticker TSEM, according to Global Banking and Finance Review.

For investors, the key test is conversion: Tower must turn the USD 520.00 million third-quarter target and the expanding photonics run rate into sustained profitability while funding additional capacity. The second-quarter figures provide a stronger operating base, but the production ramp still carries execution risk.

Trading reference for October 7

Tower Semiconductor was trading at EUR 227.50 at Lang & Schwarz on October 7, 2026 at 10:30 a.m. CEST, down 0.87 percent versus the Lang & Schwarz prior close of EUR 229.50 on October 6, 2026. The further course of trading is shown by the continuously updated real-time quote of Tower Semiconductor stock.