TSEM Tower Semiconductor Ltd Загрузка... : Бычьи и медвежьи мнения аналитиков
Загрузка графика...
Лучшие сигналы
Лента
22:44
31 авг
31 авг
Watch TSEM as SiPho setup becomes interesting around $200.
Watch TSEM as the author highlights strong SiPho growth, customer prepayments, and a 36% drawdown, but only says the setup is becoming interesting around $200 rather than making an explicit buy or ownership call.
Сред.
20:13
31 авг
31 авг
Optical transceiver sales projected up 25–50%
SEMICON Taiwan notes: optical transceiver sales seen +25% in 2025 and +50% in 2026; silicon photonics share >50% by 2027; CPO mass production H2; bottlenecks in lasers, fibers, connectors, testing.
Низ.
18:49
30 авг
30 авг
IQE-TSEM minimum-volume agreement disclosed
IQE signed a multi-year agreement with TSEM that includes minimum purchase volumes; no directional view on TSEM.
Низ.
07:22
27 авг
27 авг
This is a research reading list mapping the AI infrastructure value chain across 19 layers.
This is a research reading list mapping the AI infrastructure value chain across 19 layers, presenting factual coverage and supply-chain analysis without any explicit positions or forward-looking trade calls.
07:05
27 авг
27 авг
Author shares a value chain research map following Nvidia earnings.
Author shares a value chain research map following Nvidia earnings, listing beneficiaries as watchlist context without stating any personal positions or forward calls.
06:54
27 авг
27 авг
"Networking, optics, fiber names listed"
"AI-infrastructure value-chain names across networking, optics, photonics, and fiber are listed as beneficiaries; no explicit directional commitment or trade call."
Сред.
16:47
25 авг
25 авг
TSEM partners with LWLG on silicon photonics.
TSEM is working with LWLG to integrate its polymer modulator technology into the TSEM PH18 silicon-photonics platform; no directional view on TSEM.
Низ.
13:00
23 авг
23 авг
Author frames LWLG's thesis as starting after qualification with a scalable material.
Author frames LWLG's thesis as starting after qualification with a scalable material and royalty model, citing catalysts and cash position as bullish upside.
21:20
22 авг
22 авг
Author shares a research report on optical communications silicon photonics supply chain.
Author shares a research report on optical communications silicon photonics supply chain, listing beneficiaries without stating any personal position or directional call.
19:38
22 авг
22 авг
Hold resilient names through bond hikes
Long these equities as the author sees them as resilient through bond-yield hikes, weak markets, and midterm turbulence, while avoiding high-multiple, unproven, debt-heavy names.
Сред.
04:01
20 авг
20 авг
Goldman flags optical networking supply chain names
Goldman's optical networking supply chain report names these semis/optical names, but the speaker gives no ratings or directional view.
Сред.
06:30
19 авг
19 авг
The author shares a crowd-sourced list of stocks followers would buy on a dip.
The author shares a crowd-sourced list of stocks followers would buy on a dip, but this is a survey result, not their own position or forward call, so all tickers are indexed as watch.
Низ.
02:14
19 авг
19 авг
UMC/Tower expansions noted, no directional view.
Notes UMC and Tower foundry 300mm wafer capacity expansions, linking silicon foundry wins to InP laser demand; no explicit position or target.
Низ.
09:07
17 авг
17 авг
Author analyzes 13F filings and PIC100 yield speculation for STM.
Author analyzes 13F filings and PIC100 yield speculation for STM, framing it as a hypothesis rather than a personal position or trade call.
06:34
15 авг
15 авг
Author lists past positions taken earlier in the year or last year as historical context.
Author lists past positions taken earlier in the year or last year as historical context to rebut skepticism, not as new forward-looking trade ideas, so all tickers default to watch.
Низ.
18:10
14 авг
14 авг
The tweet is a riddle asking followers to guess a micro-cap tech stock based on its integration.
The tweet is a riddle asking followers to guess a micro-cap tech stock based on its integration with major customers, listing those giants as context rather than making any directional trade calls.
Низ.
04:31
14 авг
14 авг
China 28nm capex increases mature-node pricing risk.
Watch mature-node foundries and analog suppliers due to long-term pricing risks from China's 28nm capex recovery.
Сред.
17:54
13 авг
13 авг
Tower Semi named as SiPh foundry in 400G ecosystem
Tower Semiconductor named as silicon photonics foundry participant with PH18 SiPho process and 400G SiPh MZM; author noted one company called SiPh "insufficient for 400G" while demoing at the same booth.
Низ.
17:33
13 авг
13 авг
TSEM multi-year InP epiwafer deal with IQE
TSEM co-mentioned as having signed a multi-year InP epiwafer supply agreement with IQE, cited as validation of upstream epitaxy demand in the optical interconnect supply chain.
Низ.
10:30
13 авг
13 авг
TSEM highlights IQE in recent earnings
Notes TSEM highlighted IQE in its earnings as a key partner for securing InP wafer supply.
Низ.
09:46
13 авг
13 авг
TSEM: InP epiwafer agreement, watch
Watch TSEM — signed InP epiwafer agreements with IQE to secure strategic III-V supply for its roadmap. Supply-chain read-through only; no author position language.
Сред.
14:36
12 авг
12 авг
Long TSEM on photonic ramp catalyst
Buy TSEM as a primary DCA target where author tripled down on weakness, citing photonic ramp confirmation and macro relief (CPI, Iran peace) as catalysts; disclosed as a current holding.
Сред.
23:35
11 авг
11 авг
Author celebrates positive earnings reactions across AI themes but frames them as observations.
Author celebrates positive earnings reactions across AI themes but frames them as observations of momentum, not explicit positions or forward calls, so all tickers are indexed as watch.
Низ.
21:16
11 авг
11 авг
The author frames TSEM as a photonic hedge against war and market rallies.
The author frames TSEM as a photonic hedge against war and market rallies, but it is a sarcastic characterization rather than a directional trade call.
Низ.
13:11
11 авг
11 авг
TSEM named LWLG foundry partner
TSEM named as a foundry partner for LWLG's electro-optic polymer technology platform; co-mentioned in a fundamental technology description.
Низ.
05:24
11 авг
11 авг
TSEM key specialty SiPh foundry exposure
Author identifies TSEM as a key specialty SiPh foundry with strong optical transceiver and integrated photonics exposure, leveraging mature specialty processes combining photonics with analog/RF.
Сред.
15:30
10 авг
10 авг
Takes profits to avoid earnings risk.
Author exited positions in TSEM, SMTC, LITE, RKLB, and SPCX to avoid earnings risk, taking profits and stopping out ahead of ER events.
Выс.
14:51
10 авг
10 авг
TSEM $1.3B 2027 contracts, 4x fab expansion
TSEM earnings call confirms $1.3B contract value for 2027, dual-track 300mm fab expansion in Japan, and multi-million SiPho module milestone with MRVL; speaker analyzes but does not personally hold TSEM.
Сред.
14:44
10 авг
10 авг
Author explicitly states he bought positions in all five tickers for his swing challenge.
Author explicitly states he bought positions in all five tickers for his swing challenge, framing them as current holdings with a bullish intent to profit from earnings season.
14:06
10 авг
10 авг
Cites Nomura optical laser chip research.
Cites Nomura Securities research on the global optical laser chip ecosystem and competitive landscape, no directional view.
Сред.
Об аналитическом покрытии TSEM
Buzzberg отслеживает TSEM (Tower Semiconductor Ltd) в 44 источниках. Бычьих сигналов: 111, медвежьих: 1, от 41 аналитиков. Сентимент преимущественно бычий (41%). Всего отслеживается 270 торговых идей. За последние 7 дней: наблюдение: 6. Последние спикеры: photoncap, pequityresearch, crux_capital_.