[Think1st]

Hi...saw my question on board other board??is only one winner in the photonics Industry, or enough to go around. Can one invest in only tower or also lwlg.
If one co doesn't use lwlg, does that mean they won't survive or they will just use another co, or is their no other co.
Yes I know ,I know I don't really understand the technology, ubiquitous is for all the photonics companies or only for lwlg

[XenaLives]

Also interesting - explains divergence from the COVID pump and dump...

[XenaLives]

Um Humm...

SANTA CLARA, Calif., Aug. 16, 2023 – Intel Corporation (Nasdaq: INTC) today announced that it has mutually agreed with Tower Semiconductor (Nasdaq: TSEM) to terminate its previously disclosed agreement to acquire Tower due to the inability to obtain in a timely manner the regulatory approvals required under the merger agreement, dated Feb. 15, 2022.? In accordance with the terms of the merger agreement and in connection with its termination, Intel will pay a termination fee of $353 million to Tower.

“Our foundry efforts are critical to unlocking the full potential of IDM 2.0, and we continue to drive forward on all facets of our strategy,” said Pat Gelsinger, CEO of Intel. “We are executing well on our roadmap to regain transistor performance and power performance leadership by 2025, building momentum with customers and the broader ecosystem and investing to deliver the geographically diverse and resilient manufacturing footprint the world needs. Our respect for Tower has only grown through this process, and we will continue to look for opportunities to work together in the future.” ?

Stuart Pann, senior vice president and general manager of Intel Foundry Services (IFS), said, “Since its launch in 2021, Intel Foundry Services has gained traction with customers and partners, and we have made significant advancements toward our goal of becoming the second-largest global external foundry by the end of the decade. We are building a differentiated customer value proposition as the world’s first open system foundry, with the technology portfolio and manufacturing expertise that includes packaging, chiplet standards and software, going beyond traditional wafer manufacturing.”?

IFS has made significant strides over the past year as demonstrated by its more than 300% year-over-year revenue increase in the second quarter of 2023. This momentum is further illustrated by Intel’s recent agreement with Synopsys to develop a portfolio of intellectual property (IP) on Intel 3 and Intel 18A process nodes. Intel was also awarded the first phase of the U.S. Department of Defense’s Rapid Assured Microelectronics Prototypes - Commercial (RAMP-C) program, with five RAMP-C customers in design engagement on Intel 18A. In addition, Intel landed a multigeneration agreement with Arm to enable chip designers to build low-power compute system-on-chips (SoCs) on 18A, and Intel signed a strategic partnership with MediaTek to use IFS’ advanced process technologies.

https://www.intel.com/content/www/us/en/newsroom/news/intel-news-aug-2023.html#gs.444sl6

[XenaLives]

From Google AI...

"Here are some other notable events in Tower Semiconductor's history:
In 2001, Tower Semiconductor constructed a 200mm facility called Fab 2, alongside its Fab 1 facility
On February 15, 2022, Intel announced an agreement to acquire Tower Semiconductor for $5.4 billion
Tower Semiconductor's technology and manufacturing platforms are used in growing markets such as consumer, industrial, automotive, mobile, infrastructure, medical, and aerospace and defense. "

[XenaLives]

Veeery interestingk...

The profile of this stock and research has led me to wonder what is really going on here

[midastouch017]

Tower Announces Termination of Intel Acquisition Agreement

https://finance.yahoo.com/news/tower-announces-termination-intel-acquisition-071600599.html

MIGDAL HAEMEK, Israel, August 16, 2023 –Tower Semiconductor (NASDAQ: TSEM & TASE: TSEM), today announced it has mutually agreed with Intel Corporation to terminate their previously announced merger agreement entered into in February 2022.

After careful consideration and thorough discussions and having received no indications regarding certain required regulatory approval, both parties have agreed to terminate their merger agreement having passed the August 15, 2023 outside date. Pursuant to the terms of the merger agreement, and in connection with this termination, Intel will pay to Tower a reverse termination fee equal to $353 million.

Russell Ellwanger, Tower Semiconductor CEO, commented, "Tower was very excited to join Intel to enable Pat Gelsinger’s vision for Intel’s foundry business. We appreciate the efforts by all parties. During the past 18 months, we’ve made significant technological, operational, and business advancements. We are well positioned to continue to drive our strategic priorities and short-, mid- and long-term tactics with a continued focus on top and bottom-line growth."

[tw0122]

Bounce bounce…This PH18DB platform is targeted for optical transceiver modules in datacenters and telecom networks, as well as new emerging applications in artificial intelligence (AI), machine learning, LiDAR and other sensors. According to the market research firm LightCounting, the silicon photonics transceiver market is expected to grow at a CAGR of 24% reaching a TAM of $9B in 2025.

[weedtrader420]

TSEM$

[Long and gone]

Is anyone buy this still. The buyout is for 53$ per share. Doesn’t this seem like a huge score to buy the 50 options a few months out they are about 60 cents depending which ones you buy and how far out you go. I’m thinking it’s a 5x return. Thoughts ?

[JohnCM]

Tower being purchased by Intel.

[villawest]

TSEM got hacked over the weekend ... not sure on how it will affect earnings...
-
https://www.marketwatch.com/press-release/tower-semiconductor-provides-an-update-on-a-cyber-event-2020-09-06?mod=mw_quote_news

[whytestocks]

$TSEM good read Tower Semiconductor Ltd Nasdaq Tsem Short Squeeze

[villawest]

all-time high is just around the corner. demand for product is good. good luck longs

[whytestocks]

News: $TSEM TowerJazz Announces its Annual Technical Global Symposium to be held in China, Japan and the US

NEWS ANNOUNCEMENT                    FOR IMMEDIATE RELEASE Presenting Company’s value-add advanced specialized technology platforms and key manufacturing solutions MIGDAL HAEMEK, Israel, July...

Got this from TowerJazz Announces its Annual Technical Global Symposium to be held in China, Japan and the US

[whytestocks]

News: $TSEM TowerJazz Announces Second Quarter 2019 Results with Strong Organic Growth and Guides Third Quarter Revenue Increase with Continued Organic Growth

MIGDAL HAEMEK, Israel, July 29, 2019 (GLOBE NEWSWIRE) -- TowerJazz (NASDAQ: TSEM & TASE: TSEM) reported today its results for the second quarter ended June 30, 2019. Second Quarter Results Overview Revenues for the second quarter of 2019 were $306 million, reflecting 11% quarter ov...

Got this from TowerJazz Announces Second Quarter 2019 Results with Strong Organic Growth and Guides Third Quarter Revenue Increase with Continued Organic Growth

[DonateLove]

It may have bottomed waiting for a lift from market and semiconductor sector. It has been tracking several similar techs. An upcoming turn around from APPL and China can lift this too.

[NSX]

It could dip to 14.85, I will load up another 200 shares and watch it go back up next few days. Here is hoping!

[girlfriend]

Well today your wish may come true...earnings didn't meet expectations but apparently guidance forward is good. Stock under $15 pre market I just added a few more lucky for me I don't have a large position at all but kind of sucks. Good luck to us all.

[NSX]

I wish I had more funds to add on that dip from yesterday before the earning report!

[girlfriend]

Holding as well...but today we will see some huge company earnings after close so maybe fasten your seat belts.

Good luck to all

[NSX]

I expect the market to rebound and our TSEM right along with it.

Holding my shares along with my other stocks.

[NSX]

Same!, similar minds! wow?!

[girlfriend]

I have UCTT....part of their drop was due too the fire at their plant in Korea I believe.

I also have some ICHR, now CY, and as little AMAT.

[NSX]

I believe this as well. I like UCTT and KEM also, both good companies greatly affected and should bounce in time 50% from their current price.

[girlfriend]

Agree 100%. I have been starting to load little by little on my fav semis mainly only starters for now. TSEM will be alright long term.

[NSX]

Geopolitical dynamics has greatly influenced many of my favorite semiconductor and electronic stocks. Much depends on these factors, our Tariffs laws and international reaction. I am holding for now and I will add on ongoing dips.

[girlfriend]

In at 17.77 1st entry with a starter.

[NSX]

$30 in a 6 months period. Upgrade. Very bullish

[NSX]

Today will be a great day for TSEM and the beginning of a bounce back up

NSX strong buy

[villawest]

last 6 months its been a great ride and more to come. earnings will continue to increase. good job TSEM next milestone 50 bucks a share. and possible stock split.

[villawest]

on april 25th i said the May earnings report would push this stock to 25 bucks. i see it going to 30 bucks now.

[villawest]

earnings coming out may 8, 25 bucks a share here we come

[TREND1]

52 Week Range 11.03 - 23.65

[TREND1]

% institutions OWN = 65%

[TREND1]

EPS = -.40

[TREND1]

TSEM RSI 5

[Phaeton]

Does anybody follow TSEM

[villawest]

nice earnings beat today with earnings. 20 bucks a share in the near future.

[villawest]

tsem is turning into a great company. i have been invested for a year now and the best is yet to come. good luck to all the longs.

[JefftDecker]

TSEM

no i didnt buy yesterday, dammittttttt

R5

[ash111]

TowerJazz can improve smartphone battery life: http://www.globes.co.il/en/article-tower-jumps-on-breakthrough-to-improve-smartphone-battery-life-1001065961

UP only 8% ? breakthrough RF technology for 4G LTE smartphones and IoT devices.

[KingDMC]

TowerJazz Begins Mass Production of Advanced IR Sensor for Depth Sensing Technology

Source: GlobeNewswire Inc.

TowerJazz (NASDAQ: TSEM, TASE: TSEM), the global specialty foundry leader, announced today it has begun mass production of an IR sensor used by Intel in one of its new 3D sensing solutions. Intel chose TowerJazz's CMOS image sensor (CIS) platform, specifically its unique IS11 process, due to its unparalleled pixel performance at near infrared light with very high speed, high quantum efficiency (QE) and high optical resolution.
"Partnering with TowerJazz was a part of our success in producing our advanced image sensor for 3D imaging and was a natural choice as they were able to offer the required technical specifications and performance for this breakthrough technology," said Sagi Ben Moshe, Director Depth Camera Engineering, Intel Corporation.

The unique pixel developed by TowerJazz for Intel is a 3.5um global shutter very fast pixel that allows high quantum efficiency at near infrared light, specifically at the scanning laser wavelength with high sensor resolution.

"This collaboration between Intel and TowerJazz was a natural fit. Intel's leadership in this market, combined with our leading technology that provides outstanding pixel performance for near IR 3D imaging, along with the proximity of our Israel fab with Intel Israel, the group developing this technology, was an ideal alignment," said Russell Ellwanger, Chief Executive Officer, TowerJazz. "We are very excited to partner with Intel to produce lifestyle changing technology that will revolutionize the way we interact with devices in both our professional and personal lives. We highly value our business relationship with Intel and look forward to further collaboration on their sensing technology."

"It is truly amazing and thrilling to see our lengthy experience in the imaging field and our own CMOS image sensor technology developed in-house, combined with all of the R&D work we have undertaken for many years come to fruition in such a groundbreaking way," said Dr. Avi Strum, Vice President and General Manager, CMOS Image Sensor Business Unit, TowerJazz. "Intel sensing solutions will bring consumers new experiences and will change the way people capture and share 3D images. We are very proud of our work with Intel and our ability to assist them in bringing cutting-edge technologies to market quickly and in high volume."

For more information on TowerJazz's CMOS image sensor (CIS) platform, please visit: http://www.towerjazz.com/cmos-image-sensor.html.