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 PRESS RELEASE

Tower Semiconductor to Attend the Susquehanna 15th Annual Technology C...

Tower Semiconductor to Attend the Susquehanna 15th Annual Technology Conference MIGDAL HAEMEK, Israel, January 29, 2026 – Tower Semiconductor (NASDAQ/TASE: TSEM), the leading foundry of high value analog semiconductor solutions, today announced that its company representatives will participate in the Susquehanna 15th Annual Technology Conference on Thursday, February 26th. The conference will take place at the Lotte New York Palace Hotel in New York. There will be an opportunity for investors to meet one-on-one with company representatives. Interested investors should contact the conferenc...

Pierre FerraguÊ
  • Pierre FerraguÊ

AI in 2027; Intel’s turnaround; TSMC in 2026; Mobileye; Ericsson. Tech...

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 4 names we over the last two weeks, follow the link below.

Michael Piccolo
  • Michael Piccolo

Daily Recap: RVMD/MRK, SKYT/IONQ, USAR, INMD, ETN, RDWR, JHG, LDOS, AA...

SkyWater Technology Inc. (SKYT - $31.32) and IonQ, Inc. (IONQ - $47.25)Announces $1.8 Billion Cash & Stock Acquisition; Offer Value $35.00/share ($15 Cash + $20 Stock, Subject to Collar); Expected Close 2/3Q' 2026. IONQ announced on January 26, 2026, that it has entered into a definitive agreem

 PRESS RELEASE

Tower Semiconductor Announces Fourth Quarter and Fiscal Year 2025 Fina...

Tower Semiconductor Announces Fourth Quarter and Fiscal Year 2025 Financial Results and Conference Call MIGDAL HAEMEK, Israel – January 20, 2026 – (NASDAQ/ TASE: ), the leading foundry of high value analog semiconductor solutions, will issue its fourth quarter and fiscal year 2025 earnings release on Wednesday, February 11, 2026. The Company will hold a conference call to discuss its fourth quarter and fiscal year 2025 financial results and first quarter 2026 guidance on Wednesday, February 11, 2026, at 10:00 a.m. Eastern Time (09:00 a.m. Central, 08:00 a.m. Mountain, 07:00 a.m. Pacific an...

Pierre FerraguÊ
  • Pierre FerraguÊ

Strengthening AI infrastructure outlook: Implications for semicap

The last earnings season provided tangible indications that both 2026 and 2027 will be very strong growth years for AI infrastructure, a view confirmed by TSMC yesterday. Please see the link for the implications and our updated view on semicap vendors.

Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
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