Tower Semiconductor 경영진
경영진 기준 점검 2/4
현재 CEO에 대한 정보가 충분하지 않습니다.
핵심 정보
Russell C. Ellwanger
최고경영자
n/a
총 보수
| CEO 급여 비율 | n/a |
| CEO 재임 기간 | 21yrs |
| CEO 지분 보유율 | n/a |
| 경영진 평균 재임 기간 | 4.4yrs |
| 이사회 평균 재임 기간 | 9.8yrs |
최근 경영진 업데이트
Recent updates
내러티브 업데이트 • Apr 22
TSEM: Higher Multiple Dependence Will Pressure Future Earnings Resilience
Analysts have raised their price targets on Tower Semiconductor, supporting a higher fair value estimate of $173.00 as they factor in updated assumptions around the discount rate, profit margin, and future P/E levels. Analyst Commentary Recent Street research on Tower Semiconductor clusters around higher price targets, as analysts incorporate updated views on discount rates, profitability, and P/E assumptions.
새 내러티브 • Apr 10
SiPho And RF Platforms Will Drive Powerful Multi Year Upside Potential
Catalysts About Tower Semiconductor Tower Semiconductor operates specialty semiconductor fabs that manufacture analog intensive chips for areas such as silicon photonics, RF, power management and image sensors. What are the underlying business or industry changes driving this perspective?내러티브 업데이트 • Apr 08
TSEM: RF Connectivity Dependence Will Constrain Future Earnings Resilience
Analysts lifted the Tower Semiconductor fair value estimate from $159.29 to $168.57, reflecting updated views on revenue, profit margin and P/E assumptions after a series of recent price target increases from multiple research firms. Analyst Commentary Recent Street research on Tower Semiconductor has focused on refreshed price targets and updated assumptions around revenue, margins and P/E, providing a clearer view of how professionals are framing the risk and reward trade off.
새 내러티브 • Mar 27
Future Silicon Photonics Demand And Heavy Capex Will Likely Pressure Margins
Catalysts About Tower Semiconductor Tower Semiconductor operates analog focused foundries that manufacture power management, RF, imaging and silicon photonics chips for customers across communications, computing, automotive and industrial end markets. What are the underlying business or industry changes driving this perspective?내러티브 업데이트 • Mar 24
TSEM: RF Infrastructure Reliance Will Challenge Future Earnings Power
Analysts have raised their Tower Semiconductor price targets by $15 to $45 in recent research, pointing to company discussions and views on its RF infrastructure connectivity position as key support for the updated valuations. Analyst Commentary Bullish Takeaways Bullish analysts point to leadership in RF infrastructure connectivity as a core pillar supporting higher valuation ranges, with recent price targets clustering well above prior levels.
새 내러티브 • Mar 19
Tower Semiconductor (TSEM): The Analog Engine Powering the AI Power Delivery Boom
Tower Semiconductor (TSEM) is emerging as a critical "sleeper" in the 2026 AI infrastructure trade, closing the March 18 session at $141.96 USD. While most investors focus on GPU manufacturers, Tower has carved out a dominant niche in high-value analog solutions, specifically in Silicon Photonics (SiPho) and power management.Seeking Alpha • Mar 13
Tower Semiconductor: The Hidden AI Photonics Winner
Summary Silicon photonics revenue more than doubled from $106 million in 2024 to $228 million in 2025 as hyperscaler AI demand accelerated optical networking adoption. Over 70% of new silicon photonics capacity through 2026 is already reserved through 2028, signaling strong structural demand visibility. The PH18 platform supports 100G, 400G, 800G, and emerging 1.6T optical transceivers used in next-generation AI data center networking. A $920 million capacity expansion could drive revenue growth from $1.57 billion in 2025 to $2.84 billion by 2028. Gross margins could expand from about 23% today to nearly 40%, potentially tripling net profit as silicon photonics mix increases. Read the full article on Seeking Alpha내러티브 업데이트 • Mar 09
TSEM: RF And Silicon Photonics Leadership Will Redefine Earnings Power By 2027
Analysts have lifted their price targets on Tower Semiconductor by a combined $103, supporting a modest rise in our updated fair value estimate to $159.29, as they highlight the company’s RF Infrastructure connectivity leadership and insights from recent investor meetings. Analyst Commentary Recent research commentary centers on how the higher price targets line up with Tower Semiconductor’s role in RF Infrastructure connectivity and the feedback from recent investor meetings with management.내러티브 업데이트 • Feb 23
TSEM: RF And SiPho Progress Will Reshape Earnings Power By 2027
Narrative Update The updated analyst price target for Tower Semiconductor has moved from about $136 to about $157, with analysts pointing to refined assumptions for revenue growth, profit margins and future P/E multiples as key drivers of the change. Analyst Commentary Recent research updates on Tower Semiconductor cluster around higher price targets and refreshed modeling work, with analysts focusing on revised assumptions for growth, profitability and P/E multiples.내러티브 업데이트 • Feb 08
TSEM: RF And SiPho Execution Will Rebalance Earnings Profile By 2027
Analysts have lifted their Tower Semiconductor price targets into a roughly $97 to $150 range, citing stronger confidence in the RF Infrastructure business, higher estimates following the recent 3Q25 earnings report, and growing demand tied to SiPho related opportunities. Analyst Commentary Bullish Takeaways Bullish analysts see the higher US$97 to US$150 price target range as reflecting stronger conviction that Tower's RF Infrastructure business can support a higher earnings base and justify a richer valuation multiple.내러티브 업데이트 • Jan 24
TSEM: RF Connectivity And SiPho Execution Will Reshape Earnings Mix By 2027
The updated analyst price target for Tower Semiconductor moves from about US$134 to roughly US$136, as analysts point to stronger RF Infrastructure connectivity positioning and SiPho demand commentary from recent research as key supports for modestly higher fair value, revenue growth, and future P/E assumptions, despite slightly softer profit margin inputs. Analyst Commentary Recent research updates on Tower Semiconductor cluster around higher price targets and a stronger narrative for RF Infrastructure and SiPho, but there are still open questions that matter for execution and valuation risk.내러티브 업데이트 • Jan 10
TSEM: RF Infrastructure Leadership Will Reshape Earnings Mix By 2027
Analysts have raised their fair value estimate for Tower Semiconductor from $129 to $134, citing higher price targets tied to growing confidence in RF Infrastructure and SiPho demand trends highlighted in recent research updates. Analyst Commentary Recent research updates show a cluster of higher price targets for Tower Semiconductor, with bullish analysts pointing to RF Infrastructure leadership and SiPho momentum as key drivers behind their valuation work.분석 기사 • Dec 26
Tower Semiconductor (NASDAQ:TSEM) Seems To Use Debt Quite Sensibly
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...내러티브 업데이트 • Dec 23
TSEM: RF And SiPho Momentum Will Redefine Earnings Mix By 2027
Analysts have lifted their price target on Tower Semiconductor by $5, to $129, citing stronger long term earnings power driven by accelerating RF Infrastructure and SiPho demand, as reflected in recent post earnings estimate revisions. Analyst Commentary Bullish Takeaways Bullish analysts point to stronger than expected Q3 results as evidence that Tower is executing well against its long term growth strategy, which they see as justifying higher price targets and upward estimate revisions.내러티브 업데이트 • Dec 09
TSEM: RF Infrastructure And SiPho Will Reshape Earnings Mix By 2027
Analysts have raised their price targets on Tower Semiconductor by as much as $35, citing stronger post Q3 earnings estimates, accelerating SiPho demand, and an expanding RF Infrastructure mix that is expected to drive higher revenue growth and margins through 2027. Analyst Commentary Recent research updates reflect a generally constructive view on Tower Semiconductor, with higher price targets framed around stronger earnings power and a more favorable revenue mix through 2027.내러티브 업데이트 • Nov 25
TSEM: RF Infrastructure Will Transform Revenue Mix By 2027
Analysts have significantly raised their price target for Tower Semiconductor from $78.55 to $124.00. They cite accelerating revenue growth, improved profit margins, and strong performance in key segments following recent earnings results.분석 기사 • Nov 13
Results: Tower Semiconductor Ltd. Beat Earnings Expectations And Analysts Now Have New Forecasts
Shareholders will be ecstatic, with their stake up 22% over the past week following Tower Semiconductor Ltd. 's...분석 기사 • Nov 12
After Leaping 40% Tower Semiconductor Ltd. (NASDAQ:TSEM) Shares Are Not Flying Under The Radar
Despite an already strong run, Tower Semiconductor Ltd. ( NASDAQ:TSEM ) shares have been powering on, with a gain of...내러티브 업데이트 • Nov 09
TSEM: Revenue And Margin Expansion Will Influence Near-Term Performance
Narrative Update: Tower Semiconductor Analyst Price Target Rises Analysts have raised their price target for Tower Semiconductor from $75.22 to $78.55. This decision is based on anticipated revenue and margin expansion, along with growing opportunities in specialized semiconductor markets.내러티브 업데이트 • Oct 26
Revenue And Margin Expansion Will Strengthen Data Center And AI Positioning
Tower Semiconductor's analyst price target has increased from $68.66 to $75.22, as analysts anticipate stronger revenue growth and margin expansion. This outlook is driven by favorable positioning in key end-markets.분석 기사 • Sep 30
Why Tower Semiconductor Ltd. (NASDAQ:TSEM) Could Be Worth Watching
Tower Semiconductor Ltd. ( NASDAQ:TSEM ), is not the largest company out there, but it received a lot of attention from...분석 기사 • Sep 16
Tower Semiconductor (NASDAQ:TSEM) Has A Pretty Healthy Balance Sheet
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...내러티브 업데이트 • Sep 03
Expanding Data Center And 5G Demand Will Advance Silicon Manufacturing
The increase in Tower Semiconductor’s consensus price target is primarily driven by upgraded revenue growth expectations and a notable decline in its forward P/E, now implying a revised fair value of $67.26. What's in the News Tower Semiconductor and Xscape Photonics introduced the industry's first on-chip, optically pumped multi-wavelength laser source on Tower’s PH18 Silicon Photonics platform, targeting growing AI datacenter optical interconnect markets.분석 기사 • Aug 29
Tower Semiconductor Ltd. (NASDAQ:TSEM) Stocks Shoot Up 27% But Its P/E Still Looks Reasonable
Despite an already strong run, Tower Semiconductor Ltd. ( NASDAQ:TSEM ) shares have been powering on, with a gain of...내러티브 업데이트 • Aug 06
Expanding Data Center And 5G Demand Will Advance Silicon Manufacturing
Driven by notable improvements in net profit margin and upgraded revenue growth forecasts, the consensus analyst price target for Tower Semiconductor has increased from $59.60 to $63.06. What's in the News Tower Semiconductor guides Q3 2025 revenue to $395 million (±5%), representing a 7% year-over-year and 6% quarter-over-quarter increase.분석 기사 • Jun 18
Investor Optimism Abounds Tower Semiconductor Ltd. (NASDAQ:TSEM) But Growth Is Lacking
With a price-to-earnings (or "P/E") ratio of 21.4x Tower Semiconductor Ltd. ( NASDAQ:TSEM ) may be sending bearish...분석 기사 • May 31
Is Tower Semiconductor (NASDAQ:TSEM) Using Too Much Debt?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Seeking Alpha • Jan 29
Tower Semiconductor: Why I Am Optimistic Ahead Of Q4 2024 Earnings
Summary Tower Semiconductor is up 60.62% YoY, trading just 1% below its 52-week-high, outperforming the S&P 500 by over 40%. Rated as a hold due to declined revenue YoY and pending details on a $350 million investment plan for SiPho and SiGe capacity expansion. Despite a 2.06% YoY revenue decline in the first nine months of 2024, TSEM's power and sensor businesses show promising growth. TSEM's Q4 2024 revenue guidance ranges from $367.65 million to $406.35 million, driven by RF infrastructure and Agrate factory production ramp-up. Read the full article on Seeking AlphaSeeking Alpha • Nov 04
Tower Semiconductor Earnings: Fantastic YTD Run, Looking For A Pullback
Summary Tower Semiconductor Ltd. is expected to report Q3 '24 earnings on November 13th, with analysts predicting $0.53 and $0.47 EPS on $370M in sales. I am downgrading the company to a hold due to slow revenue growth, and will consider adding shares if there's a pullback. Key segments to watch include RF infrastructure, SiGe technology, and Silicon Photonics, with a particular focus on AI-related growth potential. Despite growth opportunities, I am not convinced the company is fully capitalizing on the AI revolution, leading to my cautious stance on TSEM stock. Read the full article on Seeking AlphaSeeking Alpha • Oct 14
AI-Driven Growth And A Strong Balance Sheet Make Tower Semiconductor Shine
Summary Tower Semiconductor is a specialty pure-play foundry offering customizable process technologies and poised to benefit from the AI boom due to its flexibility and strong financial position. TSEM reported strong sequential growth in Q2 2024, driven by surging demand in RF infrastructure and mobile business, along with significant growth in silicon photonics. The company boasts a robust balance sheet with a strong debt-to-equity ratio, manageable debt, and a current asset ratio of 5.9, reflecting its solid financial position amid growing demand. Valuation metrics indicate TSEM is significantly undervalued compared to peers, making it an attractive investment; I rate the stock as a buy. Read the full article on Seeking Alpha
새 내러티브 • Sep 02
Silicon Photonics And AI Demand Surge Faces Margin Pressure And Expansion Risks
Strategic expansions in silicon photonics and RF infrastructure indicate robust demand, promising significant revenue growth and market share expansion.CEO
Russell C. Ellwanger (70 yo)
21yrs
재임 기간
Mr. Russell C. Ellwanger has been the Chief Executive Officer of Tower Semiconductor Ltd., since May 1, 2005. Mr. Ellwanger has been the Chief Executive Officer at Tower US Holdings Inc. since May 2002. He...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| CEO & Director | 21yrs | 데이터 없음 | 데이터 없음 | |
| President | 2.5yrs | 데이터 없음 | 데이터 없음 | |
| CFO & Senior VP of Finance | 21.5yrs | 데이터 없음 | 데이터 없음 | |
| Chief Operating Officer | 11.8yrs | 데이터 없음 | 데이터 없음 | |
| Chief Scientist & Fellow | 1.3yrs | 데이터 없음 | 데이터 없음 | |
| Senior Vice President of Human Resources | 2.3yrs | 데이터 없음 | 데이터 없음 | |
| Senior VP | 21.2yrs | 데이터 없음 | 데이터 없음 | |
| Senior Vice President of Worldwide Sales | 2.3yrs | 데이터 없음 | 데이터 없음 | |
| Senior Vice President of Customer Solutions & Corporate Planning | 13.8yrs | 데이터 없음 | 데이터 없음 | |
| Senior VP and General Manager of Sensors & Displays Business Unit | 1.3yrs | 데이터 없음 | 데이터 없음 | |
| Senior Vice President of Excellence & Quality | 6.3yrs | 데이터 없음 | 데이터 없음 | |
| Senior Vice President of North America Sales | 1.3yrs | 데이터 없음 | 데이터 없음 |
4.4yrs
평균 재임 기간
59.5yo
평균 나이
경험이 풍부한 관리: TSEM의 경영진은 경험이 있음으로 간주됩니다(평균 재임 4.4 년).
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| CEO & Director | 9.7yrs | 데이터 없음 | 데이터 없음 | |
| Independent Director | 5.7yrs | 데이터 없음 | 데이터 없음 | |
| Independent Director | 10.1yrs | 데이터 없음 | 데이터 없음 | |
| Independent Chairman of the Board | 17.3yrs | 데이터 없음 | 데이터 없음 | |
| Independent Director | 17.5yrs | 데이터 없음 | 데이터 없음 | |
| Independent Director | 20.8yrs | 데이터 없음 | 데이터 없음 | |
| Independent Director | 9.9yrs | 데이터 없음 | 데이터 없음 | |
| Independent Director | 2yrs | 데이터 없음 | 데이터 없음 | |
| Independent Director | 5.7yrs | 데이터 없음 | 데이터 없음 | |
| Independent Director | 1.4yrs | 데이터 없음 | 데이터 없음 |
9.8yrs
평균 재임 기간
59yo
평균 나이
경험이 풍부한 이사회: TSEM의 이사회는 경험이 있음으로 간주됩니다(평균 재임 9.8 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/11 18:17 |
| 종가 | 2026/05/11 00:00 |
| 수익 | 2025/12/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
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분석가 소스
Tower Semiconductor Ltd.는 14명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Cody Acree | Ascendiant Capital Markets LLC |
| Tavy Rosner | Barclays |
| Cody Acree | Benchmark Company |