# Tower Semiconductor

> Markdown twin of https://roboterminal.app/companies/tower-semiconductor · https://roboterminal.app/companies/tower-semiconductor.md

## On shared sources

- [Coherent](https://roboterminal.app/companies/coherent) (3)
- [Lumentum](https://roboterminal.app/companies/lumentum) (3)
- [NVIDIA](https://roboterminal.app/companies/nvidia) (3)
- [GlobalFoundries](https://roboterminal.app/companies/globalfoundries) (2)
- [Google](https://roboterminal.app/companies/google) (2)
- [Mizuho](https://roboterminal.app/companies/mizuho) (2)
- [STMicroelectronics](https://roboterminal.app/companies/stmicroelectronics) (2)
- [Amazon](https://roboterminal.app/companies/amazon) (1)
- [Broadcom](https://roboterminal.app/companies/broadcom) (1)
- [CoreWeave](https://roboterminal.app/companies/coreweave) (1)
- [Intel](https://roboterminal.app/companies/intel) (1)
- [Marvell](https://roboterminal.app/companies/marvell) (1)
- [Nebius](https://roboterminal.app/companies/nebius) (1)
- [TSMC](https://roboterminal.app/companies/tsmc) (1)
- [UBS](https://roboterminal.app/companies/ubs) (1)
- [UMC](https://roboterminal.app/companies/umc) (1)

## Pulse

- [@pequityresearch on X](https://x.com/pequityresearch/status/2112229539665301953)
  UBS: active devise supply chain $MRVL $GOOGL $AMZN $AVGO $TSEM $NVDA
- [@pequityresearch on X](https://x.com/pequityresearch/status/2111534459598336045)
  Bloomberg Intelligence: scale-up optical engine market forecasted to reach $90 billion in 2030, up from $279 million in 2026 or 322x. OCS market expected to reach $8 billion in 2030. $GOOGL $LITE $COH…
- [@pequityresearch on X](https://x.com/pequityresearch/status/2110916638694596988)
  Jensen Huang hopes to announce some new partnerships in Europe to unlock more land, power, and shell. Willing to support neoclouds like CoreWeave and Nebius in scaling out in places like Europe. Menti…
- [@pequityresearch on X](https://x.com/pequityresearch/status/2109692069748830699)
  Mizuho: SiPho modules growing from 23 million in 2025 to 45M in 2026E (up 95% y/y), reaching ~188 million by 2029E. $TSEM $GFS $STM $LITE $COHR
- [@pequityresearch on X](https://x.com/pequityresearch/status/2109285641653805073)
  Mizuho: Tower Semiconductor is expected to continue holding its lead in Sipho foundry market share at 40+% through 2029, followed by STMicroelectronics. $TSEM $GFS $STM
- [@pequityresearch on X](https://x.com/pequityresearch/status/2107550457837347187)
  Tower Semiconductor has the best SiPho foundry 👍 $TSEM $TSM $UMC $GFS $INTC https://t.co/mK82Hx1hDi

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Source: Roboterminal · https://roboterminal.app/companies/tower-semiconductor.md