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Does Tower Semiconductor’s (TSEM) Axiro Radar Deal Quietly Reframe Its Defense Risk‑Reward Profile?
Simply Wall St.109d agoneutral
Does Tower Semiconductor’s (TSEM) Axiro Radar Deal Quietly Reframe Its Defense Risk‑Reward Profile?

Tower Semiconductor and Axiro Semiconductor recently announced the availability and ramp-up to volume production of Axiro’s high-performance Ku- and X‑band radar beamforming ICs, built on Tower’s Silicon Germanium technology at its U.S. fabs for defense applications. This collaboration not only targets advanced radar performance requirements but also bolsters U.S. defense supply chain resilience by providing domestically sourced, secure foundry services for critical systems. We’ll now...

Is Tower Semiconductor Ltd. (TSEM) A Good Stock To Buy Now?
Insider Monkey111d agobullish
Is Tower Semiconductor Ltd. (TSEM) A Good Stock To Buy Now?

Is TSEM a good stock to buy? We came across a bullish thesis on Tower Semiconductor Ltd. on r/ValueInvesting by daxter_101. In this article, we will summarize the bulls’ thesis on TSEM. Tower Semiconductor Ltd.’s share was trading at $224.49 as of April 20th. TSEM’s trailing and forward P/E were 115.72 and 78.74, respectively according to Yahoo Finance. Tower Semiconductor Ltd., an […]

The Optical AI Boom’s Biggest Winners: 3 Under-the-Radar Stocks Fueling the Revolution
24/7 Wall St.112d agoneutral
The Optical AI Boom’s Biggest Winners: 3 Under-the-Radar Stocks Fueling the Revolution

Artificial intelligence isn’t just a software story anymore — it’s an infrastructure arms race. Data centers are hitting physical limits as power consumption and heat climb alongside AI workloads. That’s where optical photonics steps in. Instead of electrons crawling through copper wire, photons race through fiber or waveguides at the speed of light. The payoff? ... The Optical AI Boom’s Biggest Winners: 3 Under-the-Radar Stocks Fueling the Revolution