Feb. 11 at 3:44 PM
$TSEM From Ed on Yahoo
Bullish
They knocked it out of the park……. Earnings up, margins up, operating leverage exploding…..this confirms their dominance
SiPho capacity is scaling to 5 times instead of just 3 times and over 70% already reserved through 2028 with customer Prepayments…..,
CEO says in PR … Tower is the primary provider for 1.6t………this is AI data center Nvidia…..that’s strong..
Beat earning decisively..raised guidance… customers are now prepaying……, higher margin, infrastructure anchored acceleration…..it’s materially better than expected..