$TSEM 0.57 Developing

Notable posts

• @StockSavvyShay neutral 747 eng

  THE $NVDA VERA RUBIN SUPPLY CHAIN BREAKDOWN Nvidia’s Vera Rubin is ramping into full-scale production and reshaping the AI rack bill of materials in three major ways: more HBM per rack, a shift from pluggable to co-packaged optics and the move to 800VDC power. Here are the companies positioned to capture each transition: Memory Storage (content-per-rack story) • $MU, $SNDK, $SKHY and Samsung sit at the memory and storage layer as next-gen AI systems require more bandwidth, more capacity and faster data access. Advanced Packaging (bottleneck that gates everything) • Foundry / packaging: $TSM, $AMKR, $INTC • Packaging equipment: $AMAT, $LRCX, $KLAC, $ASML • Test / validation: $TER, $AEHR • Substrates / materials: $TTMI Optical Communication (CPO transition) • Optical modules: $COHR, $LITE, $AAOI • CPO / switching chips: $AVGO, $NVDA, $MRVL • High-speed connectivity: $CRDO, $ALAB • Fiber / networking: $GLW, $NOK, $CSCO, $ANET • Silicon photonics / packaging: $TSM, $GFS, $TSEM 800VDC Power Supply (architecture shift) • Wide-bandgap semis: $STM, $ON, $NVTS, $POWI, $WOLF • Power management / hardened devices: $MPWR, $ADI, $TXN, $AOSL, $VICR, $MCHP • Motherboard / connector / power module: $FLEX, $APH, $TEL • Infrastructure / power delivery: $VRT, $ETN, $GEV Compute System (integrators) • $DELL, $HPE, $SMCI provide the system-level integration layer that turns all of these components into deployable AI infrastructure.

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• @StockSavvyShay bullish 353 eng

  Monster rebound day across memory and AI infrastructure names: • $AEHR +27% • $NBIS +17% • $CBRS +17% • $CIFR +17% • $AAOI +16% • $SKHY +14% • $DOCN +14% • $MU +13% • $SNDK +13% • $COHR +12% • $LITE +10% • $TSEM +10% • $ARM +9% • $INTC +8% • $AMD +8% • $MRVL +7%

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• @wallstengine bullish 245 eng

  $TSEM is planning a $3B Japan expansion to boost 300mm silicon photonics, silicon germanium, and advanced packaging capacity. Japan will provide $1B in grants to support the project. First phase: repurpose the Arai facility and expand Fab 7 output, with production readiness expected in Q4 2027. Tower also updated its 2028 model to target $3.6B revenue and $1.2B net profit.

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• @Venu_7_ bullish 147 eng

  Semiconductor names have gone through one of the biggest resets in this correction. The majority of these names are now testing their 200-day moving averages while continuing to post strong earnings beats and, in many cases, raised guidance. Technically, the charts are still damaged and will need time to repair. But the important thing is that many are holding their 200-day moving averages which is a very important level. Fundamentally, If you look at EPS growth estimates over the next 2-3 years, semiconductor names still have some of the strongest growth in the market and remain the biggest beneficiaries of the AI infrastructure boom. $NVDA $AVGO $FORM $CLS $CRDO $ALAB $COHR $LITE $COHR $MRVL $LRCX $AMD $TSM $BE $MU $SNDK $DRAM $VSH $TSEM $VICR $ANET $APH $GLW $DELL $HPQ

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• @wallstengine neutral 99 eng

  IQE and Tower Semi signed a multi-year InP epiwafer supply deal for AI data center optical connectivity. The deal supports $TSEM's silicon photonics platforms, including 200G/lane pluggable transceivers, 400G/lane modulator prototypes, and optical circuit switches. Note: both companies settled their IP dispute, with Tower granting IQE a worldwide royalty-free license for the porous silicon patents involved.

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• @Venu_7_ bullish 91 eng

  Optics names are having one of their best days in recent times. Good bounce across the group: $AAOI $COHR $LITE $CIEN $MRVL $GLW $TSEM https://t.co/Ok9v7Vd4u0

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• @TheETFTracker neutral 28 eng

  ANTHROPIC IS THE 2ND LARGEST HOLDING IN THIS ETF Here is every holding inside the Tema Photonics & Optical ETF $LAZR : Lumentum Holdings $LITE 17.23% weighting Anthropic 12.06% Aixtron 9.99% AXT $AXTI 9.40% Applied Optoelectronics $AAOI 5.57% Tower Semiconductor $TSEM 4.82% Furukawa Electric 4.78% Aehr Test Systems $AEHR 4.38% Eoptolink Technology 3.87% Zhongji Innolight 3.66% Landmark Optoelectronics 3.54% Yangtze Optical Fibre & Cable 3.49% Ciena $CIEN 3.11% Coherent $COHR 3.04% Veeco Instruments $VECO 2.93% Yuanjie Semiconductor Technology 2.37% Suzhou TFC Optical Communication 2.30% IQE 2.06% Sivers Semiconductors 2.03% WIN Semiconductors 2.03% Soitec 2.01% IntelliEPI 2.00% Himax Technologies 1.76% Semtech $SMTC 1.63% SiTime $SITM 1.62% Disclosure: Tema is a WOLF Financial partner. This post is for informational purposes only, not investment advice. Always read a fund's prospectus.

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• @ArkkDaily neutral 8 eng

  A new Photonic/Optical ETF just launched by KraneShares trading under the ticker $LUMA Here are the top 10 holdings at launch Lumentum $LITE - 7.15% Coherent $COHR - 6.64% Tower Semiconductor $TSEM - 6.56% MACOM $MTSI - 6.33% AXT Inc $AXTI - 6.31% Aixtron $AIXA - 6.21% Marvell $MRVL - 5.52% Soitec $SOI - 5.48% Nokia $NOK - 4.85% Land Mark Operations $3081 - 4.76%

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