Tower Semiconductor (TSEM) partners with NVIDIA to enhance AI data center infrastructure with silicon photonics, driving a surge in TSEM shares. TSEM specializes in analog and mixed-signal IC technologies, serving various markets with a $15.4 billion market cap. The stock has gained 179.7% in the past year and hit a 52-week high of $142.68. Tower Semiconductor reported Q3 2025 revenue of $396 million and a net profit of $53.6 million, with a forward revenue guidance of $440 million for Q4. Analysts predict EPS of $1.85 for 2025 and $2.45 for 2026, with a consensus “Moderate Buy” rating and a price target of $150.

Read more at Barchart: Tower Semiconductor Just Struck a New AI Deal with Nvidia. Should You Buy TSEM Stock Here?