Tower Semiconductor Ltd.

Tower Semiconductor Ltd.

Tower Semiconductor is a specialty semiconductor foundry that produces analog and mixed-signal chips.

Stock Performance Snapshot

Strong Buy

Analyst Rating

Analysts strongly recommend buying Tower Semiconductor's stock, expecting significant potential for growth.

Above Average

Financial Health

Tower Semiconductor is achieving solid revenue and cash flow, but faces challenges with profit margins.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Baskets Featuring TSEM

M5 Chip Supply Chain Investment Opportunities 2025

M5 Chip Supply Chain Investment Opportunities 2025

Apple's launch of the M5 chip highlights a significant leap in 3-nanometer technology, creating investment opportunities beyond Apple itself. This theme focuses on the key semiconductor companies that supply the advanced technology and equipment essential for producing such next-generation chips.

Published: October 16, 2025

Explore Basket
Semiconductor Shift: Beyond ASML's China Decline

Semiconductor Shift: Beyond ASML's China Decline

ASML's warning of a substantial decline in its sales to China, despite strong overall earnings, signals a shift in the global semiconductor landscape. This development could create opportunities for other equipment manufacturers poised to gain market share amid evolving trade dynamics.

Published: October 15, 2025

Explore Basket
Tech Supply Chain: Could Trade Wars Create Opportunity?

Tech Supply Chain: Could Trade Wars Create Opportunity?

Recent escalations in the U.S.-China trade war, sparked by tariff threats and restrictions on rare earth materials, have sent shockwaves through the tech sector. This creates a potential investment opportunity in companies that are crucial to building a more resilient, non-Chinese technology supply chain.

Published: October 11, 2025

Explore Basket
AI Hardware Gold Rush: What's Next for Investors?

AI Hardware Gold Rush: What's Next for Investors?

Foxconn's impressive 11% revenue growth, fueled by a 55% surge in AI server sales, highlights a massive investment wave in artificial intelligence. This trend creates a significant opportunity for companies that provide the critical components and infrastructure powering the AI boom.

Published: October 6, 2025

Explore Basket
AI Hardware Stocks | Essential Computing Components

AI Hardware Stocks | Essential Computing Components

This theme focuses on the essential hardware companies powering the artificial intelligence revolution. It includes manufacturers of semiconductors, data center components, and specialized processing units crucial for AI development and deployment.

Published: September 28, 2025

Explore Basket
AI Data Center Stocks: Infrastructure Buildout 2025

AI Data Center Stocks: Infrastructure Buildout 2025

Microsoft's $4 billion investment in a new Wisconsin data center highlights the massive infrastructure buildout required for artificial intelligence. This creates a significant opportunity for companies that supply the essential components for these advanced facilities, from semiconductors to cooling and power systems.

Published: September 19, 2025

Explore Basket
US Semiconductor Theme (Tariff Opportunity) Gains Focus

US Semiconductor Theme (Tariff Opportunity) Gains Focus

The Trump administration has announced significant tariffs on semiconductor imports to encourage domestic production. This policy shift creates a potential tailwind for U.S.-based chip manufacturers and companies within the domestic supply chain.

Published: September 5, 2025

Explore Basket
China Semiconductor Stocks Positioned for Opportunity 2025

China Semiconductor Stocks Positioned for Opportunity 2025

The U.S. has revoked TSMC's fast-track export license for its factory in Nanjing, China, creating operational hurdles. This move could shift demand to local Chinese semiconductor manufacturers, creating a potential investment opportunity in China's domestic chip industry.

Published: September 3, 2025

Explore Basket
China's Semiconductor Ascent

China's Semiconductor Ascent

Nvidia is currently in discussions with the U.S. government to sell less powerful AI chips to China due to ongoing export restrictions. This sustained trade tension creates a significant opening for domestic Chinese semiconductor companies to capture market share and accelerate their growth.

Published: August 29, 2025

Explore Basket
America's Semiconductor Resurgence

America's Semiconductor Resurgence

Intel has secured $5.7 billion in government funding under the CHIPS Act, a move aimed at bolstering U.S. semiconductor manufacturing. This investment signals a broader push to onshore critical technology production, creating a favorable environment for companies across the domestic semiconductor supply chain.

Published: August 29, 2025

Explore Basket
The AI Data Center Build-Out

The AI Data Center Build-Out

Dell's impressive financial outlook, driven by a boom in AI server sales, signals a massive investment wave in AI infrastructure. This theme focuses on the key hardware and component suppliers that are essential to building out the next generation of data centers.

Published: August 29, 2025

Explore Basket
Semiconductor Sanctions: The Digital Tax Trade War

Semiconductor Sanctions: The Digital Tax Trade War

In response to digital taxes on U.S. tech giants, the White House has threatened major tariffs and semiconductor export bans on offending nations. This protectionist stance could create a favorable environment for domestic technology producers and companies in countries not subject to these new trade barriers.

Published: August 26, 2025

Explore Basket
America's Bet On Domestic Chips

America's Bet On Domestic Chips

The U.S. government has taken a $10 billion, 10% stake in Intel to bolster domestic chip production. This strategic investment highlights a broader push to strengthen the American semiconductor supply chain, creating opportunities for related companies in the sector.

Published: August 25, 2025

Explore Basket
America's Chip Sovereignty

America's Chip Sovereignty

The U.S. government has acquired a 10% stake in Intel, signaling a strategic investment to bolster domestic chip manufacturing. This move creates an opportunity for other American semiconductor firms and suppliers that stand to gain from increased government support for the industry.

Published: August 24, 2025

Explore Basket
Semiconductor Sovereignty: America's Chip Bet

Semiconductor Sovereignty: America's Chip Bet

The U.S. government's acquisition of a stake in Intel signals a new era of public-private partnership to secure the domestic chip supply chain. This move could create opportunities for other semiconductor companies and their suppliers benefiting from national security-focused industrial policy.

Published: August 23, 2025

Explore Basket
China AI Chip Market: 18 Stocks Facing 2025 Shifts

China AI Chip Market: 18 Stocks Facing 2025 Shifts

Nvidia is developing a new, compliant AI chip specifically for the Chinese market to navigate U.S. export regulations. This theme identifies other semiconductor companies that could benefit by tailoring their technology for specific geopolitical markets.

Published: August 21, 2025

Explore Basket
Nvidia's China Chip Pivot

Nvidia's China Chip Pivot

Nvidia is developing a new, compliant AI chip for China, aiming to recapture market share lost to U.S. export controls. This strategic pivot creates a ripple effect, potentially benefiting the entire semiconductor supply chain that supports the production and deployment of this advanced hardware.

Published: August 20, 2025

Explore Basket
Semiconductor Surge: Capitalizing on Strategic Chip Investments

Semiconductor Surge: Capitalizing on Strategic Chip Investments

SoftBank's $2 billion investment in Intel provides a major boost to the U.S. semiconductor giant as it restructures its operations. This strategic deal highlights a broader opportunity in companies that support domestic chip manufacturing and the advanced technology supply chain.

Published: August 19, 2025

Explore Basket
Private Equity's Auto Tech Takeover

Private Equity's Auto Tech Takeover

Private equity firm Advent International's $1.3 billion acquisition of U-Blox highlights a growing trend of investment in specialized automotive technology. This theme focuses on other publicly-traded semiconductor companies that provide critical positioning and connectivity hardware for the expanding autonomous vehicle and IoT markets.

Published: August 18, 2025

Explore Basket
Uncle Sam's Semiconductor Stake

Uncle Sam's Semiconductor Stake

The U.S. government is considering an equity stake in Intel to boost domestic semiconductor manufacturing. This strategic move could create a ripple effect, benefiting other American companies involved in the chip-making industry.

Published: August 17, 2025

Explore Basket
American Chipmakers: A Tariff-Driven Shift

American Chipmakers: A Tariff-Driven Shift

President Trump has threatened to impose tariffs of up to 300% on semiconductors to boost domestic production. This creates a potential investment opportunity in U.S.-based semiconductor companies that stand to gain from a shift toward onshore manufacturing.

Published: August 17, 2025

Explore Basket
The Great American Chip Reshoring

The Great American Chip Reshoring

President Trump's proposal to impose tariffs of up to 300% on imported semiconductors aims to force a shift in global manufacturing. This creates a potential investment opportunity in U.S.-based semiconductor companies and their suppliers, who are positioned to gain from the drive to onshore production.

Published: August 16, 2025

Explore Basket
U.S. Government Backs Domestic Chipmakers

U.S. Government Backs Domestic Chipmakers

The U.S. government is considering taking an equity stake in Intel to support its domestic chip manufacturing, causing the stock to rise. This move highlights a broader push to strengthen the U.S. semiconductor industry, creating potential opportunities for other companies in the domestic supply chain.

Published: August 15, 2025

Explore Basket
Semiconductors Beyond The Sanctions

Semiconductors Beyond The Sanctions

Recent U.S. government restrictions on AI chip exports to China are reshaping the semiconductor landscape for companies like Nvidia and AMD. This creates a potential opening for investment in semiconductor firms that are less exposed to the escalating U.S.-China tech rivalry.

Published: August 13, 2025

Explore Basket
America's Chip Advantage: Onshoring The Supply Chain

America's Chip Advantage: Onshoring The Supply Chain

President Trump's plan to impose a 100% tariff on imported semiconductors aims to bolster domestic manufacturing by making foreign-made chips significantly more expensive. This creates an investment opportunity in U.S.-based semiconductor companies and their suppliers, who are positioned to benefit from reduced foreign competition and increased domestic investment.

Published: August 7, 2025

Explore Basket
America's Chip Moat: Navigating Export Controls

America's Chip Moat: Navigating Export Controls

The recent arrest of two individuals for illegally exporting high-end Nvidia AI chips to China highlights the U.S. government's crackdown on technology transfers. This intensified enforcement of export controls could benefit U.S.-based semiconductor companies and those involved in securing the domestic supply chain.

Published: August 6, 2025

Explore Basket
Beyond The Blue: Capitalizing On Intel's Pivot

Beyond The Blue: Capitalizing On Intel's Pivot

Intel is undergoing a major restructuring, including significant workforce reductions and canceling new factory plans to improve its financial health. This strategic pivot could benefit competing semiconductor manufacturers and foundry services who may capture the market share and manufacturing contracts that Intel is forgoing.

Published: July 27, 2025

Explore Basket
Chip Market Realignment: Beyond Intel's Retreat

Chip Market Realignment: Beyond Intel's Retreat

Intel is undergoing a massive restructuring, cutting its workforce and halting the construction of new chip factories. This strategic retreat opens the door for competitors and equipment suppliers to gain market share and fill the void left by a key industry player.

Published: July 26, 2025

Explore Basket
Market Divergence: Riding The Tech Rally

Market Divergence: Riding The Tech Rally

The stock market is showing a clear divide, with tech indices hitting record highs while industrials falter. This theme focuses on the technology companies and their key suppliers that are benefiting from the market's increasing reliance on AI and digital innovation.

Published: July 25, 2025

Explore Basket
Chipmakers Capitalizing On Intel's Pivot

Chipmakers Capitalizing On Intel's Pivot

Intel is undergoing a major restructuring, including significant layoffs and scaling back investments in new chip factories. This strategic pivot could create opportunities for its competitors to capture market share and expand their own manufacturing capabilities.

Published: July 25, 2025

Explore Basket
AI Supply Chain Resilience Amid Executive Profit-Taking

AI Supply Chain Resilience Amid Executive Profit-Taking

Discover a carefully selected group of stocks powering the AI revolution. Our professional analysts have identified companies across the entire AI supply chain that continue to show strength, even as top executives cash in on their success.

Published: July 21, 2025

Explore Basket
China's AI Ambitions

China's AI Ambitions

This carefully selected group of stocks represents companies positioned to benefit from China's massive push for AI leadership. Professional analysts have identified these tech innovators and semiconductor suppliers as key players in China's rapidly expanding AI ecosystem.

Published: July 14, 2025

Explore Basket
AI's Foundry Foundation

AI's Foundry Foundation

This carefully curated group of stocks represents the essential companies building the hardware backbone of the AI revolution. Selected by professional analysts, these stocks include the critical semiconductor manufacturers, equipment suppliers, and design software firms that make advanced AI chips possible.

Published: July 11, 2025

Explore Basket
Tech Titans' Triumph

Tech Titans' Triumph

Ride the wave of tech giants' success with this carefully selected group of stocks. These companies are vital suppliers to industry leaders like Apple, Nvidia, and Tesla, handpicked by our expert analysts to help you capitalize on the tech sector's powerful momentum.

Published: July 3, 2025

Explore Basket
Intel's Foundry Pivot: Winners from a Strategic Shift

Intel's Foundry Pivot: Winners from a Strategic Shift

This carefully selected group of stocks represents companies positioned to benefit from Intel's potential retreat from advanced chipmaking for external customers. Professional analysts have identified these opportunities as Intel's pivot reinforces TSMC's dominance and reshapes the semiconductor landscape.

Published: July 3, 2025

Explore Basket
Digital World's Skeleton

Digital World's Skeleton

Behind every smartphone, AI system, and data center lies a foundation of essential materials. This collection features companies producing the critical components that make our digital world possible. Carefully selected by our analysts, these stocks represent the building blocks of modern technology.

Published: June 17, 2025

Explore Basket

Why You’ll Want to Watch This Stock

πŸ“ˆ

Revenue drivers

Electrification, power management and RF complexity can support demand, though semiconductor cycles and order timing may cause variability.

🌍

Market position

A niche foundry with speciality analogue capabilities β€” this differentiates it from large pure‑play fabs but invites competition and scale pressures.

⚑

Technology focus

Strengths in mixed‑signal and power processes underpin customer demand, but ongoing investment is needed to stay competitive and manage execution risk.

Why invest with Nemo?

Nemo Logo Fade
πŸ†“

Zero Commission

Trade stocks, ETFs, and more with zero commission. Keep more of your returns.

πŸ”’

Trusted & Regulated

Part of Exinity Group 2015, serving over a million customers globally.

πŸ’°

6% Interest on Cash

Earn 6% AER on uninvested cash with daily interest payments.

Discover More Opportunities

NVDA

NVIDIA Corporation

Nvidia is a technology company that designs and manufactures high-performance computer graphics chips and gaming systems.

AVGO

Broadcom Inc.

Designs, develops, and supplies semiconductor and infrastructure software solutions for a range of applications

TSM

Taiwan Semiconductor Manufacturing Co.

Taiwan Semiconductor Manufacturing Co Ltd is a Taiwan-based company mainly engaged in the provision of integrated circuit manufacturing services. The integrated circuit manufacturing services include process technology, special process technology, design ecosystem support, mask technology, 3DFabricTM advanced packaging and silicon stacking technology services. The Company has completed the transfer and mass production of 5nm technology, and is engaged in the research and development of 3nm process technology and 2nm process technology. The product application range covers the entire electronic application industry, including personal computers and peripheral products, information application products, wired and wireless communication system products, servers and data centers.

Frequently asked questions