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6-K ·Filed Aug 11, 2026

TSEM

TOWER SEMICONDUCTOR LTD
NEUTRAL
Impact 4/10
Horizonmonths Processed2mo ago SEC0001178913-26-004009
Notable filing: 6-K
Actionable Insight • Neutral

This is a routine ecosystem expansion announcement with no immediate financial impact. Monitor for future customer design wins or revenue contributions from the PH18DA platform, but no near-term trading catalyst is present.

DirectionNeutral
Confidencehigh
Horizonmonths
Latest settled — T+20d
TSEM ▼ -13.23% at T+20d
NEUTRAL call -13.23% · α vs SPY -12.17% · entry $249.58 → $216.57
Next anchor: T+60d in 8d
Latest observation: T+52 +3.24% FF3 residual α
Entry = T+0 close
Aug 11, 2026
via day close
T+1d
+4.30%
call +4.30% · α +4.05%
$260.31
settled 3mo ago
T+5d
-3.62%
call -3.62% · α -3.21%
$240.55
settled 2mo ago
T+20d
-13.23%
call -13.23% · α -12.17%
$216.57
settled 7w ago
T+60d
Pending
in 8d

Price Chart

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Executive Summary

Tower Semiconductor announced the availability of OpenLight's photonic Process Design Kit (PDK) for its PH18DA indium phosphide (InP)-on-silicon photonics platform on Cadence's EDA tools. This collaboration aims to streamline the design and production of advanced photonic integrated circuits (PICs) for applications like AI infrastructure and optical interconnects. The announcement is a positive ecosystem development but lacks specific financial terms or near-term revenue impact, making it a routine partnership press release.

Key Facts

  • OpenLight's photonic PDK is now available on Cadence EDA tools for Tower's PH18DA platform.
  • The PH18DA platform enables monolithic integration of active photonic components like lasers and modulators.
  • The collaboration targets 400G and 1.6T laser-integrated photonic ICs for near- and co-packaged optics (NPO/CPO) solutions.
  • OpenLight recently completed a $50 million Series A-1 funding round, bringing total funding to $84 million.

Financial Impact

No financial terms or revenue projections disclosed in the filing.

Risk Factors

  • No financial details or revenue guidance provided.
  • Forward-looking statements are subject to risks and uncertainties as noted in the safe harbor.

Market Snapshot

Exchange
Nasdaq
Sector
Semiconductors & Related Devices
Analyst Consensus
82% bullish (11 analysts)

Investment Themes

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
6-K Filing (Primary)0001178913-26-004009
Document: 0001178913-26-004009-index-headers.html0001178913-26-004009
Document: 0001178913-26-004009-index.html0001178913-26-004009
Document: 0001178913-26-004009.txt0001178913-26-004009
18 reports for TSEM
Performance horizon
43% Hit rate @ T+1 3 of 7 directional calls Went positive at some point 5 of 7 best @ T+20▲ +41.90%Apr 27, 2026
Filters
Rows
Reports for TSEM — sortable, filterable
TypeNow
Oct 13, 2026
13d ago
6-K
NEUTRAL ★ 3/10
$209.16 $209.80▲ +0.31%▲ +0.02%$178.75 (−14.54%)
Oct 13, 2026
14d ago
6-K
NEUTRAL ★ 2/10
$222.20 $209.16▼ −5.87%▼ −4.79%$178.75 (−19.55%)
Oct 13, 2026
14d ago
6-K
BULLISH ★ 5/10
$222.20 $209.16▼ −5.87%▼ −4.79%$178.75 (−19.55%)
Sep 23, 2026
4w ago
6-K
NEUTRAL ★ 2/10
$230.50 $217.28▼ −5.74%▼ −5.65%$178.75 (−22.45%)
Sep 17, 2026
5w ago
6-K
NEUTRAL ★ 4/10
$219.24 $223.60▲ +1.99%▲ +2.11%$178.75 (−18.47%)
Sep 15, 2026
6w ago
6-K
NEUTRAL ★ 2/10
$195.12 $203.72▲ +4.41%▲ +4.08%$178.75 (−8.39%)
Aug 11, 2026
11w ago
6-K
NEUTRAL ★ 4/10
$249.58 $260.31▲ +4.30%▲ +4.05%$178.75 (−28.38%)
Jul 14, 2026
15w ago
6-K
BULLISH ★ 7/10
$255.49 $251.00▼ −1.76%▼ −2.15%$178.75 (−30.04%)
Jul 7, 2026
16w ago
6-K
NEUTRAL ★ 2/10
$211.93 $216.70▲ +2.25%▲ +2.56%$178.75 (−15.66%)
Jul 7, 2026
16w ago
Press Release
NEUTRAL ★ 1/10
$211.93 $216.70▲ +2.25%▲ +2.56%$178.75 (−15.66%)
Showing 10 of 18

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Report published Aug 11, 2026