Tower Semiconductor Analyst Raises Forecast On 'Aggressive AI-Levered Demand'
Tower Semiconductor Analyst Raises Forecast On 'Aggressive AI-Levered Demand'
Tower Semiconductor Ltd (NASDAQ:TSEM) tanked in trading on Thursday, after the company reported upbeat third-quarter results.
塔半导体有限公司（纳斯达克股票代码：TSEM）周四交易暴跌，此前该公司公布了乐观的第三季度业绩。
The company reported strong results and announced higher-than-expected guidance on "aggressive AI-levered demand," according to Benchmark.
根据Benchmark的数据，该公司公布了强劲的业绩，并宣布了对 “激进的人工智能需求” 的预期高于预期。
Analyst Cody Acree reiterated a Buy rating on Tower Semiconductor while raising the price target from $55 to $60.
分析师科迪·阿克里重申了对塔式半导体的买入评级，同时将目标股价从55美元上调至60美元。
The Tower Semiconductor Thesis: The company reported sales of $371 million and earnings of 57 cents per share, higher than consensus of $370 million and 53 cents per share, respectively, Acree said in the note.
塔半导体论点：Acree在报告中表示，该公司公布的销售额为3.71亿美元，每股收益为57美分，分别高于预期的3.7亿美元和每股53美分。
Check out other analyst stock ratings.
查看其他分析师股票评级。
Tower Semiconductor announced its December quarter revenues about $9 million higher than consensus on robust demand from "its broader RF (Radio Frequency) business, which includes both RF Mobile, RF SOI switches for the smartphone market, and RF Infrastructure demand for Data Center connectivity applications," the analyst stated.
该分析师表示，塔半导体宣布其12月季度收入比市场预期高出约900万美元，这要归因于 “其更广泛的射频（射频）业务的强劲需求，其中包括射频移动、智能手机市场的射频SOI交换机以及对数据中心连接应用的射频基础设施需求”。
"With solid customer demand increasing for its SiGe and SiPho products for optical transceivers servicing AI Data Center applications, Tower is undertaking a new $350 million capacity expansion initiative, where it is planning to invest in multiple existing factories to significantly increase its ability to meet rapidly increasing customer forecasts," he further wrote.
他进一步写道：“随着客户对其用于服务人工智能数据中心应用的光收发器的SiGe和SiPho产品的强劲需求不断增加，Tower正在实施一项新的3.5亿美元产能扩张计划，计划投资多家现有工厂，以显著提高其满足快速增长的客户预测的能力。”
TSEM Price Action: Shares of Tower Semiconductor had declined by 4.81% to $46.09 at the time of publication on Thursday.
TSEM 价格走势：在周四发布时，塔半导体的股价下跌了4.81％，至46.09美元。
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Photo: Shutterstock
照片：Shutterstock
