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.
塔半導體有限公司（納斯達克股票代碼：TSEM）週四交易暴跌，此前該公司公佈了樂觀的第三季度業績。
The company reported strong results and announced higher-than-expected guidance on "aggressive AI-levered demand," according to Benchmark.
根據Benchmark的數據，該公司公佈了強勁的業績，並宣佈了對 「激進的人工智能需求」 的預期高於預期。
Analyst Cody Acree reiterated a Buy rating on Tower Semiconductor while raising the price target from $55 to $60.
分析師科迪·阿克里重申了對塔式半導體的買入評級，同時將目標股價從55美元上調至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.
塔半導體論點：Acree在報告中表示，該公司公佈的銷售額爲3.71億美元，每股收益爲57美分，分別高於預期的3.7億美元和每股53美分。
Check out other analyst stock ratings.
查看其他分析師股票評級。
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.
該分析師表示，塔半導體宣佈其12月季度收入比市場預期高出約900萬美元，這要歸因於 「其更廣泛的射頻（射頻）業務的強勁需求，其中包括射頻移動、智能手機市場的射頻SOI交換機以及對數據中心連接應用的射頻基礎設施需求」。
"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.
他進一步寫道：「隨着客戶對其用於服務人工智能數據中心應用的光收發器的SiGe和SiPho產品的強勁需求不斷增加，Tower正在實施一項新的3.5億美元產能擴張計劃，計劃投資多家現有工廠，以顯著提高其滿足快速增長的客戶預測的能力。」
TSEM Price Action: Shares of Tower Semiconductor had declined by 4.81% to $46.09 at the time of publication on Thursday.
TSEM 價格走勢：在週四發佈時，塔半導體的股價下跌了4.81％，至46.09美元。
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照片：Shutterstock
