Tower Semiconductor
Working knowledge base on Tower Semiconductor — NASDAQ: TSEM · CIK 0000928876. Primary-sourced notes on PH18 silicon photonics, the LWLG development agreement, the Intel-deal collapse, and Tower's analog-foundry position in AI optical interconnects.
Recent EDGAR filings
12 most recent · auto-polled- 2024-12-09SC 13GSC 13G
- 2024-01-31SC 13GSC 13G
- 2024-01-09SC 13GTOWER SEMICONDUCTOR LTD.
- 2023-08-10SC 13GSC 13G
- 2023-01-26SC 13GSC 13G
- 2022-02-02SC 13GSC 13G
- 2022-01-18SC 13GSC 13G
- 2020-09-24SC 13GSC 13G
- 2020-01-28SC 13GSEC SCHEDULE 13G
- 2018-06-25SC 13GTOWER SEMICONDUCTOR LTD.
- 2018-05-17SC 13GSC 13G
- 2017-08-23SC 13GSC 13G
Executive summary
Tower Semiconductor Ltd. is an Israeli specialty-analog wafer foundry headquartered in Migdal Haemek, with fabs in Israel (Migdal Haemek 150mm + 200mm), the U.S. (Newport Beach Fab 3 200mm — from the May 2008 Tower-Jazz merger; San Antonio Fab 9 200mm — from the Feb 2016 Maxim acquisition), Italy (Agrate via the Tower-ST 300mm joint announced Jun 24 2021), Japan (Uozu + Arai through TPSCo with Nuvoton; ownership flipped 2020), and a 300mm capacity corridor inside Intel's Fab 11X (Rio Rancho, NM) under the Sep 5 2023 Foundry Services agreement. Foreign Private Issuer filing Form 20-F (annual) + 6-K (interim) — same regime as POET / GFS, not 10-K. Section 16 / Form 4 insider reporting now applies post-2026-03-18 (HFIAA repealed the FPI carve-out).
For the photonics-research scope, the load-bearing asset is PH18 — Tower's 200mm silicon-photonics process at Newport Beach Fab 3, which serves as the carrier for Lightwave Logic's electro-optic polymer under the formal development agreement signed March 11, 2026. PH18 sits opposite GlobalFoundries Fotonix (300mm monolithic 45SPCLO + 9WG) in the AI-photonics foundry-tier duopoly. The 2022-2023 $5.4B Intel acquisition collapsed in August 2023 over China antitrust clearance (Intel paid Tower a $353M reverse-termination fee), recasting Tower as a standalone listed FPI.
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