塔瓦半導體有限公司（NASDAQ: TSEM）報告2024財年第四季度收入同比增長10%，達到3.8719億美元，略高於分析師共識預期的3.8713億美元。 這家總部位於以色列的芯片代工企業調整後的每股收益爲0.59美元，高於分析師共識預期的0.52美元。財報發佈後，股票價格下跌。 這家公司的毛利潤爲8680萬美元，同比增長2.9%。毛利率下降了157個基點至22.4%。營業利潤爲4640萬美元，同比增加2.8%。 在本季度內，塔瓦半導體產生了1.01億美元的經營現金流，並持有12.2億美元的現金和等價物。 在2024年第四季度，公司停止了Fab1廠150mm低毛利率產品的生產，最後一次生產出貨發生在2025年1月。公司已將未來戰略產品的生產轉移至Fab2 200mm工廠。 首席執行官拉塞爾·埃爾萬格表示，公司推出了差異化的先進應用平臺，2025年的增長勢頭得益於之前宣佈的產能投資在客戶測試階段的進展。 埃爾萬格補充說：“我們2025年的收入目標是同比增長，每季度收入逐季增長，下半年將加速。” 展望：塔瓦半導體預計第一季度收入爲3.58億美元，上下波動範圍爲5%（分析師共識爲3.575億美元）。 塔瓦半導體股票在過去12個月裏上漲了62%。在1月份，Benchmark的分析師Cody Acree在DeepSeek宣佈其高級語言模型後列出了推薦的超賣股票，塔瓦半導體是其中之一。該分析師指出，塔瓦半導體在射頻基礎設施技術（包括電放大器和AI數據中心光收發器的硅鍺（SiGe）工藝）方面具有領導地位。 另外，公司的有源銅纜和可插拔光模塊技術的進步使其在不斷發展的AI基礎設施中處於有利位置，Acree補充說。 TSEM股票價格動向：TSEM股票在週一盤前下跌4.52%，至46.44美元。 照片通過Shutterstock提供。

以上內容來自Benzinga Earnings專欄，原文如下：

Tower Semiconductor Ltd (NASDAQ: TSEM) reported a fiscal fourth-quarter revenue growth of 10% year-on-year to $387.19 million, marginally beating the analyst consensus estimate of $387.13 million.

The Israel-based contract chipmaker’s adjusted EPS of $0.59 beat the analyst consensus estimate of $0.52. The stock price declined after the print.

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Gross profit was $86.8 million, up 2.9% Y/Y. The margin declined by 157 bps to 22.4%. Operating profit of $46.4 million increased 2.8% Y/Y.

During the quarter, the company generated $101 million in operating cash flow and held $1.22 billion in cash and equivalents.

During the fourth quarter of 2024, the company discontinued the lower margin legacy of 150mm flows in Fab1, with the last Fab-outs occurring in January 2025. It transferred the forward-looking strategic flows into the Fab2 200mm factory. 

CEO Russell Ellwanger said the company brought to market highly differentiated end application-advancing platforms, and the 2025 momentum is fueled by increasing production shipments as its previously announced capacity investments progress through the final stages of customer qualifications.

“Our 2025 revenue target is year-over-year growth, with sequential quarter-over-quarter revenue growth, and an acceleration in the second half of the year,” added Ellwanger.

Outlook: Tower Semiconductor expects first-quarter revenue of $358 million, with a 5% upward or downward range versus the $357.5 million consensus.

Tower Semiconductor stock has gained 62% in the last 12 months. In January, Benchmark’s Cody Acree named the stock among the recommended oversold names following the market rout triggered by DeepSeek’s announcement of its advanced language model. The analyst flagged Tower Semiconductor’s leadership in RF infrastructure technologies, including the Silicon Germanium (SiGe) process for electrical amplifiers and optical transceivers in AI data centers. 

Also, the company’s technological advancements in active copper cables and pluggable optical modules position it well to benefit from ongoing AI infrastructure developments, Acree added.

TSEM Price Action: TSEM stock is down 4.52% at $46.44 premarket at the last check Monday. 

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