塔瓦半导体有限公司（NASDAQ: TSEM）报告2024财年第四季度收入同比增长10%，达到3.8719亿美元，略高于分析师共识预期的3.8713亿美元。 这家总部位于以色列的芯片代工企业调整后的每股收益为0.59美元，高于分析师共识预期的0.52美元。财报发布后，股票价格下跌。 这家公司的毛利润为8680万美元，同比增长2.9%。毛利率下降了157个基点至22.4%。营业利润为4640万美元，同比增加2.8%。 在本季度内，塔瓦半导体产生了1.01亿美元的经营现金流，并持有12.2亿美元的现金和等价物。 在2024年第四季度，公司停止了Fab1厂150mm低毛利率产品的生产，最后一次生产出货发生在2025年1月。公司已将未来战略产品的生产转移至Fab2 200mm工厂。 首席执行官拉塞尔·埃尔万格表示，公司推出了差异化的先进应用平台，2025年的增长势头得益于之前宣布的产能投资在客户测试阶段的进展。 埃尔万格补充说：“我们2025年的收入目标是同比增长，每季度收入逐季增长，下半年将加速。” 展望：塔瓦半导体预计第一季度收入为3.58亿美元，上下波动范围为5%（分析师共识为3.575亿美元）。 塔瓦半导体股票在过去12个月里上涨了62%。在1月份，Benchmark的分析师Cody Acree在DeepSeek宣布其高级语言模型后列出了推荐的超卖股票，塔瓦半导体是其中之一。该分析师指出，塔瓦半导体在射频基础设施技术（包括电放大器和AI数据中心光收发器的硅锗（SiGe）工艺）方面具有领导地位。 另外，公司的有源铜缆和可插拔光模块技术的进步使其在不断发展的AI基础设施中处于有利位置，Acree补充说。 TSEM股票价格动向：TSEM股票在周一盘前下跌4.52%，至46.44美元。 照片通过Shutterstock提供。

以上内容来自Benzinga Earnings专栏，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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