Tower Semiconductor Q3 Earnings: Revenue And Profit Beat, Plans $350 Million Expansion
Tower Semiconductor Q3 Earnings: Revenue And Profit Beat, Plans $350 Million Expansion
As of September end, the company generated $125 million in operating cash flow and held $1.21 billion in cash and equivalents.Tower Semiconductor Ltd (NASDAQ: TSEM) reported a fiscal third-quarter 2024 revenue growth of 3.4% year-on-year to $370.51 million, marginally beating the analyst consensus estimate of $370.33 million.
tower半導體有限公司（NASDAQ：TSEM）報告2024財年第三季度營業收入同比增長3.4％，達到37051萬美元，略高於分析師一致預期的37033萬美元。
The Israel-based contract chipmaker's adjusted EPS of $0.57 beat the analyst consensus estimate of $0.53. The stock price gained after the print.
這家總部位於以色列的合同芯片製造商調整後的每股收益爲0.57美元，超出分析師一致預期的0.53美元。打印後股價上漲。
Gross profit was $93.06 million, up 7.1% Y/Y. The margin improved by 86 bps to 25.1%. Operating profit of $55.76 million declined 84.6% Y/Y as last year's profit included an Intel Corp (NASDAQ:INTC) merger contract termination fee of $314 million.
毛利潤爲9306萬美元，同比增長7.1％。毛利率提高了86個點子，達到25.1％。營業利潤爲5576萬美元，同比下降了84.6％，因爲去年的利潤包括英特爾公司（NASDAQ：INTC）合併合同終止費31400萬美元。
As of September end, the company generated $125 million in operating cash flow and held $1.21 billion in cash and equivalents.
截至9月底，該公司的營業現金流達12500萬美元，持有12.1億美元的現金及等值物。
The company has initiated a $350 million investment plan to boost capacity and enhance SiPho (Silicon Photonics) and SiGe (Silicon Germanium) capabilities.
該公司已啓動了一個35000萬美元的投資計劃，以增加產能並加強硅光子學（SiPho）和硅鍺（SiGe）技術能力。
This expansion involves ramping up and qualifying for a 200mm capacity at its San Antonio and Migdal Haemek sites and its 300mm facility in Uozu to meet increasing customer demand in high-growth markets.
這一擴張計劃涉及在其聖安東尼奧和米格達爾哈梅克工廠以及其位於鳥羽的300mm設施中加快推廣和驗證，以滿足高增長市場的客戶需求。
Tower Semiconductor's CEO, Russell Ellwanger, accentuated the company's consistent quarter-over-quarter revenue growth, including the outlook for Q4.
tower半導體的首席執行官拉塞爾·埃爾旺格強調了公司季度穩定的營收增長，包括第四季度的展望。
He attributed this to strong double-digit year-over-year gains across key technology platforms like advanced 300mm RF SOI, 65nm Power BCD, and next-generation Silicon Photonics and Silicon Germanium technologies.
他將這歸因於強勁的雙位數年度增幅，涵蓋了諸如先進的300毫米射頻SOI、65納米功率BCD以及下一代硅光子學和硅鍺技術等關鍵技術平台。
Ellwanger also mentioned the rising demand for SiGe and SiPho, prompting investments in multiple factories to expand capacity. This strategic move aims to maintain Tower's leadership in providing essential components for AI-driven data center markets, particularly optical transceivers.
Ellwanger還提到了對SiGe和SiPho日益增長的需求，促使投資於多個工廠以擴大產能。這一戰略舉措旨在保持Tower在爲以人工智能驅動的idc概念市場提供基本元件方面的領先地位，尤其是光纖收發器。
Outlook: Tower Semiconductor expects fourth-quarter revenue of $387 million, with a 5% upward or downward range versus the $379.23 million consensus.
展望：tower半導體預計第四季度營業收入爲$38700萬，與$37923萬的共識相比上下波動5%。
Tower Semiconductor stock surged over 42% year-to-date.
tower半導體股價年內大漲逾42%。
TSEM Price Action: TSEM stock is up 8.70% at $46.85 premarket at the last check Wednesday.
TSEm股價走勢：TSEm股價上漲8.70%，報46.85美元，最後查看時間爲週三盤前。
Photo via Wikimedia Commons
照片通過Wikimedia Commons
譯文內容由第三人軟體翻譯。
