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.
塔架半導體有限公司 (納斯達克:TSEM) 在星期四的交易中暴跌，因爲該公司報告了令人振奮的第三季度業績。
The company reported strong results and announced higher-than-expected guidance on "aggressive AI-levered demand," according to Benchmark.
根據Benchmark的報告，該公司公佈了強勁的業績，並宣佈了高於預期的指導，原因是"激進的人工智能需求。"
Analyst Cody Acree reiterated a Buy rating on Tower Semiconductor while raising the price target from $55 to $60.
分析師Cody Acree重申了對塔架半導體的買入評級，同時將目標價格從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.
塔架半導體的論點：該公司報告銷售額爲37100萬，收益爲每股57美分，高於市場共識的37000萬和每股53美分，Acree在報告中表示。
Check out other analyst stock ratings.
查看其他分析師的股票評級。
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.
塔架半導體在12月份季度的收入比市場共識高出約900萬，主要得益於來自"其更廣泛的射頻(RF)業務的強勁需求，其中包括用於智能手機市場的RF移動和RF SOI開關，以及用於數據中心連接應用的RF基礎設施需求，"分析師表示。
"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.
"由於客戶對其SiGe和SiPho產品在人工智能數據中心應用中作爲光收發器的需求不斷增加，塔架正在推進一個新的35000萬產能擴展計劃，計劃在多個現有工廠投資，以顯著增加其滿足快速增長的客戶預測的能力，" 他進一步寫道。
TSEM Price Action: Shares of Tower Semiconductor had declined by 4.81% to $46.09 at the time of publication on Thursday.
TSEM價格動態：在星期四的發佈時，塔架半導體的股票價格已下降4.81%，至46.09美元。
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Photo: Shutterstock
Photo: shutterstock
譯文內容由第三人軟體翻譯。
