Sravan Kundojjala(@SKundojjala):Tower Semi 2Q26 - Revenue up 11% q/q and 24% y/y to $460M at 30% GM; QSep guided at $520M - SiPh story accelerates; $680M annual run-rate in 2Q26 - $1B exit SiPh run-rate in 2026 - $1.3B SiPh contracted revenue in 2027 - Target corp model of $3.6B and 45% GM; upgraded from $2.85B and 39% GM

Sravan Kundojjala

@SKundojjala

Semiconductors, Analyst @SemiAnalysis_ No investment advice. Opinions are mine only.

가입 September 2011

5.6K 팔로잉 중 22.6K 팬

Sravan Kundojjala@SKundojjala

2026.08.05 12:26

Tower Semi 2Q26 - Revenue up 11% q/q and 24% y/y to $460M at 30% GM; QSep guided at $520M - SiPh story accelerates; $680M annual run-rate in 2Q26 - $1B exit SiPh run-rate in 2026 - $1.3B SiPh contracted revenue in 2027 - Target corp model of $3.6B and 45% GM; upgraded from $2.85B and 39% GM