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$INTC Intel's $5.4 billion acquisition of $TSEM Tower Semiconductor called off due to lack of Chinese regulatory approval
Intel CEO hopes to get China approval shortly for Tower Semi deal - report (NASDAQ:TSEM)
Earnings for the Week of May 16, 2022
$TSEM Tower Semiconductor Ltd., Intel/IFS has plans for a major acqusition of TSEM, merging the two foundries. There is a $5/10.42% upside if you buy TSEM at $48 per share.
Intel to Acquire Tower Semiconductor for $5.4 Billion
#afterhours #watchlist 02/14 $TSEM - Intel is looking to buy Tower Semi, $IPW- earnings, $RESN -Murata to acquire Resonant for $4.50 per share in cash, $SBEV -Announces Proposed Public Offering of Common Stock , $LRMR - Update on CTI-16... Also check premarket runners and low float stocks in my app!
At US$29.31, Is Tower Semiconductor Ltd. (NASDAQ:TSEM) Worth Looking At Closely?
Mentions
$AXTI, $AAIO, $TSEM out there doing the Lords work
Anyone get lucky with TSEM? up over 13% on the day.
TSEM didn't get the memo we are down
Bought $TSEM at 52 week high a couple weeks ago anit already up 14%
CAMT TSEM ONTO SITM RDW RKT My starting 6 rn
At this point pick a growth stock, wait until it has a 15% pull back and then load up. I’ve killed it with $MU, $AAIO, $TSEM, $AXTI only miss is $PATH
CPO going to eat the copper wire bros. TSEM LITE AAOI
TSEM worked with Nvidia in the past, so they'll most likely get something
LWLG had a blow off last night. Curious to see how much of a run it can sustain. MBOT has been steadily climbing and building momentum. CDXS reported a profitable quarter and EPS .15 higher than estimates with decent guidance for the year. CDXS is a biotech company that synthesizes proteins using proprietary technology. Stock is trading $1 off last October levels and $1.5 off its 52 week high. They are building a new facility so I don’t think the profitability continues all year but near term I see them making most of that back. LWLG is a data center play that just signed a partnership with TSEM. They have a proprietary polymer they claim transmits data faster and uses less energy. MBOT is my favorite. They make robot spiders that crawl up your butt and save your life and stuff.
CAMT SITM TSEM Small cap semi capital equipment, yes pls
MAG7 is trending down; only AAPL looks sweet for a short term, rest of them on a downward trajectory. 1. MU and STRL has strong uptrend. 2. LITE, BE, ASML, TSEM in buy zone. 3. GLD as a bet if things go bad.
TSEM +8% Earnings. Didn't even know lol. Sold my $10k
I threw 10k in TSEM in AH and it’s up 16% because of NVDA collab 😭
You’re not bullish enough on semi cap CAMT TSEM SITM
ALMU, OUST, LWLG, LASR, MRAM, TSEM All interesting
Youre still not bullish enough on semi capital equipment. CAMT SITM TSEM KLAC
Thanks for the write up! Their new patent filed on December 9th leads me to believe they're in the final stages of a deal with a major fab. My bet is on Tower Semi. The 300mm wafer patent signifies that they fit together perfectly. Here's my post on it that I shared on Linkedin Aeluma ’s New Patent: The Manufacturability Key to Mass-Market Silicon Photonics? When the GlobalFoundries /AMF news hit, I’ll be honest—it temporarily worried me. For a moment I thought: are they pulling ahead on scalable silicon photonics, and does that put Aeluma behind in the race? Then Aeluma ($ALMU) filed a new patent (Dec 9) aimed at volume manufacturing of compound semiconductor photonics on large-diameter, mismatched substrates—and it did the opposite of what I expected: it quelled those fears and actually strengthened my thesis. The setup: • Tower Semiconductor ($TSEM) is expanding its 300mm silicon photonics / heterogeneous integration capabilities with an eye toward CPO and data-center scale. • Aeluma is building IP around the hard part: bringing III–V-class photonics to 12-inch silicon economics with manufacturable yield. The bottleneck (still the same): Performance isn’t the constraint—scale and yield are. The question is how you get high-performance compound semiconductor photonics onto big silicon wafers without defect-driven yield collapse. My take (hypothesis): This is why I’m increasingly leaning toward a strategic partnership (not a buyout) as the “seal-the-deal” path: • Tower brings the volume manufacturing vehicle and foundry infrastructure. • Aeluma brings differentiated integration IP that could become the performance engine. And yes—this is speculation—but the cadence and positioning feels like the kind of IP groundwork you lay when commercial conversations are already serious. NDAs may already be in place; I can’t prove that, but the pattern fits what you’d expect when partners are aligning process + product roadmaps behind the scenes. What would confirm it (watch-fors): • a named or strongly implied foundry/process partner • language shifting from “evaluation” to design-in / NRE / PO • repeatable wafer-run evidence (yield, scalability) rather than just “it works” Bottom line: In silicon photonics, manufacturability is the moat. This patent reads less like academic progress and more like industrialization intent—and it reinforces why Tower looks like the most logical volume partner on the horizon. #SiliconPhotonics #Semiconductors #CoPackagedOptics #DataCenters #Aeluma #TowerSemiconductor #TechInvesting #ARVR #Mobile https://www.aeluma.com/investors/news-events/press-releases/detail/91/aeluma-files-new-patent-that-enhances-intellectual-property
Okay, but take a critical look at their moat. A quick look at the compeitition: TSMC Celestial AI Lightmatter I'm certain Intel is working on this area, likely Samsung as well. Who else? Does TSEM have an identifiable moat at all? I checked ISSCC and Hot Chips - they show up as neither presenter, nor sponsor, at these major chip conferences. This isn't a requirement, but I see the top 3 companies named there all presenting their work, plus a handful of universities, too.
Got TSEM, WAT, and IDR calls for Monday open probably all will open down as usual
i bet you listened to this dude and bought cohr and tsem too LOL . "wow you sound so knowledgeable because you said AMD is bad" . all yall clueless. YTD - AMD 15% , NVDA 6% , COHR -19% TSEM -17% looool
Betting big on TSEM and fulc, love there precious earnings and after the big drop today think people sold too soon, bought at the end of the day.
ALGM & TSEM did comparison analysis company vs industry averages and both came up under valued in their respective industry. I got a list of over 100 stocks that are under valued but so far only seen these will rerun numbers after earnings. ALGM price target of 35 current price 20 No real research done here just going off previous analysis. TSEM price target of 55 current price 40 The company manufactures specialty analog integrated circuits for semiconductor companies such as: On Semiconductor, Intel,[6] Broadcom, Panasonic, Teledyne, Samsung, Skyworks Solutions, Semtech and Vishay Siliconix.
A good stock to check out that has earnings early in November is TSEM it has companies like nvidia as customers has a partnership with COMM and it’s pretty cheap got a couple options with strike price of 55.
I'm Israeli: The Shekel has dropped in value making Israeli stocks more attractive to foreign investors. There are many dual listing or close enough companies like Teva, ORA, Brainsway, TSEM, Delek. With Hamas and Hezbollah weakened the security situation should improve. A weak economy and shekel is also great for the many many export focused companies in tech, bio, natural gas etc. Since expenses will be cheaper and income and raised capital will be more effective. I'm bearish on the Israeli economy long term due to the demographic shifts long term (poorly educated religious people have most of the kids). There is also a shitty government now full of firebrands and ultra religious folk like the finance minister (I could write a book about what a dumbass he is). For instance his economic theory is "with God's help". He bet a bottle of whiskey the yearly deficit would be much lower than it was, can't be bothered to make a yearly budget etc.
AI is a massive field. One interesting play is focusing on manufacturing since demand will likely be higher than supply for the foreseeable future. The companies that have advanced manufacturing (ASML semiconductor manufacturing) are primarily TSMC, Samsung (not traded in the US), Intel, and Micron (at a smaller scale). I have invested heavily in Intel and Micron since I think the US and Europe want western manufacturers they have more control over. Another play is arm based processors, with the focus these days being Arm and Qualcomm, I'm invested in both. I'm also invested in Nvidia, Amd, and a couple smaller chip companies which are less related like Marvell and TSEM. I am quite bullish in general on semiconductors but you have to know when to buy and what. The less risky option is going for an ETF like SOXX.
TSEM earnings. the pump is near completion. time for the dump
TSEM. Ironically, I think it will be a good play, but I was bored as fuck in my meeting just now and decided to make this work of art.
Holy moly is TSEM going to work out? Did I make a play that is going to fucking work?!
No? I said TSEM and explicitly said not TSM. They are different tickers.
TSEM (not TSM) options for earnings are actually reaaaally fucking cheap right now. Is it trading well below most analyst estimates (bottom estimate is 34 and average is 37.4). Looking at last earnings report, the CEO said the company is poised for strong growth in 2024 each quarter.
Maybe TSEM will cup and handle after that double top. Then I could make money for once.
I bought the dip. TSEM carry me to Valhalla. Or lose me $1000. That would be fine too.
I decided to buy the OTHER TSM. TSEM I'm ready to lose money on this ticker too. 4/19 34c 15x
I thought I was the only one that traded options on TSEM loll
TSEM the last semiconductor pamp
*I heard he's not even holding alittle TSEM on the side* *Ew...*
The EV transition has been so interesting to follow. Like TSEM reported yesterday, another semi company with auto exposure, and still seeing softness. Really feels like the first wave of adaptors got their cars and not sure how much demand there is for the general public. Feels like hybrid is king now. Also feels like it’s going to be a race to the bottom in terms of pricing and whoever can scale and get the best margins will end up doing well.
TSEM is up 12.5% on the day so no
> TSEM -8.37 (-20.60%) past year
no one talking about TSEM 
$TSEM, last stock to catch the semiconductor hype pump
Tower Semiconductor. (TSEM). It's a legacy 38+ NM semiconductor custom fab that's about to build Indians first 8 billion $ semiconductor factory. This will directly compete with China and likely cause tsem to be bought or partially bought be reliance, arm, or NVDA. Earnings tmrw, recommend buying and HODL.
> .waiting for results SHOP.. CISCO.. TSEM.. LSCC.. NVDA.. DKNG.. ZTS.. DBX.. TWLO.. MGM.. ROKU.. Z ..PUTS i think their earnings are like 30 mins after open???? according to goog thats what is says, hold through earnings  maybe maybe
Why is no one talking about TSEM semiconductor
TSEM has some cheap calls to hold on to
Has anyone looked at TSEM semiconductor
AMAT and TSEM are value plays . Not all semis are overvalued.
Playing merger arbitrage is a total gamble. I got seriously burned on $TSEM thinking it was a slam dunk and then China shut the deal down. Unless you have asymmetric information just believe that the market is acting rationally and walk away.
TSEM is looking good. INTC couldn't buy it but that doesn't mean we can't!
Tower semiconductor ticker is incorrect, it should be TSEM
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My boss who's always been a bit of an emotional investor last year during the peak of the market in January~ I think decided to trust this family friend financial advisor w...](/r/stocks/comments/15qpt6r/rstocks_daily_discussion_monday_aug_14_2023/jw561br/?context=5) | If you would like this roundup sent to your reddit inbox every week [send me a message with the subject 'stocks'](https://www.reddit.com/message/compose?to=subredditsummarybot&subject=stocks&message=x). Or if you want a daily roundup, [use the subject 'stocks daily'](https://www.reddit.com/message/compose?to=subredditsummarybot&subject=stocks%20daily&message=x). Or send me a chat with either stocks or stocks daily. ####Please let me know if you have suggestions to make this roundup better for /r/stocks or if there are other subreddits that you think I should post in. I can search for posts based off keywords in the title, URL and flair. And I can also find the top comments overall or in specific threads.
They can still buy from TSEM. It says AND
1. China won't approve it. 2. TSEM won't sell for current price.
Thanks, didn't see this in the news, will be watching TSEM.
Intel drops 4% when $TSEM was announced to be aquired. Intel drops 3% when merger cancelled. Intc only goes down.
> China risks having no more chips from INTC AND TSEM. Wouldn't China risk this regardless if INTC pulls out from China.
Well I think if INTC and TSEM proceeded without Chinese approval, then INTC would no longer be able to sell chips to China. So INTC just bounced out.
TSEM 9/15 32c A gamble on the deal being saved or someone else coming in 🍻
Hopefully INTC scraping the TSEM deal makes it go uppy tomorrow. It's been rough holding this company.
TSEM call options dead. I'm regarded
Also for mergers what do you think of SIMO and TSEM?
What do you guys think of SIMO and TSEM as short timeline merger arbitrage plays?
What are your thoughts on SIMO and TSEM as merger plays?
Anyone playing TSEM calls expiring this week?
Which one of you regards YOLO'd your life savings in TSEM 45c expiring next week? https://finance.yahoo.com/quote/TSEM/options?p=TSEM
Yea, better off going with TSEM as Israel is much more stable 🤐
China banning $MU chips. Retaliation for the US doing the same. Which US chip maker is next? $NVDA $AMD $AVGO $STX $SMH #TSEM [https://twitter.com/garethsoloway/status/1660420820861169666?s=46&t=6GJQ0T7zq1i1DZvZD6hRCg](https://twitter.com/garethsoloway/status/1660420820861169666?s=46&t=6GJQ0T7zq1i1DZvZD6hRCg) $NVDA to ATH after this breaking news 
Great graphic, these are exactly the ones I'm playing next week, sans TSEM. I think Royal Bank of Canada is May 25th though.
I'm a bot, *bleep*, *bloop*. Someone has linked to this thread from another place on reddit: - [/r/citadelllc] [Intel CEO hopes to get China approval shortly for Tower Semi deal - report (NASDAQ:TSEM)](https://www.reddit.com/r/CitadelLLC/comments/132sqkp/intel_ceo_hopes_to_get_china_approval_shortly_for/) *^(If you follow any of the above links, please respect the rules of reddit and don't vote in the other threads.) ^\([Info](/r/TotesMessenger) ^/ ^[Contact](/message/compose?to=/r/TotesMessenger))*
TSEM still looks like an opportunity. Intel earnings coming up might have some announcement regarding the deal so may buy a little more before that happens.
Anyone looking at tower semi conductor $TSEM with their acquisition with Intel ?
Doesnt make sense to compare a software company to a semiconductor company. You've lost the crux of the argument making that ill comparison already. Nvidia/AMD didnt increase in market cap until the resurgence of software that actually uses the HW, primarily in HPC/DC/AI. Comparing Intel's historical market cap to Nvidia and AMD's and you can see the wild swings that Intel has undergone while Nvidia and AMD look more like a launching slope. Intel has had a lot of CEO's from varying backgrounds and fair to say that from 05-18, the company was ran by CEOs without a technology background. Gelsinger is really turning it around, with utmost focus on software and semiconductor manufacturing to fuel growth. Everybody knows its no longer Intel vs AMD in the server space making chips. Intel has a leg-up in understanding this and catering their foundry services to accommodate to a wider pool of fabless chip companies. ARM, x86. RISC-V, and with acquisition of TSEM, they make sure all pieces are on the board.
TSEM lottos for next week
2 acquisition arbitrage deals with good spreads right now to park your cash in, $ATVI and $TSEM, so in case you haven’t heard of them Activision has a buyout offer all cash deal for $95 shr with Microsoft already shareholder approved, NY pension fund is suing for stupid reasons and SEC still needs to approve it huge spread, Warren Buffett is in on it and increased allocation to 9.2% after the deal was announced. $TSEM is an Israeli semi chip maker with a cash offer buy out by Intel $53 per share cash both deals probably gonna take until next summer or earlier. This is why the spreads are wide now, but as the deal gets closer to completing the spread will narrow. This is literally how Warren Buffett made his billions.
That looks like a good pick though. The key is spreading the risk during turbulent times such as these. Take a hard look at MNDY for Monday earnings. Consider SSYS, WRBY, YOU, WIX and TSEM as well
MNDY reports earnings on Monday which is my birthday and despite the massive drop they've experienced they look ripe for some puts tomorrow. Also on that list for Monday earnings announcements are SSYS, WRBY, YOU, WIX and TSEM
See: Arbitrage. Check out some other companies currently in the process of being purchased- Kohls, Atvi, TSEM. This is how these things work- the full buyout price premium for a company is never reached until the deal OFFICIALLY settles. This could be weeks, months, years. Twitter could be at 45 right now and it would still be sleighted to the downside for a variety of reasons. ATVI is a better place to park your capital, slightly under 20% appreciation guaranteed by June 2023 if the FTC doesn't cancel the deal. But notice how cautious the market is with these things. In late january, Kohls declined an offer for 61/share rightfully so, holding out for a better offer- which they just got at 68/share from Simon property group, and the shares are still under pressure. It has swung multiple times under 55 since that first buyout news hit the wire on Jan 24- gapping up whenever the headlines hit reminding the market that these deals are still on the table.
I've posted two new semiconductor arbitage play DD's: **$CCMP CMC Materials, Inc., a brief look into this semi-conductor stock with an upcoming acquisition by Entegris (ENTG)** https://www.reddit.com/r/wallstreetbetsOGs/comments/tivmcp/ccmp_cmc_materials_inc_a_brief_look_into_this/ **Conclusion/TL;DR:** I don’t want to make this DD too long like my others, so I’m going to end my research here. Overall I think this is a good play for shares. The stock price of CCMP will be somewhat tied to the $133 per share cash combined with the value of Entegris stock, which you will recieve upon completion of the deal. There is also the upcoming ex-dividend which may drive up the price of the stock. There is also the However CCMP seems to be an interesting stock on its own, so I’m interested to see how things will turn out when acquired by Entegris. I might write a part 2 with research on Entegris. If you know any more information about this stock (CCMP or Entegris) feel free to comment. **$TSEM Tower Semiconductor Ltd., Intel/IFS has plans for a major acqusition of TSEM, merging the two foundries. There is a $5/10.42% upside if you buy TSEM at $48 per share.** https://www.reddit.com/r/wallstreetbetsOGs/comments/tjffzx/tsem_tower_semiconductor_ltd_intelifs_has_plans/ **Conclusions/TL;DR:** After doing this research, I have decided to buy some shares. With a 10.42% upside, and with Intel having a long history of its acquisitions going through, I don’t really see a downside apart from the risk of regulatory approval issues. If in the event the acquisition does not go through, TSEM has extremely strong earnings and a strong global foundry business, so I would not be amiss holding shares anyway. There is a risk of the stock declining if the deal does not go through, as it is currently buoyed by this news. But from what I can see, this is a strong opportunity to get 10% gains within 12 months. And I'm personally seeing a good chance of the deal going through given it has been announced and approved by Intel and TSEM, the only thing getting in the way is regulatory approvals. Looking at Nvidia's ARM deal, this is definitely a potential issue. But as I mentioned, Intel has a strong history of successful acquistions.
Hmmmm the market cap for **TSEM** is above our minimum threshold but still pretty low. **MAYBE IT'S LEGIT THOUGH!** I'm a bot (someone get Steve Cohen on the phone stat!) and this DD for [**TSEM**] is cautiously approved. If you have suggestions for the Melvinator, then comment below or let the mods know.
Check out tower semiconductor $TSEM and recent news with Intel
I'm not sure what market you have been watching . Not everything is going down. RESN not tradable because of buy out TSEM not tradable because of buy out AA I thinned half the other day On Thursday I added BABA and ARKK because they have both gotten hit hard . I might be early but I have a very slight profit which may disappear come Monday but it's the following week that matters to me since next week I plan to begin adding a few positions . Hecla HL hiding it's own , oil doing ok I would think if I'm right that next week is a swing low that maybe the stocks that have been rising might pull back .. Wheat another rising ( ETF weat ) It has not been a bad market at all as far as I'm concerned ..
Very uninformed comment. These fabs are so called trailing edge fabs. They provide for a very different market such as automotive. However it is a market that serves several sectors that . They make regular digital chips as well. Currently they have the following fabs - 4,5x 200mm - 1,5x 300mm - 150mm fabriek The combined investment needed to build these fabs is about 12 billion. There is a shortage of 200mm capacity. Higher density is mostly detrimental for specialty processors and analogue. Additionally Intel will get more experience and knowledge to further enhance IFS. TSEM also creates PMIC's needed for e.g. DDR5.
The Positive: TSEM up 41% overnight.