Tower Semiconductor Q3 Earnings Call Highlights
Published . Updated .
Tower Semiconductor (NASDAQ:TSEM) reported record third-quarter results for 2026, citing accelerating demand for silicon photonics used in AI infrastructure and data-center connectivity, along with growth across its broader analog technology portfolio. Revenue for the quarter
Directly affected
- TSEM Tower Semiconductor-28.8% 30d
Named in this report.
Indirectly affected
- SMH VanEck Semiconductor ETF-12.3% 30d
VanEck Semiconductor ETF: it holds chipmakers. Linked by “semiconductor” (semiconductors) in this story.
- SOXX iShares Semiconductor ETF-15.7% 30d
iShares Semiconductor ETF: it holds chipmakers. Linked by “semiconductor” (semiconductors) in this story.
- QQQ Invesco QQQ-2.6% 30d
Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story.
- TSM Taiwan Semiconductor Manufacturing-8.8% 30d
Taiwan Semiconductor Manufacturing (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story.
- AVGO Broadcom-10.1% 30d
Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story.
- ASML ASML Holding N.V+1.0% 18d
ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story.
- NVDA Nvidia-9.9% 30d
Nvidia (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story.
- MSFT Microsoft+4.0% 30d
Microsoft (prepackaged software): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| TSEM | +7.44% | +16.10% | base | -6.71% | after close | after close | after close |
| SMH | +3.57% | +8.65% | base | -2.83% | after close | after close | after close |
| SOXX | +4.40% | +10.71% | base | -3.76% | after close | after close | after close |
| QQQ | +3.12% | +5.08% | base | -1.30% | after close | after close | after close |
| TSM | +4.53% | +8.29% | base | -1.81% | after close | after close | after close |
| AVGO | +0.96% | +7.89% | base | -1.15% | after close | after close | after close |
| ASML | +1.58% | +6.31% | base | -2.87% | after close | after close | after close |
| NVDA | +5.49% | +5.17% | base | -1.25% | after close | after close | after close |
| MSFTNo price data for this ticker | — | — | — | — | — | — | — |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
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Tower Semiconductor Q3 Earnings Call Highlights Yahoo Finance
Source: Yahoo Finance
Vaneck Etf Trust (SMH) since “Tower Semiconductor Q3 Earnings Call Highlights,” compared with the market
| Company | When | Move | Status |
|---|---|---|---|
| Asml Holding (ASML) | that day | -2.87% | final price |
| Asml Holding (ASML) | three days earlier | +6.31% | final price |
| Asml Holding (ASML) | five days earlier | +1.58% | final price |
| Broadcom (AVGO) | that day | -1.15% | final price |
| Broadcom (AVGO) | three days earlier | +7.89% | final price |
| Broadcom (AVGO) | five days earlier | +0.96% | final price |
| Nvidia (NVDA) | that day | -1.25% | final price |
| Nvidia (NVDA) | three days earlier | +5.17% | final price |
| Nvidia (NVDA) | five days earlier | +5.49% | final price |
| QQQ | that day | -1.30% | final price |
| QQQ | three days earlier | +5.08% | final price |
| QQQ | five days earlier | +3.12% | final price |
| Vaneck Etf Trust (SMH) | that day | -2.83% | final price |
| Vaneck Etf Trust (SMH) | three days earlier | +8.65% | final price |
| Vaneck Etf Trust (SMH) | five days earlier | +3.57% | final price |
| Ishares Tr (SOXX) | that day | -3.76% | final price |
| Ishares Tr (SOXX) | three days earlier | +10.71% | final price |
| Ishares Tr (SOXX) | five days earlier | +4.40% | final price |
| TSEM | that day | -6.71% | final price |
| TSEM | three days earlier | +16.10% | final price |
| TSEM | five days earlier | +7.44% | final price |
| Taiwan Semiconductor Manufacturing (TSM) | that day | -1.81% | final price |
| Taiwan Semiconductor Manufacturing (TSM) | three days earlier | +8.29% | final price |
| Taiwan Semiconductor Manufacturing (TSM) | five days earlier | +4.53% | final price |
Congressional trades in the stocks in this story
- Rep. Michael T. McCaul bought Tower Semiconductor (TSEM) (held by a spouse), worth $50,001 - $100,000 on 7 Aug 2026. That is 87 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Cleo Fields bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 9 Oct 2026. That is 24 days before publication. Filed 22 Oct 2026. View the filing.
- Rep. Gilbert Cisneros bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 22 Sep 2026. That is 41 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Taiwan Semiconductor Manufacturing (TSM) (held by a spouse), worth $1,001 - $15,000 on 25 Aug 2026. That is 69 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Broadcom (AVGO) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 38 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Broadcom (AVGO) (held by a dependent child), worth $15,001 - $50,000 on 23 Sep 2026. That is 40 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Gilbert Cisneros sold Broadcom (AVGO), worth $1,001 - $15,000 on 16 Sep 2026. That is 47 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Kevin Hern sold Asml Holding (ASML) (jointly held), worth $15,001 - $50,000 on 23 Oct 2026. That is 10 days before publication. Filed 28 Oct 2026. View the filing.
- Rep. Michael T. McCaul bought Asml Holding (ASML) (held by a spouse), worth $50,001 - $100,000 on 7 Aug 2026. That is 87 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Pete Sessions sold Nvidia (NVDA) (held by a spouse), worth $15,001 - $50,000 on 2 Oct 2026. That is 31 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Cleo Fields bought Nvidia (NVDA), worth $1,001 - $15,000 on 1 Oct 2026. That is 32 days before publication. Filed 22 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Nvidia (NVDA) (held by a dependent child), worth $1,001 - $15,000 on 23 Sep 2026. That is 40 days before publication. Filed 7 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Companies in semiconductors around Vaneck Etf Trust (SMH)
Companies mentioned with this story
- SMH Vaneck Etf Trust
For “Tower Semiconductor Q3 Earnings Call Highlights,” Vaneck Etf Trust (SMH) is linked, with no stored direction, medium confidence. Reason on file: VanEck Semiconductor ETF: it holds chipmakers. Linked by “semiconductor” (semiconductors) in this story
- SOXX Ishares Tr
For “Tower Semiconductor Q3 Earnings Call Highlights,” Ishares Tr (SOXX) is linked, with no stored direction, medium confidence. Reason on file: iShares Semiconductor ETF: it holds chipmakers. Linked by “semiconductor” (semiconductors) in this story
- TSM Taiwan Semiconductor Manufacturing
Taiwan Semiconductor Manufacturing (TSM) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “Tower Semiconductor Q3 Earnings Call Highlights.” Reason on file: Taiwan Semiconductor Manufacturing (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story
- AVGO Broadcom
For “Tower Semiconductor Q3 Earnings Call Highlights,” Broadcom (AVGO) is linked, with no stored direction, medium confidence. Reason on file: Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story
- ASML Asml Holding
In “Tower Semiconductor Q3 Earnings Call Highlights,” Asml Holding (ASML) is linked, with no stored direction, medium confidence. Reason on file: ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story
- NVDA Nvidia
In “Tower Semiconductor Q3 Earnings Call Highlights,” Nvidia (NVDA) is linked, with no stored direction, medium confidence. Reason on file: Nvidia (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story
How semiconductors news reaches Vaneck Etf Trust (SMH)
“Tower Semiconductor Q3 Earnings Call Highlights” (2 Nov 2026) reaches Vaneck Etf Trust (SMH) through Semiconductors.
For Vaneck Etf Trust (SMH), the reason on file says VanEck Semiconductor ETF: it holds chipmakers. Linked by “semiconductor” (semiconductors) in this story
A second company, Ishares Tr (SOXX), is listed for a different reason: iShares Semiconductor ETF: it holds chipmakers. Linked by “semiconductor” (semiconductors) in this story
Dates and price levels for Vaneck Etf Trust (SMH)
SMH traded between 511.68 and 639.33 across 20 sessions. The latest close on file is 522.89. SOXX traded between 460.13 and 596.35 across 20 sessions. The latest close on file is 471.44. TSM traded between 400.14 and 487.45 across 20 sessions. The latest close on file is 405.96.
A simple score for Vaneck Etf Trust (SMH)
46 out of 100
“Tower Semiconductor Q3 Earnings Call Highlights” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.