Tower Semiconductor Reports Third Quarter Record Results, Providing Record Fourth Quarter Guidance Resulting in 2026 $2 Billion Annual Revenue
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This report is about semiconductors.
Directly affected
- TSEM Tower Semiconductor-34.4% 30d
Named in this report.
Indirectly affected
- SMH VanEck Semiconductor ETF-16.4% 30d
VanEck Semiconductor ETF: it holds chipmakers. Linked by “semiconductor” (semiconductors) in this story.
- SOXX iShares Semiconductor ETF-20.8% 30d
iShares Semiconductor ETF: it holds chipmakers. Linked by “semiconductor” (semiconductors) in this story.
- TSM Taiwan Semiconductor Manufacturing-11.9% 30d
Taiwan Semiconductor Manufacturing (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-0.1% 17d
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-11.7% 30d
Nvidia (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story.
- AVGO Broadcom-11.6% 30d
Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) 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% | -4.36% | 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% | -0.43% | after close | after close |
| TSM | +4.53% | +8.29% | base | -1.81% | +0.07% | 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% | +1.72% | after close | after close |
| AVGO | +0.96% | +7.89% | base | -1.15% | +2.04% | after close | after close |
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.
Tower Semiconductor Reports Third Quarter Record Results, Providing Record Fourth Quarter Guidance Resulting in 2026 $2 Billion Annual Revenue Yahoo Finance
Source: Yahoo Finance
Vaneck Etf Trust (SMH) compared with technology stocks (XLK) since 2 Nov 2026
| 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) | the next day | +2.04% | still updating |
| 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) | the next day | +1.72% | still updating |
| Nvidia (NVDA) | three days earlier | +5.17% | final price |
| Nvidia (NVDA) | five days earlier | +5.49% | 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) | the next day | -0.43% | still updating |
| 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 | the next day | -4.36% | still updating |
| 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) | the next day | +0.07% | still updating |
| 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. 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.
- 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. John J McGuire III sold Broadcom (AVGO) (held by a spouse), worth $1,001 - $15,000 on 24 Sep 2026. That is 39 days before publication. Filed 1 Nov 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.
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).
Who collects and who pays in semiconductors
Companies carried with this story
- SMH Vaneck Etf Trust
For “Tower Semiconductor Reports Third Quarter Record Results, Providing Record Fourth Quarter Guidance Resulting in 2026 $2 Billion Annual Revenue,” 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
Ishares Tr (SOXX) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “Tower Semiconductor Reports Third Quarter Record Results, Providing Record Fourth Quarter Guidance Resulting in 2026 $2 Billion Annual Revenue.” 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 Reports Third Quarter Record Results, Providing Record Fourth Quarter Guidance Resulting in 2026 $2 Billion Annual Revenue.” 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 Reports Third Quarter Record Results, Providing Record Fourth Quarter Guidance Resulting in 2026 $2 Billion Annual Revenue,” 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
Asml Holding (ASML) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “Tower Semiconductor Reports Third Quarter Record Results, Providing Record Fourth Quarter Guidance Resulting in 2026 $2 Billion Annual Revenue.” 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 Reports Third Quarter Record Results, Providing Record Fourth Quarter Guidance Resulting in 2026 $2 Billion Annual Revenue,” 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
Vaneck Etf Trust (SMH) and the semiconductors link
The 2 Nov 2026 story “Tower Semiconductor Reports Third Quarter Record Results, Providing Record Fourth Quarter Guidance Resulting in 2026 $2 Billion Annual Revenue” names Vaneck Etf Trust (SMH) because of Semiconductors.
Vaneck Etf Trust (SMH) is on the page because VanEck Semiconductor ETF: it holds chipmakers. Linked by “semiconductor” (semiconductors) in this story
Also listed, Ishares Tr (SOXX): 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 506.51 and 639.33 across 20 sessions. The latest close on file is 508.07. SOXX traded between 452.10 and 596.35 across 20 sessions. The latest close on file is 453.73. TSM traded between 398.31 and 485.93 across 20 sessions. The latest close on file is 398.55.
How solid the semiconductors case looks
46 out of 100Price not final
“Tower Semiconductor Reports Third Quarter Record Results, Providing Record Fourth Quarter Guidance Resulting in 2026 $2 Billion Annual Revenue” scores 46 out of 100. The score uses 1 sources, and 6 linked companies. The price is not final yet.