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“I'm long $TSEM, the $TSM of photonics.”
@aleabitoreddit · Serenity
Tower Semi is the dominant 1.6T silicon photonics foundry with 70%+ capacity reserved; re-rates to premium as photonics ramps.
TSEMLONG@ $317.88
$215.63-32.17%
since call Jun 22
“Foundries like $GFS and $INTC have been going brrr lately.”
@aleabitoreddit · Serenity
GlobalFoundries is the other named CPO foundry beneficiary alongside Tower Semi as silicon photonics demand accelerates.
GFSLONG@ $89.11
$49.47-44.49%
since call Jun 22
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