ChipsSeeking Alphaabout 4 hours ago
Tower Semiconductor: I'm Doubling Down, This Is Still A Sell
1 min read
Tower Semiconductor is rated Sell due to an extreme 85x forward P/E and unsustainable margin expansion. Growth is concentrated in silicon photonics, exposing the company to future oversupply and pricing pressure. A pending GlobalFoundries lawsuit targets core growth segments, compounding risk.
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