Tower半导体（TSEM）今日盘中大涨20.61%，引起了市场的广泛关注。
消息面上，公司近期宣布已签署一份价值13亿美元的长期硅光子芯片供应合同，旨在为人工智能数据中心提供高速数据传输解决方案，相关收入预计将从2027年开始兑现，并已收到客户支付的2.9亿美元预付款。同时，公司公布的第一季度财务数据显示，营收同比增长15%至4.14亿美元，调整后每股收益为0.65美元，均超出市场预期。此外，公司给出的第二季度营收指引约为4.55亿美元，大幅高于分析师的平均预测。
基本面方面，公司业绩的强劲表现主要受益于人工智能及数据中心投资热潮带动的相关芯片需求，尤其是在AI光通信领域，硅光及锗硅工艺需求爆发。行业数据显示全球光通信供需存在显著缺口，公司计划大幅提升硅光晶圆产能以满足市场需求，超七成产能已被预订，这进一步增强了投资者对公司未来增长前景的信心。
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