Tower半导体(TSEM)今日盘中大涨5.18%，引起了市场的广泛关注。
消息面上，公司近期披露的财报显示业绩加速增长，单季营收4.4亿美元（同比+14%），净利润8000万美元（同比+48%），这主要受益于AI光通信领域硅光（SiPho）及锗硅（SiGe）工艺需求爆发。同时，公司来自中国客户收入占比已达35%，国产替代订单持续转移，且下半年产能将提升3倍仍供不应求，客户已预付订金锁定产能。
此外，半导体板块整体表现强势，同行业中英特尔涨13.84%、美光科技涨11.43%，板块联动效应显著，进一步推动了Tower半导体的股价上涨。
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