Tower半导体（TSEM）在今日夜盘交易中大幅上涨7.94%，引起了投资者的广泛关注。
此次股价上涨的主要驱动力，源于其核心客户对近期市场传闻的强力辟谣。此前，市场流传关于Tower半导体Fab 9工厂1.6T硅光芯片存在良率问题的虚假信息，该传闻导致公司股价承压。公司核心客户中际旭创发布严正声明，将此定性为恶意编造、意图操纵股价的违法行为，并澄清从未在官方财报及电话会议中提及相关风险。同时，Tower半导体方面也回应表示，工艺调试是行业常态，不影响与客户的长期合作关系及扩产计划，其800G硅光芯片良率已处于较高水平，1.6T产品也在正常迭代进程中。随着压制股价的关键负面因素被证伪，市场情绪得到显著修复。
此外，公司强劲的基本面也为股价提供了有力支撑。Tower半导体获得了价值13亿美元的硅光大单，其硅光业务营收同比大幅增长了三倍，这些积极因素共同推动了市场信心的快速回暖，并反映在夜盘的强劲表现中。
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