周一盘前，Tower半导体（TSEM）股价大涨5.22%，投资者对公司最新发布的2025年第二季度财报表现出积极反应。
根据公司公告，Tower半导体第二季度营收达到3.72亿美元，同比增长6%，环比增长4%。公司毛利润为8000万美元，高于上一季度的7300万美元。这一业绩表现超出市场预期，显示出公司在当前市场环境下的增长韧性。
除了强劲的季度业绩外，Tower半导体还发布了乐观的未来展望。公司预计2025年第三季度营收将达到3.95亿美元，并计划在第四季度进一步提升4000万美元的营收。这一前瞻性指引进一步提振了投资者信心。
值得注意的是，Tower半导体正积极推进战略举措，包括改造多家工厂以增强射频基础设施产能。公司强调，受数据中心和人工智能扩张推动，射频基础设施业务的增长成为公司积极发展轨迹的关键因素。目前，Tower半导体在射频基础设施领域保持着市场领先地位。这些战略布局和市场优势，为公司未来持续增长奠定了坚实基础。
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