Tower Semiconductor Ltd. has published the transcript of its Fourth Quarter and Full Year 2025 earnings conference call, held on February 11, 2026. The event was attended by key company executives including the Chief Executive Officer, Chief Financial Officer, and Senior Vice President of Human Resources, as well as several financial analysts. During the call, management discussed the company’s financial results for Q4 and the full year 2025, prepared in accordance with U.S. GAAP. They also addressed forward-looking statements and the associated risks and uncertainties, referring participants to relevant SEC and Israeli Securities Authority filings. A significant topic covered was Tower Semiconductor’s recent announcement of increased collaboration with NVIDIA. In response to an analyst’s question, the CEO clarified the company’s role, stating, “The part of our role in the module is the output parameters of our photonics or of the TIA or of the drivers or of the -- for the pluggable or as well for the copper or optical cable.” The CEO further emphasized that the partnership centers on alignment with customer needs and supply commitments. The full transcript can be accessed through the link below.

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