Professional
[FUND LETTER] Renaissance Investment Management – International Small Cap Equity Strategy
Added to YB: 2025-12-13
Pitch date: 2025-10-17
TSEM [neutral]
Tower Semiconductor Ltd.
+57.16%
current return
Author Info
No bio for this author
Company Info
Tower Semiconductor Ltd., an independent semiconductor foundry, provides technology, development, and process platforms for integrated circuits in the United States, Japan, rest of Asia, and Europe.
Market Cap
$14.2B
Pitch Price
$75.68
Price Target
N/A
Dividend
N/A
EV/EBITDA
27.63
P/E
73.14
EV/Sales
8.68
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Renaissance Investment Management – International Small Cap Equity Strategy Portfolio Holding: Tower Semiconductor Ltd.
TSEM (holding update): Top portfolio contributor, semiconductor foundry owner (US/Israel/Japan/Italy) capitalizing on AI & data center demand by increasing Silicon Photonics & Silicon Germanium capacity to meet high demand growth.
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