Tower Semiconductor 超出盈利预期，在关键科技行业需求强劲的情况下提振了前景。 Tower Semiconductor beats earnings estimates, boosts outlook amid strong demand in key tech sectors.

塔半导体报告了超过预期的2025年第三季度业绩,营收为3.9567亿美元,同比增长6.8%,调整后的每股收益为55美分,超过预期. Tower Semiconductor reported stronger-than-expected third-quarter 2025 results, with revenue of $395.67 million, up 6.8% year-over-year, and adjusted earnings of 55 cents per share, beating estimates. 该公司列举了电力管理、图像传感器和65nm RF移动技术方面的强劲需求,以及数据中心驱动的SiGe和SiPho光学收发机的增长。 The company cited robust demand in power management, image sensors, and 65nm RF mobile technologies, along with growth in data center-driven SiGe and SiPho optical transceivers. 尽管净收入略有下降,但业务现金流动增至1.3942亿美元,公司将2025年第四季度的收入前景提高到4.18至4.62亿美元,高于分析师的预期。 Despite a slight decline in net income, operating cash flow rose to $139.42 million, and the company raised its fourth-quarter 2025 revenue outlook to $418–$462 million, above analyst expectations. 塔计划投资3亿美元,以扩大能力,包括更新新港海滩Fab 3楼,并重新配置另外三个楼。 Tower plans to invest $300 million to expand capacity, including upgrading its Newport Beach Fab 3 and repurposing three additional fabs.