Higher Demand Lifted Tower Semiconductor Ltd. (TSEM) in Q3

1 hour ago 1

Soumya Eswaran

Wed, December 10, 2025 astatine 6:09 AM CST 2 min read

Renaissance Investment Management, an concern absorption company, released its Q3 2025 “International Small Cap Equity Strategy” capitalist letter. A transcript of the missive tin beryllium downloaded here. International equities posted their 3rd consecutive 4th of affirmative returns, maintaining a palmy inclination and heading toward their champion twelvemonth since 2017. The portfolio posted affirmative returns successful the 4th connected a comparative basis, outperforming the benchmark successful the quarter. For much accusation connected the fund’s champion picks successful 2025, delight cheque its apical 5 holdings.

In its third-quarter 2025 capitalist letter, Renaissance International Small Cap Equity Strategy highlighted stocks specified arsenic Tower Semiconductor Ltd. (NASDAQ:TSEM). Headquartered successful Migdal Haemek, Israel, Tower Semiconductor Ltd. (NASDAQ:TSEM) is an autarkic semiconductor foundry. The one-month instrumentality for Tower Semiconductor Ltd. (NASDAQ:TSEM) was 16.52%, and its shares gained 152.70% implicit the past 52 weeks. On December 09, 2025, Tower Semiconductor Ltd. (NASDAQ:TSEM) banal closed astatine $124.00 per share, with a marketplace capitalization of $13.903 billion.

Renaissance International Small Cap Equity Strategy stated the pursuing regarding Tower Semiconductor Ltd. (NASDAQ:TSEM) successful its 3rd 4th 2025 capitalist letter:

"The apical contributor to our portfolio show during the 4th was Tower Semiconductor Ltd. (NASDAQ:TSEM) (Israel), an proprietor of semiconductor foundries successful the U.S., Israel, Japan, and Italy. The company’s determination to summation capableness successful Silicon Photonics and Silicon Germanium is allowing the institution to capitalize connected the precocious request for information centers and artificial intelligence."

Tower Semiconductor Ltd. (TSEM) Demonstrates Breakthrough successful 400G Optical Connectivity for AI

Tower Semiconductor Ltd. (NASDAQ:TSEM) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 38 hedge money portfolios held Tower Semiconductor Ltd. (NASDAQ:TSEM) astatine the extremity of the 3rd quarter, up from 28 successful the erstwhile quarter. Tower Semiconductor Ltd. (NASDAQ:TSEM) reported gross of $396 cardinal successful Q3 2025, resulting successful nett net of $54 million. While we admit the imaginable of Tower Semiconductor Ltd. (NASDAQ:TSEM) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

In another article, we covered Tower Semiconductor Ltd. (NASDAQ:TSEM) and shared the database of stocks beating the marketplace with eye-popping gains. In addition, delight cheque retired our hedge money capitalist letters Q3 2025 page for much capitalist letters from hedge funds and different starring investors.