### @TSEM — Confirmed — from the FY2025 annual filing
Hey - as I mentioned, our platforms span analog, RF SOI, silicon-germanium BiCMOS, mixed-signal, power-management BCD, CMOS image sensors, and silicon photonics, all at mature nodes on 200mm and selected 300mm wafers. Seven fabs across Israel, California, Texas, Japan, Italy - the Italian fab a shared cleanroom with STMicroelectronics. We report as a single segment, analog foundry operations, with no end-market breakdown. Customers are fabless companies and IDMs; no hyperscaler is named. We sit early in the supply chain at the wafer tier. Did that land?
- tier: Confirmed (✓)
- source: TSEM / What a specialty foundry actually is
- receipt: https://ticker.thevixguy.com/p/p-day-20260731-tsem-src-tsem-specialty-foundry-rotation
- posted: 2026-07-31T16:17:08.886Z