{"asOf":"2026-09-09","companies":[{"id":"tower","name":"Tower Semiconductor","scope":"Pure-play specialty-foundry company total","sourceUrl":"https://ir.towersemi.com/node/17066/html","coverageNote":"Exact unaudited Q2 values from the later Form 6-K interim statements."}],"facts":[{"companyId":"tower","period":"2026-Q2","metric":"revenue","label":"Consolidated revenue","value":460079,"unit":"USD thousand","basis":"Consolidated US GAAP","scope":"Pure-play specialty-foundry company total","status":"actual","sourceUrl":"https://ir.towersemi.com/node/17066/html","sourceTitle":"Tower Semiconductor Q2 and H1 2026 Interim Financial Statements","page":null,"publishedAt":"2026-08-17","note":"Exact filed value; same observation as rounded US$460M release."},{"companyId":"tower","period":"2026-Q2","metric":"operating_income","label":"Operating profit","value":90290,"unit":"USD thousand","basis":"Consolidated US GAAP","scope":"Pure-play specialty-foundry company total","status":"actual","sourceUrl":"https://ir.towersemi.com/node/17066/html","sourceTitle":"Tower Semiconductor Q2 and H1 2026 Interim Financial Statements","page":null,"publishedAt":"2026-08-17","note":"Actual quarter."},{"companyId":"tower","period":"2026-Q2","metric":"net_income","label":"Net profit attributable to the company","value":90769,"unit":"USD thousand","basis":"Consolidated US GAAP; attributable to company","scope":"Pure-play specialty-foundry company total","status":"actual","sourceUrl":"https://ir.towersemi.com/node/17066/html","sourceTitle":"Tower Semiconductor Q2 and H1 2026 Interim Financial Statements","page":null,"publishedAt":"2026-08-17","note":"Actual quarter."},{"companyId":"tower","period":"2026-Q2","metric":"wafer_shipments","label":"Wafer shipments","value":null,"unit":"not separately disclosed","basis":"No comparable native shipment disclosure in cited Q2 materials","scope":"Pure-play specialty-foundry company total","status":"missing","sourceUrl":"https://ir.towersemi.com/node/17066/html","sourceTitle":"Tower Semiconductor Q2 and H1 2026 Interim Financial Statements","page":null,"publishedAt":"2026-08-17","note":"Missing is not zero."},{"companyId":"tower","period":"2026-Q2","metric":"gross_profit","label":"Gross profit","value":137772,"unit":"USD thousand","basis":"Consolidated US GAAP","scope":"Pure-play specialty-foundry company total","status":"actual","sourceUrl":"https://ir.towersemi.com/node/17066/html","sourceTitle":"Tower Semiconductor Q2 and H1 2026 Interim Financial Statements","page":"F-3","publishedAt":"2026-08-17","note":"Direct quarterly column."},{"companyId":"tower","period":"2026-Q2","metric":"eps","label":"Basic earnings per share","value":0.8,"unit":"USD per share","basis":"Basic EPS","scope":"Pure-play specialty-foundry company total","status":"actual","sourceUrl":"https://ir.towersemi.com/node/17066/html","sourceTitle":"Tower Semiconductor Q2 and H1 2026 Interim Financial Statements","page":"F-3","publishedAt":"2026-08-17","note":"Basic EPS only; diluted EPS is separately reported as US$0.79."},{"companyId":"tower","period":"2026-Q2","metric":"gross_margin","label":"Gross margin","value":29.94529200419928,"unit":"percent","basis":"Consolidated US GAAP","scope":"Pure-play specialty-foundry company total","status":"derived","sourceUrl":"https://ir.towersemi.com/node/17066/html","sourceTitle":"Tower Semiconductor Q2 and H1 2026 Interim Financial Statements","page":"F-3","publishedAt":"2026-08-17","note":"Calculated as gross_profit 137772 / revenue 460079 ×100. Native units match."},{"companyId":"tower","period":"2026-Q2","metric":"operating_margin","label":"Operating margin","value":19.624890507934506,"unit":"percent","basis":"Consolidated US GAAP","scope":"Pure-play specialty-foundry company total","status":"derived","sourceUrl":"https://ir.towersemi.com/node/17066/html","sourceTitle":"Tower Semiconductor Q2 and H1 2026 Interim Financial Statements","page":null,"publishedAt":"2026-08-17","note":"Calculated as operating_income 90290 / revenue 460079 ×100. Native units match."},{"companyId":"tower","period":"2026-Q2","metric":"net_margin","label":"Net margin attributable to company","value":19.729003062517524,"unit":"percent","basis":"Consolidated US GAAP","scope":"Pure-play specialty-foundry company total","status":"derived","sourceUrl":"https://ir.towersemi.com/node/17066/html","sourceTitle":"Tower Semiconductor Q2 and H1 2026 Interim Financial Statements","page":null,"publishedAt":"2026-08-17","note":"Calculated as net_income 90769 / revenue 460079 ×100. Native units match."}],"mix":[{"companyId":"tower","period":"2026-Q2","dimension":"platform","label":"RF infrastructure","sharePct":49,"growthQoqPct":43,"sourceUrl":"https://ir.towersemi.com/static-files/da25365d-20d1-4c75-83d9-93b39badcb42","sourceTitle":"Tower Q2 2026 earnings call","page":3,"publishedAt":"2026-08-04","note":"Issuer-reported revenue share.","status":"actual"},{"companyId":"tower","period":"2026-Q2","dimension":"platform","label":"RF mobile","sharePct":12,"growthQoqPct":null,"sourceUrl":"https://ir.towersemi.com/static-files/da25365d-20d1-4c75-83d9-93b39badcb42","sourceTitle":"Tower Q2 2026 earnings call","page":5,"publishedAt":"2026-08-04","note":"Issuer-reported revenue share.","status":"actual"},{"companyId":"tower","period":"2026-Q2","dimension":"platform","label":"Power management","sharePct":14,"growthQoqPct":null,"sourceUrl":"https://ir.towersemi.com/static-files/da25365d-20d1-4c75-83d9-93b39badcb42","sourceTitle":"Tower Q2 2026 earnings call","page":5,"publishedAt":"2026-08-04","note":"Issuer-reported revenue share.","status":"actual"},{"companyId":"tower","period":"2026-Q2","dimension":"platform","label":"Sensors / display","sharePct":12,"growthQoqPct":null,"sourceUrl":"https://ir.towersemi.com/static-files/da25365d-20d1-4c75-83d9-93b39badcb42","sourceTitle":"Tower Q2 2026 earnings call","page":6,"publishedAt":"2026-08-04","note":"Issuer-reported revenue share.","status":"actual"},{"companyId":"tower","period":"2026-Q2","dimension":"platform","label":"Other revenue (residual)","sharePct":13,"growthQoqPct":null,"sourceUrl":"https://ir.towersemi.com/static-files/da25365d-20d1-4c75-83d9-93b39badcb42","sourceTitle":"Tower Q2 2026 earnings call","page":6,"publishedAt":"2026-08-04","note":"Calculated residual: 100−49−12−14−12=13%. Not a separately disclosed business.","status":"derived"}],"estimates":{"meta":{"researchAgent":"VLSI ASTRIA","modelVersion":"astria-foundry-sensitivity-1.0","asOf":"2026-09-09","calibration":"Not statistically calibrated. Sensitivity ranges reflect explicit modelling assumptions, not confidence or prediction intervals. No validated accuracy claim.","updatePolicy":"Recalculate deterministically when input disclosures or assumptions change. No LLM call is used by page requests or exports."},"mix":[{"id":"tower-node-q226:0","companyId":"tower","period":"2026-Q2","dimension":"node","label":"SiPh / SiGe","sharePct":52,"lowPct":28.000000000000004,"highPct":76.47058823529412,"growthQoqPct":null,"evidenceClass":"estimate","researchAgent":"VLSI ASTRIA","modelVersion":"astria-foundry-sensitivity-1.0","methodId":"tower-node-q226","basis":"Consolidated wafer technology revenue; specialty platforms are not nominal node sizes","confidence":"low","note":"RF infrastructure49% anchors the dominant demand pool; cross-market technology mapping52% is a judgement bridge.","sourceIds":["tower-call"]},{"id":"tower-node-q226:1","companyId":"tower","period":"2026-Q2","dimension":"node","label":"RF SOI","sharePct":12,"lowPct":3.6231884057971016,"highPct":30.555555555555557,"growthQoqPct":null,"evidenceClass":"estimate","researchAgent":"VLSI ASTRIA","modelVersion":"astria-foundry-sensitivity-1.0","methodId":"tower-node-q226","basis":"Consolidated wafer technology revenue; specialty platforms are not nominal node sizes","confidence":"low","note":"RF mobile12% is a demand anchor; the assumed platform share need not equal end-market share.","sourceIds":["tower-call"]},{"id":"tower-node-q226:2","companyId":"tower","period":"2026-Q2","dimension":"node","label":"BCD / power","sharePct":14.000000000000002,"lowPct":5.072463768115942,"highPct":33.33333333333333,"growthQoqPct":null,"evidenceClass":"estimate","researchAgent":"VLSI ASTRIA","modelVersion":"astria-foundry-sensitivity-1.0","methodId":"tower-node-q226","basis":"Consolidated wafer technology revenue; specialty platforms are not nominal node sizes","confidence":"low","note":"Power14% is an anchor; BCD also serves other end markets.","sourceIds":["tower-call"]},{"id":"tower-node-q226:3","companyId":"tower","period":"2026-Q2","dimension":"node","label":"CMOS / sensors","sharePct":12,"lowPct":3.6231884057971016,"highPct":30.555555555555557,"growthQoqPct":null,"evidenceClass":"estimate","researchAgent":"VLSI ASTRIA","modelVersion":"astria-foundry-sensitivity-1.0","methodId":"tower-node-q226","basis":"Consolidated wafer technology revenue; specialty platforms are not nominal node sizes","confidence":"low","note":"Sensor/display12% anchors a broad CMOS assumption.","sourceIds":["tower-call"]},{"id":"tower-node-q226:4","companyId":"tower","period":"2026-Q2","dimension":"node","label":"Other platforms","sharePct":10,"lowPct":2.2058823529411766,"highPct":29.72972972972973,"growthQoqPct":null,"evidenceClass":"estimate","researchAgent":"VLSI ASTRIA","modelVersion":"astria-foundry-sensitivity-1.0","methodId":"tower-node-q226","basis":"Consolidated wafer technology revenue; specialty platforms are not nominal node sizes","confidence":"low","note":"Residual without duplicating the four named technology families.","sourceIds":["tower-call"]},{"id":"tower-wafer-diameter-q226:0","companyId":"tower","period":"2026-Q2","dimension":"wafer-diameter","label":"300mm","sharePct":40,"lowPct":20,"highPct":60,"growthQoqPct":null,"evidenceClass":"estimate","researchAgent":"VLSI ASTRIA","modelVersion":"astria-foundry-sensitivity-1.0","methodId":"tower-wafer-diameter-q226","basis":"Wafer-manufacturing revenue only; excludes non-wafer services","confidence":"low","note":"ASTRIA diameter-revenue assumption constrained only by the disclosed footprint; no equal weighting of fabs.","sourceIds":["tower-call"]},{"id":"tower-wafer-diameter-q226:1","companyId":"tower","period":"2026-Q2","dimension":"wafer-diameter","label":"200mm","sharePct":60,"lowPct":40,"highPct":80,"growthQoqPct":null,"evidenceClass":"estimate","researchAgent":"VLSI ASTRIA","modelVersion":"astria-foundry-sensitivity-1.0","methodId":"tower-wafer-diameter-q226","basis":"Wafer-manufacturing revenue only; excludes non-wafer services","confidence":"low","note":"Complementary share within the two-diameter model; all non-wafer business is excluded.","sourceIds":["tower-call"]}],"scalars":[{"id":"tower-wafer_shipments-q226","companyId":"tower","period":"2026-Q2","metric":"wafer_shipments","label":"Implied wafer shipments","value":148.75887666666668,"low":100.77920952380953,"high":209.12681818181818,"unit":"thousand 300mm-equivalent wafers","basis":"Revenue-implied output; not physical 300mm wafer counts","method":"Revenue (USD m) × 1000 × wafer-service fraction ÷ assumed USD per 300mm-equivalent wafer","inputs":{"revenueUsdMillion":{"low":460.079,"base":460.079,"high":460.079},"waferRevenueFraction":{"low":0.92,"base":0.97,"high":1},"aspUsdPer300mmEquivalent":{"low":2200,"base":3000,"high":4200}},"sourceIds":["tower-call","tower-filing"],"evidenceClass":"estimate","confidence":"low","researchAgent":"VLSI ASTRIA","modelVersion":"astria-foundry-sensitivity-1.0","limitation":"ASP and wafer-service fractions are explicit, uncalibrated assumptions. Intel transfer pricing is not an external market ASP. Revenue recognition, work in progress and yield can disconnect these implied volumes from shipments."},{"id":"tower-utilization-q226","companyId":"tower","period":"2026-Q2","metric":"utilization","label":"Capacity-weighted utilization estimate","value":85.3125,"low":77.25,"high":90.25,"unit":"percent","basis":"Assumed capacity-area weights across disclosed fab-utilization ranges","method":"300mm capacity weight × 300mm utilization + remaining weight × 200mm utilization","inputs":{"capacity300mmWeight":{"low":0.15,"base":0.25,"high":0.35},"utilization200mm":{"low":75,"base":81.25,"high":85},"utilization300mm":{"low":90,"base":97.5,"high":100}},"sourceIds":["tower-call"],"evidenceClass":"estimate","confidence":"low","researchAgent":"VLSI ASTRIA","modelVersion":"astria-foundry-sensitivity-1.0","limitation":"Fab capacity weights and the 300mm numerical range are judgement assumptions. The issuer reports individual fab utilization, not this weighted company-wide figure."}],"waferOutput":[{"companyId":"tower","period":"2026-Q2","evidenceClass":"estimate","modelVersion":"astria-foundry-sensitivity-1.0","methodId":"tower-wafer-diameter-q226","sourceIds":["tower-call"],"asp300To200":{"low":1.5,"base":2.5,"high":4},"revenue300Pct":{"low":20,"base":40,"high":60},"count300Pct":{"low":5.88235294117647,"base":21.052631578947366,"high":50},"area300Pct":{"low":12.328767123287669,"base":37.50000000000001,"high":69.23076923076923}}],"models":[{"id":"tower-node-q226","companyId":"tower","period":"2026-Q2","dimension":"node","title":"Tower technology-platform revenue estimate","basis":"Consolidated wafer technology revenue; specialty platforms are not nominal node sizes","method":"Normalize explicit analyst allocation weights; vary one category against all remaining categories to bound its share.","categories":[{"label":"SiPh / SiGe","low":35,"base":52,"high":65,"rationale":"RF infrastructure49% anchors the dominant demand pool; cross-market technology mapping52% is a judgement bridge.","sourceIds":["tower-call"]},{"label":"RF SOI","low":5,"base":12,"high":22,"rationale":"RF mobile12% is a demand anchor; the assumed platform share need not equal end-market share.","sourceIds":["tower-call"]},{"label":"BCD / power","low":7,"base":14,"high":24,"rationale":"Power14% is an anchor; BCD also serves other end markets.","sourceIds":["tower-call"]},{"label":"CMOS / sensors","low":5,"base":12,"high":22,"rationale":"Sensor/display12% anchors a broad CMOS assumption.","sourceIds":["tower-call"]},{"label":"Other platforms","low":3,"base":10,"high":22,"rationale":"Residual without duplicating the four named technology families.","sourceIds":["tower-call"]}],"limitation":"Scenario-conditioned allocation. Quantitative weights are ASTRIA judgement, not measured capacity or statistically fitted estimates. Product announcements constrain the eligible families but do not identify their shares."},{"id":"tower-wafer-diameter-q226","companyId":"tower","period":"2026-Q2","dimension":"wafer-diameter","title":"tower wafer-diameter revenue estimate","basis":"Wafer-manufacturing revenue only; excludes non-wafer services","method":"Normalize explicit analyst allocation weights; vary one category against all remaining categories to bound its share.","categories":[{"label":"300mm","low":20,"base":40,"high":60,"rationale":"ASTRIA diameter-revenue assumption constrained only by the disclosed footprint; no equal weighting of fabs.","sourceIds":["tower-call"]},{"label":"200mm","low":40,"base":60,"high":80,"rationale":"Complementary share within the two-diameter model; all non-wafer business is excluded.","sourceIds":["tower-call"]}],"limitation":"A physical count cannot be read from revenue share. The separate output-mix estimate also requires a 300mm/200mm ASP-ratio assumption. ASTRIA diameter-revenue assumption constrained only by the disclosed footprint; no equal weighting of fabs."}],"sources":[{"id":"samsung-ir","title":"Samsung Q2 2026 earnings: Foundry commentary, p7","url":"https://images.samsung.com/is/content/samsung/assets/global/ir/docs/2026_2Q_conference_eng.pdf","publishedAt":"2026-07-30","supports":"Advanced-node orders, HBM base dies, higher utilization and H2 ramp direction only; no quantitative mix."},{"id":"samsung-tf","title":"TrendForce Q2 2026 foundry survey","url":"https://www.trendforce.com/presscenter/news/20260909-13225.html","publishedAt":"2026-09-09","supports":"Samsung Foundry revenue estimate USD3.26bn. Third-party estimate, not a Samsung financial disclosure."},{"id":"intel-ir","title":"Intel Q2 2026 Form 10-Q, MD&A p31","url":"https://www.sec.gov/Archives/edgar/data/50863/000005086326000157/intc-20260627.htm","publishedAt":"2026-07-24","supports":"Segment revenue USD5765m, external revenue USD293m; higher volumes of Intel 18A/3/4. Node shares and physical wafer volumes are not disclosed."},{"id":"gf-annual","title":"GlobalFoundries FY2025 Form 20-F, pp42–43","url":"https://www.sec.gov/Archives/edgar/data/1709048/000170904826000022/gfs-20251231.htm","publishedAt":"2026-03","supports":"Approximately 2.8m annual installed wafer capacity, mixed 200/300mm footprint and production technology families. No per-node allocation."},{"id":"gf-deck","title":"GlobalFoundries Q2 2026 earnings deck, p20","url":"https://investors.gf.com/static-files/367dece5-f70e-4e66-9c9a-8e5ebde7810b","publishedAt":"2026-08-06","supports":"Q2 2026 end-market shares 36/16/19/19/11%; sum 101% due to issuer rounding. Reported, not model weights."},{"id":"gf-release","title":"GlobalFoundries Q2 2026 earnings release","url":"https://www.sec.gov/Archives/edgar/data/1709048/000170904826000218/globalfoundries2q2026earni.htm","publishedAt":"2026-08-06","supports":"625 thousand 300mm-equivalent wafers shipped. Shipments are not wafer starts."},{"id":"tower-call","title":"Tower Q2 2026 earnings call, pp3–6","url":"https://ir.towersemi.com/static-files/da25365d-20d1-4c75-83d9-93b39badcb42","publishedAt":"2026-08-04","supports":"RF infrastructure 49%, RF mobile 12%, power 14%, sensors/display 12%; 200mm utilization 80–85%, Fab5 75%, Fab7 fully utilized. Per-fab capacity weights are unknown."},{"id":"tower-filing","title":"Tower Q2 / H1 2026 interim financial statements","url":"https://ir.towersemi.com/node/17066/html","publishedAt":"2026-08-17","supports":"Current-quarter consolidated revenue USD460.079m; profit figures support calculated margins, not wafer counts."},{"id":"samsung-footprint","title":"Samsung Foundry investor presentation, 2024: manufacturing sites","url":"https://images.samsung.com/is/content/samsung/assets/global/ir/docs/Samsung_Investor_Presentation_Foundry_2024_v2.pdf","publishedAt":"2024","supports":"Identifies Line-6 as 8-inch and S1/S2 lines as 12-inch. Historical footprint evidence only; no Q2 2026 diameter revenue or capacity weights."}]},"gaps":[{"companyId":"tower","metric":"Wafer shipments, capacity weights, numeric technology and wafer-diameter mix","reason":"Q2 end-market shares and individual fab utilization are disclosed; Other revenue is a calculated residual. Technology composition, shipment volume and company-wide utilization use explicit ASTRIA assumptions.","sourceUrl":"https://ir.towersemi.com/node/17066/html"}]}