Tower Semi与AAOI同日宣布产能扩张

Two different capacity expansion announcements today across $TSEM and $AAOI.

Tower Semi, supported by the Japanese government, announced expansion of its 300mm Silicon Photonics (SiPho), Silicon Germanium (SiGe), and advanced packaging capabilities.

Targeting $1.2B net profit, and $3.6B revenue in 2028 (with a ~$28B MC, that's ~23.3 2028 forward p/e).

AAOI announced the commencement of its buildout, roughly 400,000 square feet of manufacturing to make 800g/1.6T production go brrr.

The overall expansion is also supported by the local city government in Texas. (they also $20.85M worth of subsidies from the State earlier).

This one isn't exactly as materially new as Tower, since AAOI originally announced these plans before. Just commencement of it.

Regardless, glad to see both of these companies in their Anime training arc phase as they power up.