Tower Semiconductor Ltd. (NASDAQ:TSEM) is one of the tech stocks to sell right now, according to Cathie Wood. In Q3 2025, ARK Investment Management held 39,638 shares of Tower Semiconductor Ltd. (NASDAQ:TSEM) valued at $2.87 million, but by Q4 it had trimmed its stake by 31% to 27,598 shares, valued at $3.24 million.
On March 17, Tower Semiconductor Ltd. (NASDAQ:TSEM) released the latest generation of its BCD technology, designed to deliver industry-leading LDMOS performance for high-current applications.
The new platform is tailored to address the rapidly increasing power demand of artificial intelligence data centers and advanced PMIC and charger applications. The unveiling of the new solution comes as AI infrastructure experiences an unprecedented increase in power consumption. The company’s Gen3 LDMOS technology addresses these problems by enabling higher-efficiency power delivery, reducing heat generation, and improving overall system performance.
With the technology, Tower Semiconductor is poised to target Monolithic Smart Power Stage and DrMOS applications, a $2.5 billion opportunity. In addition, the company is poised to expand its role in AI infrastructure from optical interconnects to efficient AI processor power delivery by integrating its silicon photonics leadership into AI data centers.
Tower Semiconductor Ltd. (NASDAQ:TSEM) is a leading independent foundry specializing in high-value analog semiconductor solutions. It manufactures customized analog integrated circuits—including radio frequency (RF), power management, and CMOS image sensors—for over 300 customers in the automotive, industrial, medical, and consumer markets, operating manufacturing facilities in Israel, the U.S., Japan, and Italy.
While we acknowledge the potential of TSEM as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
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