<h2>关键要点</h2>
<ul>
<li>塔半导体在四月份与人工智能芯片股票一起上涨。</li>
<li>塔被视为硅光子学的领导者，这推动了其他与人工智能相关的股票在财报发布时的反弹。</li>
<li>公司还宣布赢得了一项为美国国防工业生产芯片的客户订单。</li>
<li>我们更看好的 10 只股票 ›</li>
</ul>
<p>根据 S&amp;P Global Market Intelligence 的数据，<strong>塔半导体</strong>（NASDAQ: TSEM）在四月份上涨了 26%。</p>
<p>塔半导体是一家 “落后边缘” 或特种半导体制造公司，这意味着它并不生产世界上最先进的芯片。然而，塔通过在重要芯片类型和材料（如硅光子学）方面的知识产权来区分自己。&#34;SiPho&#34;被视为人工智能网络的未来，塔半导体的股票在过去一年中因此大幅上涨。</p>
<p><em><strong>人工智能会创造出世界上第一个万亿富翁吗？</strong> 我们的团队刚刚发布了一份关于一家鲜为人知的公司报告，该公司被称为 “不可或缺的垄断”，提供 Nvidia 和 Intel 都需要的关键技术。<strong>继续 »</strong></em></p>
<p>在四月份，塔再次上涨了 26%，即使公司没有发布具体新闻。公司提到了一项新的产品合作关系，为美国国防工业生产芯片，这可能进一步增强了塔的信誉。此外，领先芯片制造商的积极财报也可能提升了市场对塔的情绪。</p>
<h2>四月是芯片股票的辉煌月份</h2>
<p>尽管塔没有发布财报，<strong>台湾半导体制造</strong>（NYSE: TSM）和其他几家主要芯片制造商却发布了财报。整体表现优异推动了半导体行业股票的大幅上涨，这也可能帮助了塔的股票。</p>
<p>此外，塔宣布将基于其硅锗（SiGe）技术为私人芯片制造商 Axiro Semiconductor 生产高性能雷达波束形成芯片。这些芯片专为美国国防工业设计，将在塔位于美国的制造厂生产。值得注意的是，塔在美国、日本、以色列和意大利都有制造厂。</p>
<p>塔的股票在月初也处于相对低位，因为三月份的抛售在 3 月 30 日左右触底，随后在 4 月 8 日宣布伊朗与美国停火。此外，在 3 月 26 日，竞争对手铸造厂 <strong>格芯</strong>（NASDAQ: GFS）因涉及 11 项专利的专利侵权起诉塔。塔对此回应称 “坚决否认格芯提出的指控，并将积极捍卫其知识产权和技术领导地位。” 然而，法律上的争执在三月底导致了小幅抛售。</p>
<p>然而，投资者似乎并不太担心这起诉讼，因为塔在随后的一个月中强劲反弹。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9lZGl0b3JpYWwvaW1hZ2VzLzg2OTMwNC9nZXR0eWltYWdlcy0xOTYwOTg2NDAwLmpwZyZ3PTcwMA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9lZGl0b3JpYWwvaW1hZ2VzLzg2OTMwNC9nZXR0eWltYWdlcy0xOTYwOTg2NDAwLmpwZyZ3PTcwMA"/></p>
<p>图片来源：Getty Images。</p>
<h2>只要人工智能持续，塔的势头可能会继续</h2>
<p>塔的股票在过去一年中飙升了 486%，目前的交易价格是今年盈利预期的 71.3 倍。虽然今天购买可能有点贵，但塔在生产硅光子学方面的领导地位应该能在中期内保持其收入和利润增长的势头。尽管这只股票在许多投资者的人工智能股票名单中并不高，但在任何投资者今天可能考虑的 “人工智能组合” 中，它绝对值得包括。</p>
<h2>你现在应该购买塔半导体的股票吗？</h2>
<p>在你购买塔半导体的股票之前，请考虑以下几点：</p>
<p><em>Motley Fool Stock Advisor</em> 分析团队刚刚确定了他们认为的 <strong>10 只最佳股票</strong> 供投资者现在购买……而塔半导体并不在其中。入选的 10 只股票在未来几年可能会产生巨额回报。</p>
<p>考虑一下 <strong>Netflix</strong> 在 2004 年 12 月 17 日上榜时……如果你在我们推荐时投资了 1000 美元，<strong>你现在将拥有 471,827 美元</strong>！* 或者 <strong>Nvidia</strong> 在 2005 年 4 月 15 日上榜时……如果你在我们推荐时投资了 1000 美元，<strong>你现在将拥有 1,319,291 美元</strong>！*</p>
<p>现在值得注意的是，<em>Stock Advisor</em> 的总平均回报率为 986%——相比之下，标准普尔 500 指数的回报率为 207%。<strong>不要错过最新的前 10 名单，加入由个人投资者为个人投资者建立的投资社区，获取_Stock Advisor_。</strong></p>
<p><strong>查看这 10 只股票 »</strong></p>
<p><em>*Stock Advisor 的回报截至 2026 年 5 月 9 日。</em></p>
<p><em>Billy Duberstein 和/或他的客户持有台湾半导体制造的股份。Motley Fool 持有并推荐格芯和台湾半导体制造的股份。Motley Fool 有披露政策。</em></p>
<p>此处表达的观点和意见是作者的观点和意见，并不一定反映纳斯达克公司的观点。</p>

莱迪思半导体

格芯

Tower半导体

半导体 3 倍做多 - Direxion

动态半导体 ETF - Invesco

费城交易所 半导体 ETF - iShares

纳斯达克半导体 ETF - First Trust

标普半导体 ETF - SPDR

半导体 ETF - VanEck Vectors

<p>Tower Semiconductor 的股价在四月份上涨了 26%，这得益于人工智能芯片股票的反弹以及主要芯片制造商的积极财报。该公司因在硅光子学领域的领导地位而受到认可，并宣布与美国国防工业建立合作关系，生产芯片。尽管最近遭遇了 GlobalFoundries 的专利侵权诉讼，但投资者情绪依然强劲。过去一年，Tower 的股价上涨了 486%，尽管其当前的市盈率高达 71.3 倍。分析师建议考虑其他股票进行投资，因为 Tower 并未被列入最近的前 10 名股票名单</p>

<h2>Key Points</h2>
<div class="lb-trans"><h2>关键要点</h2>
</div><ul>
<li>Tower Semiconductor rose along with AI chip stocks during April.</li>
<li>Tower is seen as a leader in silicon photonics, which spurred a rally as other AI-related stocks reported earnings.</li>
<li>The company also announced a customer win to produce chips for the U.S. defense industry.</li>
<li>10 stocks we like better than Tower Semiconductor ›</li>
</ul>
<div class="lb-trans"><ul>
<li>塔半导体在四月份与人工智能芯片股票一起上涨。</li>
<li>塔被视为硅光子学的领导者，这推动了其他与人工智能相关的股票在财报发布时的反弹。</li>
<li>公司还宣布赢得了一项为美国国防工业生产芯片的客户订单。</li>
<li>我们更看好的 10 只股票 ›</li>
</ul>
</div><p>Shares of <strong>Tower Semiconductor</strong>(NASDAQ: TSEM) rallied 26% in April, according to data from S&amp;P Global Market Intelligence.</p>
<div class="lb-trans"><p>根据 S&amp;P Global Market Intelligence 的数据，<strong>塔半导体</strong>（NASDAQ: TSEM）在四月份上涨了 26%。</p>
</div><p>Tower Semiconductor is a &#34;lagging edge,&#34; or specialty semiconductor manufacturing company, which means it doesn't produce the most leading-edge chips in the world. However, Tower still differentiates itself through intellectual property in important chip types and materials, such as silicon photonics. &#34;SiPho&#34; is seen as the future of AI networking, and Tower Semi's stock has taken off over the past year as a result.</p>
<div class="lb-trans"><p>塔半导体是一家 “落后边缘” 或特种半导体制造公司，这意味着它并不生产世界上最先进的芯片。然而，塔通过在重要芯片类型和材料（如硅光子学）方面的知识产权来区分自己。&#34;SiPho&#34;被视为人工智能网络的未来，塔半导体的股票在过去一年中因此大幅上涨。</p>
</div><p><em><strong>Will AI create the world's first trillionaire?</strong> Our team just released a report on the one little-known company, called an &#34;Indispensable Monopoly&#34; providing the critical technology Nvidia and Intel both need. <strong>Continue »</strong></em></p>
<div class="lb-trans"><p><em><strong>人工智能会创造出世界上第一个万亿富翁吗？</strong> 我们的团队刚刚发布了一份关于一家鲜为人知的公司报告，该公司被称为 “不可或缺的垄断”，提供 Nvidia 和 Intel 都需要的关键技术。<strong>继续 »</strong></em></p>
</div><p>In April, Tower climbed another 26%, even with minimal company-specific news. The company noted a new product partnership to produce chips for the U.S. defense industry, which may have further strengthened Tower's bona fides. Additionally, positive earnings reports from leading chipmakers likely lifted sentiment for Tower as well.</p>
<div class="lb-trans"><p>在四月份，塔再次上涨了 26%，即使公司没有发布具体新闻。公司提到了一项新的产品合作关系，为美国国防工业生产芯片，这可能进一步增强了塔的信誉。此外，领先芯片制造商的积极财报也可能提升了市场对塔的情绪。</p>
</div><h2>April was a tremendous month for chip stocks</h2>
<div class="lb-trans"><h2>四月是芯片股票的辉煌月份</h2>
</div><p>Although Tower didnt reportearnings, <strong>Taiwan Semiconductor Manufacturing</strong>(NYSE: TSM) and several other major chipmakers did. The general outperformance spurred a big rise in stocks across the semiconductor sector, which likely helped Tower's stock, too.</p>
<div class="lb-trans"><p>尽管塔没有发布财报，<strong>台湾半导体制造</strong>（NYSE: TSM）和其他几家主要芯片制造商却发布了财报。整体表现优异推动了半导体行业股票的大幅上涨，这也可能帮助了塔的股票。</p>
</div><p>In addition, Tower announced it will produce a high-performance radar beamforming chip from private chipmaker Axiro Semiconductor, based on Tower's Silicon Germanium (SiGe) technology. The chips are designed specifically for the U.S. defense industry, and will be produced at Tower's U.S.-based fabrication plants. Of note, Tower has fabs in the U.S., Japan, Israel, and Italy.</p>
<div class="lb-trans"><p>此外，塔宣布将基于其硅锗（SiGe）技术为私人芯片制造商 Axiro Semiconductor 生产高性能雷达波束形成芯片。这些芯片专为美国国防工业设计，将在塔位于美国的制造厂生产。值得注意的是，塔在美国、日本、以色列和意大利都有制造厂。</p>
</div><p>Tower's stock was also starting from a bit of a low to begin the month, as March's sell-off bottomed around March 30, before the announcement of a ceasefire between Iran and the U.S. on April 8. Additionally, on March 26, rival foundry <strong>GlobalFoundries</strong> (NASDAQ: GFS) sued Tower for patent infringement involving 11 patents across a range of products. For its part, Tower responded to the report by saying it &#34;firmly rejects the ​allegations made by GlobalFoundries and will vigorously defend its intellectual ​property and technology leadership.&#34; Still, the legal tit-for-tat contributed to a small sell-off at the end of March.</p>
<div class="lb-trans"><p>塔的股票在月初也处于相对低位，因为三月份的抛售在 3 月 30 日左右触底，随后在 4 月 8 日宣布伊朗与美国停火。此外，在 3 月 26 日，竞争对手铸造厂 <strong>格芯</strong>（NASDAQ: GFS）因涉及 11 项专利的专利侵权起诉塔。塔对此回应称 “坚决否认格芯提出的指控，并将积极捍卫其知识产权和技术领导地位。” 然而，法律上的争执在三月底导致了小幅抛售。</p>
</div><p>Investors don't appear too worried about the lawsuit, however, given Tower's strong recovery during the subsequent month.</p>
<div class="lb-trans"><p>然而，投资者似乎并不太担心这起诉讼，因为塔在随后的一个月中强劲反弹。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9lZGl0b3JpYWwvaW1hZ2VzLzg2OTMwNC9nZXR0eWltYWdlcy0xOTYwOTg2NDAwLmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F869304%2Fgettyimages-1960986400.jpg&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>Tower's momentum could continue as long as AI does</h2>
<div class="lb-trans"><h2>只要人工智能持续，塔的势头可能会继续</h2>
</div><p>Tower's stock has soared 486% over the past year, and trades at a lofty 71.3 times this year's earnings estimates. That may be a bit expensive to buy today, but Tower's leadership position in producing silicon photonics should keep its revenue and profit growth momentum going over the medium-term. While the stock isn't high on many investors' lists of top AI stocks, it's well worth including in any &#34;AI basket&#34; investors may be considering today.</p>
<div class="lb-trans"><p>塔的股票在过去一年中飙升了 486%，目前的交易价格是今年盈利预期的 71.3 倍。虽然今天购买可能有点贵，但塔在生产硅光子学方面的领导地位应该能在中期内保持其收入和利润增长的势头。尽管这只股票在许多投资者的人工智能股票名单中并不高，但在任何投资者今天可能考虑的 “人工智能组合” 中，它绝对值得包括。</p>
</div><h2>Should you buy stock in Tower Semiconductor right now?</h2>
<div class="lb-trans"><h2>你现在应该购买塔半导体的股票吗？</h2>
</div><p>Before you buy stock in Tower Semiconductor, consider this:</p>
<div class="lb-trans"><p>在你购买塔半导体的股票之前，请考虑以下几点：</p>
</div><p>The <em>Motley Fool Stock Advisor</em> analyst team just identified what they believe are the <strong>10 best stocks</strong> for investors to buy now… and Tower Semiconductor wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.</p>
<div class="lb-trans"><p><em>Motley Fool Stock Advisor</em> 分析团队刚刚确定了他们认为的 <strong>10 只最佳股票</strong> 供投资者现在购买……而塔半导体并不在其中。入选的 10 只股票在未来几年可能会产生巨额回报。</p>
</div><p>Consider when <strong>Netflix</strong> made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, <strong>you’d have $471,827</strong>!* Or when <strong>Nvidia</strong> made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, <strong>you’d have $1,319,291</strong>!*</p>
<div class="lb-trans"><p>考虑一下 <strong>Netflix</strong> 在 2004 年 12 月 17 日上榜时……如果你在我们推荐时投资了 1000 美元，<strong>你现在将拥有 471,827 美元</strong>！* 或者 <strong>Nvidia</strong> 在 2005 年 4 月 15 日上榜时……如果你在我们推荐时投资了 1000 美元，<strong>你现在将拥有 1,319,291 美元</strong>！*</p>
</div><p>Now, it’s worth noting <em>Stock Advisor’s</em> total average return is 986% — a market-crushing outperformance compared to 207% for the S&amp;P 500. <strong>Don't miss the latest top 10 list, available with <em>Stock Advisor</em>, and join an investing community built by individual investors for individual investors.</strong></p>
<div class="lb-trans"><p>现在值得注意的是，<em>Stock Advisor</em> 的总平均回报率为 986%——相比之下，标准普尔 500 指数的回报率为 207%。<strong>不要错过最新的前 10 名单，加入由个人投资者为个人投资者建立的投资社区，获取_Stock Advisor_。</strong></p>
</div><p><strong>See the 10 stocks »</strong></p>
<div class="lb-trans"><p><strong>查看这 10 只股票 »</strong></p>
</div><p><em>*Stock Advisor returns as of May 9, 2026.</em></p>
<div class="lb-trans"><p><em>*Stock Advisor 的回报截至 2026 年 5 月 9 日。</em></p>
</div><p><em>Billy Duberstein and/or his clients have positions in Taiwan Semiconductor Manufacturing. The Motley Fool has positions in and recommends GlobalFoundries and Taiwan Semiconductor Manufacturing. The Motley Fool has a disclosure policy.</em></p>
<div class="lb-trans"><p><em>Billy Duberstein 和/或他的客户持有台湾半导体制造的股份。Motley Fool 持有并推荐格芯和台湾半导体制造的股份。Motley Fool 有披露政策。</em></p>
</div><p>The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.</p>
<div class="lb-trans"><p>此处表达的观点和意见是作者的观点和意见，并不一定反映纳斯达克公司的观点。</p>
</div>

为什么 Tower 半导体在四月份上涨