FormFactor
FORMsupplierFormFactor is the world's leading probe card maker, enabling wafer-level semiconductor testing before chip packaging — critical for HBM memory and advanced logic at TSMC and Samsung.
Products & Revenue
Product Revenue Share
Revenue Breakdown ($749M)
Static data (loading live financials…)
Segment Breakdown & Key Customers
Product Details
Advanced probe cards for wafer-level electrical testing of leading-edge logic chips (DRAM, advanced nodes).
High-performance probe cards for DDR5 and HBM memory testing at DRAM fabs.
Analytical probe stations and accessories used in R&D and failure analysis labs.
Supply Chain Relationships
Macro & Market Context
WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입
TSMC 가동률
HBM 수요 성장
WFE 시장 규모
리드타임 (장비)
Upcoming Catalysts
Latest News
AI Analysis
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Company Info
Sector Overview — 반도체
Sector NewsWFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입
TSMC 가동률
HBM 수요 성장
WFE 시장 규모
리드타임 (장비)
Key Themes
- •AI 가속기(H100/B200) 수요 공급 불균형 지속
- •Gate-All-Around 공정 전환 → 장비 교체 사이클
- •HBM3e/HBM4 양산 경쟁 — SK하이닉스·마이크론·삼성
Upcoming Catalysts
- ◆TSMC Q2 실적 (2026.04.17)
- ◆NVIDIA GB300 양산 착수 발표