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FormFactor

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FormFactor 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.

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Productos e Ingresos

Participación de Ingresos por Producto

Desglose de Ingresos ($749M)

Datos estáticos (cargando finanzas en tiempo real…)

Probe Cards (84%)
Systems (16%)

Composición de segmentos y clientes principales

Detalles del producto

Probe Cards (Foundry & Logic)54%

Advanced probe cards for wafer-level electrical testing of leading-edge logic chips (DRAM, advanced nodes).

DRAM Probe Cards30%

High-performance probe cards for DDR5 and HBM memory testing at DRAM fabs.

Engineering Systems (Cascade Microtech)16%

Analytical probe stations and accessories used in R&D and failure analysis labs.

Contexto macro y de mercado

WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입

TSMC 가동률

92%+

HBM 수요 성장

+180% YoY

WFE 시장 규모

$105B (2026E)

리드타임 (장비)

18~24개월

Próximos catalizadores

TSMC Q2 실적 (2026.04.17)NVIDIA GB300 양산 착수 발표AMAT/LRCX/KLAC 실적 시즌 (2026.05)

Últimas noticias

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Información de la Empresa

Sede Central

Livermore, California, USA

Fundación

1993

Empleados

2,300

Estado del sector반도체

Noticias del sector

WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입

TSMC 가동률

92%+

HBM 수요 성장

+180% YoY

WFE 시장 규모

$105B (2026E)

리드타임 (장비)

18~24개월

Temas clave

  • AI 가속기(H100/B200) 수요 공급 불균형 지속
  • Gate-All-Around 공정 전환 → 장비 교체 사이클
  • HBM3e/HBM4 양산 경쟁 — SK하이닉스·마이크론·삼성

Próximos catalizadores

  • TSMC Q2 실적 (2026.04.17)
  • NVIDIA GB300 양산 착수 발표