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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Produk & Pendapatan

Pangsa Pendapatan Produk

Komposisi Pendapatan ($749M)

Data statis (memuat keuangan langsung…)

Probe Cards (84%)

Systems (16%)

Komposisi segmen dan pelanggan utama

Detail produk

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.

Hubungan Rantai Pasok

Pelanggan Utama

tsm

Leading-edge logic probe cards

Dampak: critical

DRAM/HBM probe cards

Dampak: major

samsung

Memory wafer test probes

Dampak: major

Konteks makro dan pasar

반도체Berita sektor

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

Katalis mendatang

◆TSMC Q2 실적 (2026.04.17)◆NVIDIA GB300 양산 착수 발표◆AMAT/LRCX/KLAC 실적 시즌 (2026.05)

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Info Perusahaan

Kantor Pusat

Livermore, California, USA

Didirikan

1993

Karyawan

2,300

Situs Web

formfactor.com

Gambaran umum sektor — 반도체

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