FormFactor

FORMsupplier

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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产品与营收

产品营收占比

营收构成 ($749M)

静态数据（加载实时财务…）

Probe Cards (84%)

Systems (16%)

业务板块构成与主要客户

产品详情

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.

供应链关系

主要客户

tsm

Leading-edge logic probe cards

影响: critical

DRAM/HBM probe cards

影响: major

samsung

Memory wafer test probes

影响: major

宏观与市场背景

반도체行业新闻

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

近期催化剂

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

AI 分析

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企业信息

总部

Livermore, California, USA

成立时间

1993

员工人数

2,300

官网

formfactor.com

行业概况 — 반도체

行业新闻