Formfactor (FORM.US) Stock Forum, Discussions & Community Posts

AI GossipSep 8 at 07:46 AM

MPI Corp., the Taiwan maker of probe cards for semiconductor testing, won Samsung Electronics as a new client for cards used with silicon photonics (Photonic IC wafers), media report, noting MPI’s top customer is TSMC. Samsung will also use probe cards from FormFactor, the US firm. Specialized probe cards are used to separate good chips from bad. They test whether optical chips can convert electrical and optical signals properly, according to design. $Formfactor(FORM.US) #MPI

Source: Dan Nystedt

Formfactor

USFORM

S

Sunrise TraderAug 12 at 04:16 PM

Took paydays off on $Formfactor(FORM.US) $Coreweave(CRWV.US) $SK Hynix(SKHY.US) $Marvell Tech(MRVL.US) some for excellent profit some for great profit. I now settle into the full swings. (all recent purchases, charts on some posted)

Source: Sunrise Trader

S

SerenityAug 6 at 01:27 AM

Funniest callout of the year from $Viavi Solutions(VIAV.US) on CPO timelines:

"Well, there's been a lot of industry talk [about delays], like, 'Oh, because the yield is going to be slower.'

That's all nonsense. CPO and all that thing is moving forward"

They stated that Yes there's always issues, but the process is being improved and things are getting better.

To follow up on that, the CEO stated:

- Viavi has POs for CPO-testing activity

- “We’re already getting [CPO revenue] this quarter, and probably in December it will start accelerating.”

On a side note, they also stated, 1.6T is "ramping very quickly", should reach parity with 800g next year, and signaled longer tail for 800g demand.

TLDR: Seeing CPO test revenues hit for $Viavi Solutions(VIAV.US) to $Formfactor(FORM.US) around now. Nvidia also stated switch-side CPO for scale out and scale across has entered mass production earlier.

As for scale up timelines, early production should be H2 2027 for some players, with other CPO players Ayar stating 2028 is the volume inflection period.

Basically, all the timelines seem to be the same as before and revenue is starting to hit testing players first.

Formfactor

USFORM

A

AI GossipJul 28 at 06:27 AM

The board of Sigurd Microelectronics, the chip packaging firm, approved NT$2 billion (US$62M) more for capex this year, raising the total to NT$8.8 billion from NT$5.9 billion previously, media report. New spending will be aimed at AI chip testing equipment. $Teradyne(TER.US) $Camtek(CAMT.US) $Formfactor(FORM.US) #semiconductors

Source: Dan Nystedt

Formfactor

USFORM

E

Equity researchJul 21 at 04:41 AM

Yole Group: CPO Supply Chain

PIC design

Nvidia $NVIDIA(NVDA.US)

Broadcom $Broadcom(AVGO.US)

Marvell $Marvell Tech(MRVL.US)

Lightmatter

Celestial AI

Ayar Labs

Enosemi

ASIC & xPUs design

Nvidia $NVIDIA(NVDA.US)

Broadcom $Broadcom(AVGO.US)

Marvell $Marvell Tech(MRVL.US)

Intel $Intel(INTC.US)

AMD $AMD(AMD.US)

MediaTek $2454.TW

Laser

Lumentum $Lumentum(LITE.US)

Broadcom $Broadcom(AVGO.US)

Coherent $Coherent Corp.(COHR.US)

Sivers Semiconductors $SIVERS SEMICONDUCTORS AB(SIVEF.US)

Scintil Photonics

Scape Photonics

Quintiquent

Foundries

TSMC $Taiwan Semiconductor(TSM.US)

SilTerra - subsidiary of Dagang NeXchange $4456.Kl

NSTIC

IMEC

Leti

ITRI

GlobalFoundries $GlobalFoundries(GFS.US)

SOI wafer & Epi-wafer

Soitec $SOI.PA

Shin-Etsu Chemical $4063.T

LandMark Optoelectronics $3081.TWO

IQE $IQE.L

Shanghai Simgui Technology - subsidiary of National

Silicon Industry Group $688126.SS

Sumitomo Electric $5802.T

VPEC $2455.TW

AXT $AXT(AXTI.US)

Packaging / Assembling / Testing

ASE Holdings $Advanced Semiconductor Engineering(ASX.US)

Foxconn $2317.TW

Fabrinet $Fabrinet(FN.US)

SPIL - subsidiary of ASE Holdings $Advanced Semiconductor Engineering(ASX.US)

ShunSin Technology $6451.TW

Amkor Technology $Amkor Tech(AMKR.US)

Jabil $Jabil(JBL.US)

JCET $600584.SS

Teradyne $Teradyne(TER.US)

FormFactor $Formfactor(FORM.US)

EIC, Retimers, SerDes, PHY

Marvell Technology $Marvell Tech(MRVL.US)

Credo Technology $Credo Tech(CRDO.US)

MACOM Technology $Macom Tech(MTSI.US)

Semtech $Semtech(SMTC.US)

Alphawave Semi - part of Qualcomm $Qualcomm(QCOM.US)

Astera Labs $ALLAB

System / Equipment

Nvidia $NVIDIA(NVDA.US)

Micas Networks

Ruijie Networks $301165.SZ

Cisco Systems $Cisco(CSCO.US)

Inventec $2356.TW

Dell Technologies $Dell Tech(DELL.US)

Hewlett Packard Enterprise $Hewlett Packard Enterprise(HPE.US)

Wistron $3231.TW

Wiwynn $6669.TW

Connectors & Fibers

Molex

Samtec

Corning $Corning(GLW.US)

Yangtze Optical Fibre and Cable (YOFC) $6869.HK

US Conec

TE Connectivity $TE Connectivity(TEL.US)

Sumitomo Electric $5802.T

Hengtong Optic-Electric $600487.SS

Luxshare ICT $002475.SZ

End customers

AWS $Amazon(AMZN.US)

Microsoft Azure $Microsoft(MSFT.US)

Meta $Meta Platforms(META.US)

Tesla $Tesla(TSLA.US)

Tencent $Tencent(TCEHY.US)

ByteDance

OpenAI

xAI

Non-exhaustive list.

E

Equity researchJul 11 at 06:32 PM

IEEE: CPO Ecosystem

Silicon Photonics Manufacturers

Intel $Intel(INTC.US)

TSMC $Taiwan Semiconductor(TSM.US)

Samsung Electronics $005930.KS

GlobalFoundries $GlobalFoundries(GFS.US)

Tower Semiconductor $Tower Semicon(TSEM.US)

External laser Vendors

Lumentum $Lumentum(LITE.US)

Coherent $Coherent Corp.(COHR.US)

Intel $Intel(INTC.US)

Furukawa Electric $5801.T

Molex

Suzhou TFC Optical Communication $300394.SZ

VCSEL Manufacturers

Broadcom $Broadcom(AVGO.US)

Coherent $Coherent Corp.(COHR.US)

Lumentum $Lumentum(LITE.US)

Adtran $Adtran(ADTN.US)

Trumpf

Vertilas

Vanguard International Semiconductor $5347.TW

Substrate Suppliers

Unimicron $3037.TW

Ibiden $4062.T

Shinko Electric Industries $6967.T

AT&S $ATS(ATS.US).VI

Nanya PCB $8046.TW

Samsung Electro-Mechanics $009150.KS

uLED Manufacturers

ams-OSRAM $American Shared Hosp(AMS.US).SW

Nichia

Lumileds

Foundries + OSATs

TSMC $Taiwan Semiconductor(TSM.US)

ASE Group $Advanced Semiconductor Engineering(ASX.US)

Amkor Technology $Amkor Tech(AMKR.US)

Intel $Intel(INTC.US)

Samsung Electronics $005930.KS

GlobalFoundries $GlobalFoundries(GFS.US)

SPIL - subsidiary of ASE Group $Advanced Semiconductor Engineering(ASX.US)

IBM $IBM(IBM.US)

ODMs + OEMs

Foxconn / Hon Hai Precision Industry $2317.TW

Fabrinet $Fabrinet(FN.US)

Jabil $Jabil(JBL.US)

Glass Interposer Suppliers

Corning $Corning(GLW.US)

Intel $Intel(INTC.US)

ColorChip

Equipment/Metrology Suppliers

Keysight Technologies $Keysight Tech(KEYS.US)

FormFactor $Formfactor(FORM.US)

ficonTEC - subsidiary of RoboTechnik Intelligence Technology $300757.SZ

Yagishita Giken

Data-Pixel

Sumix

Connector/Receptacle Suppliers

US Conec

Senko Advanced Components - subsidiary of SENKO Group $9069.T

Corning $Corning(GLW.US)

Sumitomo Electric $5802.T

Furukawa Electric $5801.T

Teramount

Hakusan

Orbray

Twinstar

Fiber Suppliers

Corning $Corning(GLW.US)

Sumitomo Electric $5802.T

Fujikura $5803.T

Prysmian Group $PRY.MI

OFS - subsidiary of Furukawa Electric $5801.T

Yangtze Optial Fibre and Cable $6869.HK

P

Paradi LabMay 28 at 07:57 PM

Testing: The critical bottleneck in CPO mass production (TrendForce)

The current testing approach is manual + non-standardized.

Which creates a severe throughput bottleneck.

For Testing exposure:

-> $Formfactor(FORM.US): probe cards/systems

-> $Onto Innovation(ONTO.US): inspection + metrology

-> $Camtek(CAMT.US): inspection + metrology

-> $Keysight Tech(KEYS.US): photonic/optical test

-> $Viavi Solutions(VIAV.US): photonic/optical test

-> $Aehr Test(AEHR.US): burn-in + test

In case anyone wanted to do further research.

Names like $Teradyne(TER.US), Advantest, and Chroma ATE also fall here.

So since $Taiwan Semiconductor(TSM.US)'s COUPE targets volume production in 2026...solving the testing bottleneck is one of the key unlocks for CPO to scale.

Along with things like lasers, FAU, substrates, and advanced packaging.

Disclosure: I personally have a position in Aehr.

A

AI GossipMay 7 at 09:27 AM

$Formfactor(FORM.US) Memory Revenue

Source: Chips & Wafers

Formfactor

USFORM

M

MRIDHAMay 4 at 03:31 AM

$Semiconductor(CP00062.US). Jack

S

SerenityApr 29 at 09:47 PM

Monitoring the situation for you (testing/yields edition):

$Viavi Solutions(VIAV.US) and $Formfactor(FORM.US) earnings: Extremely Bullish

So what does this mean?

Names like $Onto Innovation(ONTO.US) / $Camtek(CAMT.US) go brr. Throw in $TOWA (6315), since there's indication of aggressive memory production ramp.

Names like Msscorps / $Keysight Tech(KEYS.US) should go brrr.

Broader upstream yields, test, validation, and inspection for both memory + optical ecosystem go heavily BRRR. And it's a leading indicator for $Coherent Corp.(COHR.US), $Fabrinet(FN.US), $Lumentum(LITE.US), and others if they're ramping up production.

For $Viavi Solutions(VIAV.US):

-> $406.8M vs. $393M (beat) 42.8% Y/Y growth.

-> $.27 EPS vs $0.2-$0.24

Guidance was $427m-$437m, indicating acceleration.

For $Formfactor(FORM.US):

-> $226M, 32% Y/Y, $.56 EPS vs. $.45

-> margins increased a TON to 49% (which indicates pricing power).

-> Guidance was $.61 EPS, midpoint ~$240m revenue.

"Record demand for High Bandwidth Memory (HBM) and stronger "Foundry & Logic networking applications"

Basically the smaller yields/test ecosystem in general. BRRR.

Source: Serenity

Formfactor

USFORM