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Stock impact report

FormFactor Surges [Seeking Alpha]

FormFactor, Inc. (FORM) 
Last formfactor, inc. earnings: 2/5 04:05 pm Check Earnings Report
US:NASDAQ Investor Relations: investors.formfactor.com
Company Research Source: Seeking Alpha
Summary There seem to be a few companies in the semiconductor supply sector that managed to escape the general malaise, with stock prices way off their highs this year for many names. We believe one of these companies is FormFactor ( FORM ), the leading producer of probe cards for the semiconductor industry. There are a couple of structural tailwinds for the company: Increasing amount of electronics in ever more goods (IoT, Mobile, Datacenters, Automotive, etc.). Increasing complexity of electronics (not only smaller nodes, but stuff like advanced packaging and multi-layered stacks, higher speeds and bandwidth, etc.). Customer wins. Here is how the main end markets are developing (from the earnings deck ): Here is what management argued about the main drivers ( Q3CC ): So to get everybody on the same page, we talked about these three components advanced packaging, mobile data and automotive but essentially being the constituent growth drive Show less Read more
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