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hbm

Everything tagged "hbm" across research, earnings, and macro.

2 articles

FormFactor just became the AI selloff’s easiest quality-stock rebound case

FormFactor’s selloff looks disconnected from the business underneath it. Record Q1 revenue, HBM-driven demand, and margin expansion make this one of the cleaner AI rebound setups heading into the next earnings report.

Jul 8, 2026·4 MIN

AI Semiconductors HBM

Research ReportFORM

FormFactor (FORM): AI Test Demand Drives Growth

FormFactor posted record 2025 revenue and strong Q4 margin expansion, with HBM and AI-related test demand supporting a Buy view despite a rich valuation.

Apr 29, 2026·21 MIN

Technology Semiconductor Equipment & Materials Semiconductors

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