Everything tagged "hbm" across the TickerSpark archives.
SK hynix is riding HBM4 shipments, AI-server memory demand, and a sharp margin rebound. The stock screens as a Buy, but memory cyclicality keeps the valuation case disciplined.
Onto Innovation's HBM exposure is now backed by a purchase agreement worth more than $240 million through 2027, not just AI enthusiasm. The valuation is demanding, but accelerating Dragonfly demand and a recent earnings beat keep the bull case firmly intact.
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.
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.
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