Research Feed
Probe Card Chokepoint: FormFactor Capacity Beat Into HBM Shortage
FormFactor isn't a stock people get excited about. Probe cards. Test equipment. Semiconductor picks-and-shovels buried three layers deep in the supply chain. But sometimes the boring stuff is where you find operating leverage into structural undersupply that the street hasn't priced yet. The converg
Four Sources in Seven Days - Memory Supply Shortage Confirmed Across IT Distribution Chain
Jan 28 - Feb 4: Four companies across the IT supply chain independently reported memory chip supply tightness: 1. AVT (distributor, Jan 28): "Lead times trending higher...spot price increases in memory, storage...supply dynamics suggest upward pricing pressure across many technologies going forward"