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FORMEarnings CallLR 1.40
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