FormFactor Community

Key Takeaways Geopolitical tensions, deglobalization, and climate regulations are raising compliance, logistics, and operating costs, eroding profitability and increasing long-term risk. Intense competition, customer concentration, and rapid industry shifts threaten market share, pricing power, and future revenue stability.

Key Takeaways Strategic divestment from China and focus on high-growth regions minimize geopolitical risks, stabilizing margins and optimizing revenues amid trade uncertainties. Collaborations in co-packaged optics and investments in generative AI drive revenue growth, enhancing market share in probe cards and Systems business.

Key Takeaways FormFactor's advanced technologies and deep partnerships position it to capture outsized growth, expand market share, and achieve industry-leading margins as test intensity increases. Securing major roles in next-gen semiconductor and photonics ecosystems enables recurring, higher-margin revenue streams and early access to emerging growth opportunities.