Zorg(@zorgresearch):Deutsche Bank just initiated Formfactor at Buy with a $200 target. They’re saying FormFactor is becoming a real second source for Nvidia GPU probe cards at TSMC, with room to take 20% share by 2028 and more than $200M of sales from that alone. Probe cards are the boring thing on every HBM wafer and every GPU package. When Micron locks most of FY27 HBM, the test queue gets tighter. -> last quarter probe cards did $209.7M inside $258.2M of revenue. -> Q3 guide is $270M. $FORM $MU $NVDA

Zorg

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Zorg@zorgresearch

2026.10.02 14:20

Deutsche Bank just initiated Formfactor at Buy with a $200 target. They’re saying FormFactor is becoming a real second source for Nvidia GPU probe cards at TSMC, with room to take 20% share by 2028 and more than $200M of sales from that alone. Probe cards are the boring thing on every HBM wafer and every GPU package. When Micron locks most of FY27 HBM, the test queue gets tighter. -> last quarter probe cards did $209.7M inside $258.2M of revenue. -> Q3 guide is $270M. $FORM $MU $NVDA