← HBM Memory
Critical node· HBM Memory · Critical anchor
Probe cards, FormFactor
Livermore (Californie), United States37.69°N 121.75°W
computed criticality18/100
reading
World leader; record DRAM/HBM probe revenue in 2024
2024Fault line
Testing a chip before dicing requires a probe card that contacts thousands of pads; FormFactor is the leading global supplier, reinforced by its acquisition of Advantest's probe business. Each HBM stack takes longer to test with each generation, making test a silent bottleneck. Qualified capacity grows more slowly than AI demand.
Actors
FormFactor (Livermore)
Technoprobe (Cernusco Lombardone)
Feeds 1
SK Hynix, IcheonHBM Memory↗Sources