UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark one) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 Or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 000-50307 FormFactor, Inc. (Exact name of registrant as specified in its charter) Delaware 13-3711155 (State or other jurisdict ...

财务数据和关键指标变化 - 第三季度收入为1.716亿美元,环比增长10%,同比下降5.1% [13] - 第三季度非GAAP毛利率为41.8%,环比上升1.2个百分点,超出指引上限0.3个百分点 [14] - 第三季度非GAAP营业利润为1730万美元,环比增长55% [16] - 第三季度非GAAP每股收益为0.22美元,环比增长57% [16] 各条业务线数据和关键指标变化 - 探针卡业务收入为1.283亿美元,环比增长11.3% [13] - 其中,晶圆厂和逻辑业务收入为9640万美元,环比增长17.7% [13] - DRAM业务收入为2740万美元,环比下降10.2% [13] - Flash业务收入为450万美元,环比增长55.6% [13] - 系统业务创下季度收入纪录,达4320万美元 [10][13] 各个市场数据和关键指标变化 - 晶圆厂和逻辑业务收入占总收入的56.2%,环比上升3.7个百分点 [13] - DRAM业务收入占总收入的16%,环比下降3.6个百分点 [13] - Flash业务收入占总收入的2.6%,环比上升0.7个百分点 [13] 公司战略和发展方向及行业竞争 - 公司继续专注于先进封装应用如芯片组、高带宽内存和共封装光电子的研发投入 [6][11] - 公司在晶圆厂和逻辑市场的份额约为60%-40%,有机会进一步提升份额 [26] - 公司正在努力提高在一家主要客户的份额,但进度慢于预期 [57][58] - 公司预计未来两年内先进封装业务的增长将大幅超过行业平均水平 [70][71] 管理层对经营环境和未来前景的评论 - 公司认为行业正处于底部阶段,客户端电脑和移动市场有望企稳回升 [47] - 公司对长期增长前景保持乐观,受益于半导体内容增长和先进封装等创新趋势 [12] - 公司将继续谨慎平衡短期业绩和长期投资,维持强大的资产负债表 [6] 问答环节重要的提问和回答 问题1 **Krish Sankar 提问** 第四季度DRAM业务中HBM收入占比情况如何,对毛利率的影响 [21][22] **Shai Shahar 回答** HBM毛利率一般高于其他DRAM产品,但仍低于晶圆厂和逻辑业务毛利率,第四季度预计整体毛利率略有下降 [22] 问题2 **Brian Chin 提问** 第四季度晶圆厂和逻辑业务订单活动情况如何 [28][29] **Mike Slessor 回答** 客户普遍谨慎,希望最小化新产品导致的库存过剩,但公司仍看到一些设计活跃度 [29] 问题3 **Charles Shi 提问** HBM收入在过去几个季度的变化情况,未来一年的增长空间 [33][34][35] **Mike Slessor 回答** HBM收入在第三季度占DRAM收入一半以上,未来一年有望翻倍增长,但需要监测产品良率提升对需求的影响 [69][71]

FormFactor, Inc. (NASDAQ:FORM) Q2 2023 Results Conference Call August 2, 2023 4:25 PM ET Company Participants Stan Finkelstein - VP of Investor Relations Michael Slessor - Chief Executive Officer Shai Shahar - Chief Financial Officer Conference Call Participants Krish Sankar - Cowen Charles Shi - Needham & Company Craig Ellis - B. Riley David Duley - Steelhead Securities Christian Schwab - Craig-Hallum Tom Diffely - DA Davidson Gus Richard - Northland Capital Markets Brian Chin - Stifel Operator Thank you a ...

FormFactor, Inc. (NASDAQ:FORM) Q1 2023 Earnings Conference Call May 3, 2023 4:25 PM ET Company Participants Stan Finkelstein - Vice President, Investor Relations Mike Slessor - Chief Executive Officer Shai Shahar - Chief Financial Officer Conference Call Participants Brian Chin - Stifel Tom Diffely - D.A. Davidson David Duley - Steelhead Christian Schwab - Craig-Hallum Craig Ellis - B. Riley Robert Mertens - Cowen Charles Shi - Needham Gus Richard - Northland Capital Markets Operator Thank you and welcome e ...

Investor Presentation May 2023 Forward-Looking Statements; Non-GAAP Financial Measures This presentation contains forward-looking statements within the meaning of the U.S. Securities Exchange Act of 1934 and the Securities Act of 1933. The forward-looking statements include statements concerning, among other things, our future business model and strategies, our financial model and structure, market and market share growth, industry trends, customer demand and growth opportunities. In some instances, you can ...

公司业务 - FormFactor, Inc. 于 2022 年 12 月 31 日结束的财政年度中，通过收购多家公司，将业务转变为半导体测试和测量市场的领导者[6] - 公司经营两个报告部门，分别是探针卡片部门和系统部门[7] - 公司产品包括探针卡片、分析探针、探针站、计量系统、热系统和低温系统等[8] - 公司的探针卡片使用微机电系统（MEMS）技术，能够在测试过程中提供可靠的高保真电气接触[9] - 公司的探针卡片适用于测试各种半导体器件类型，包括系统芯片、移动应用处理器、微处理器、图形处理器等[10] - 公司的探针卡片技术可支持超过 10 万个接触元件，间距小至 40 微米，适用于高信号保真度设备[11] - 公司持续投资于专有探针卡片设计工具和流程，以满足客户需求[12] - 公司提供超过 50 种不同的分析探针模型，用于工程和生产测试[15] - 公司的探针站是半导体和光电工艺和设计新一代的关键工具[16] - 公司的热子系统包括热夹具和其他测试系统，用于精确温度管理[20] 客户和竞争对手 - 我公司在2022年12月31日的财务报告中显示，Intel Corporation、SK hynix Inc.、台积电和三星电子是我公司季度收入的主要客户，其中Intel Corporation占比最高，为16.5%[28] - 我公司的主要竞争对手包括AMST Co., Ltd.、Chungwa Precision Technology、Feinmetall GmbH等，市场竞争激烈[44] 人力资本发展 - 公司在人力资本方面注重人才招聘、留任和员工参与，通过薪酬、培训、多样性和包容性目标等计划来推动人力资本发展[59] - 公司强调多样性和包容性是人力资本发展计划的重要组成部分[64] - 公司通过赞助活动、网络团体和管理目标支持这些价值观[64] - 公司的工作场所健康和安全计划包括健全的政策、程序、培训计划和自我审计[66] - 公司相信目前的人力资本适合满足业务需求，并且人力资本发展计划和其他倡议设计良好，以保持人力资本的质量[67] - 公司在2022年12月31日拥有2,105名全职员工，其中在运营部门有1,170人，研发部门有426人，销售和市场部门有322人，总部和行政职能部门有187人[69] - 公司的Probe Cards部门有1,485名全职员工，Systems部门有426名全职员工，公司职能部门有194名全职员工[69]

FormFactor, Inc. (NASDAQ:FORM) Q4 2022 Earnings Conference Call February 8, 2023 4:25 PM ET Company Participants Stan Finkelstein - Vice President, Investor Relations Mike Slessor - President and Chief Executive Officer Shai Shahar - Chief Financial Officer Conference Call Participants Brian Chin - Stifel Christian Schwab - Craig Hallum Charles Shi - Needham Craig Ellis - B. Riley Hans Chung - D.A. Davidson Gus Richard - Northland Capital Markets Operator Thank you. And welcome everyone to FormFactor’s Four ...

FormFactor, Inc. (NASDAQ:FORM) Q3 2022 Earnings Conference Call October 26, 2022 4:25 PM ET Company Participants Stan Finkelstein - Vice President, Investor Relations Mike Slessor - Chief Executive Officer Shai Shahar - Chief Financial Officer Conference Call Participants Brian Chin - Stifel Charles Shi - Needham Krish Sankar - Cowen Craig Ellis - B. Riley David Duley - Steelhead Hans Chung - D.A. Davidson David Silver - CL King Operator Welcome everyone to FormFactorÂ's Third Quarter 2022 Earnings Conferen ...

SFORMFACTOR™ Investor Presentation September 2022 Forward-Looking Statements; Non-GAAP Financial Measures 2 This presentation contains forward-looking statements within the meaning of the U.S. Securities Exchange Act of 1934 and the Securities Act of 1933. The forward-looking statements include statements concerning, among other things, our future business model and strategies, our financial model and structure, market and market share growth, industry trends, customer demand and growth opportunities. In so ...

SFORMFACTOR™ Investor Presentation September 2022 Forward-Looking Statements; Non-GAAP Financial Measures 2 This presentation contains forward-looking statements within the meaning of the U.S. Securities Exchange Act of 1934 and the Securities Act of 1933. The forward-looking statements include statements concerning, among other things, our future business model and strategies, our financial model and structure, market and market share growth, industry trends, customer demand and growth opportunities. In so ...