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The Zacks Electronics - Semiconductors industry players like AMAT, LRCX and FORM gain from the growing proliferation of AI that is driving sustained demand for advanced semiconductors.
TER, FORM, AMKR and CRDO decline about 30% in a month, but AI chip testing, packaging and high-speed connectivity demand may support a recovery.
FORM's AI-driven HBM momentum, broader chip-testing wins and CPO growth support its outlook despite premium valuation and margin pressure.
LIVERMORE, Calif., July 08, 2026 (GLOBE NEWSWIRE) -- FormFactor, Inc. (Nasdaq: FORM) will report financial results for its 2026 fiscal second quarter on Wednesday, July 29th, 2026, at 1:25 p.m. Pacific Time. The public is invited to listen to a live webcast of FormFactor's conference call on the Investors section of the company's web site at www.formfactor.com .
FORM's AI infrastructure push is fueling demand for probe cards, HBM testing, GPUs, custom ASICs and CPO, with revenue gains eyed through 2030.
ISCB offers ultra-low costs and 1,500+ holdings for diversification, while BBSC concentrates on fewer names with higher recent returns.
Micron, FormFactor, Texas Instruments and Taiwan Semiconductor are positioned to benefit as AI capex fuels demand for chips, memory and testing.
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Full call transcripts — prepared remarks + analyst Q&A — with speaker-by-speaker formatting and one-click switching across every quarter on file.
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Transcripts source: company-published earnings calls. Speaker attribution and formatting are processed in-app.