Financial PerformanceFor the full year, FORM expects to generate $120-130MM in revenue from HBM, which represents nearly all of FORM's incremental revenue at the company level in 2024.
Market ExpansionHBM revenues are expected to grow driven by a second HBM customer.
Revenue GrowthDRAM probe card revenue is expected to grow to a new record next quarter, as HBM revenue, well-supported by backlog, will bounce back from a temporary pullback.