FormFactor, Inc. (FORM) Presents at Citi's 2026 Global TMT Conference Transcript

SA Transcripts 162.14K Followers Follow FormFactor, Inc. ( FORM ) Citi's 2026 Global TMT Conference September 9, 2026 2:35 PM EDT Company Participants Mike Slessor - CEO, President & Director Conference Call Participants Yiling Sun - Citigroup Inc., Research Division Presentation Yiling Sun Citigroup Inc., Research Division [Audio Gap] 2 of Citi's TMT Global Conference. My name is Elizabeth Sun. I'm in the Citi's semi and semi-cap research team here. With this session, we have FormFactor. We have Mike Slessor, the CEO of FormFactor, here on the stage. Welcome. And we also have IR -- VP of IR, Stan, in the audience as well. So welcome both. Question-and-Answer Session Yiling Sun Citigroup Inc., Research Division Mike, so on a high level, I think -- personally, I think it's a good time to invest in semi testing market. So maybe high level, can you talk about the trends we're seeing in, let's say, customers investing in -- making more investment in the testing space overall or maybe just probe card specifically? Mike Slessor CEO, President & Director Yes. Well, first of all, thank you, Elizabeth, and thanks to Citi for having us. This is always a great conference coming out of summer to touch base with people and understand where the different data points in the industry that help inform our strategy as we go through the back part of the year. So thanks again for having us. It is a very good time to be in test in the semiconductor industry. And really, if I deconstruct it into the fundamental driver of that, it's a theme we've been sharing with people for the past several years that's been informing our strategy. And that's the adoption of advanced packaging or chiplets in constructing a lot of the advanced semiconductor products in the industry. It turns out that breaking up a chip into