FormFactor (FORM) stock outlook for 2026. Why the world's #1 probe card maker is a consumable-revenue play on wafer sort, HBM and advanced packaging test intensity, plus the WFE cycle, customer concentration, China export controls, and how it stacks up against Technoprobe, Teradyne, and Advantest.
Un análisis con opinión de MKS Instruments (MKSI) para 2026: los subsistemas de vacío, potencia RF, láser y óptica que van dentro de cada herramienta de obleas, la expansión con Atotech hacia la química de electrodeposición, el impulso del ciclo WFE y el advanced packaging, y la deuda de adquisición que mueve toda la tesis.
A committed 2026 look at MKS Instruments (MKSI): the vacuum, RF power, laser and optics subsystems that sit inside every wafer tool, the Atotech plating-chemistry expansion, WFE and advanced-packaging upside, and the acquisition debt that swings the whole thesis.