[CPO Sector] (95): Not Only No Delay, But Raised Guidance

English summary

Formfactor raised CPO guidance, currently up 21%. Conference call statement: 'A quarter ago, we predicted that 2026 CPO revenue would reach the high end of the $10 million to $20 million range we initially provided. Now, we expect to achieve this target by the end of the third quarter, and full-year overall revenue will significantly exceed the $20 million threshold.' Amid market skepticism, industry progress has accelerated noticeably, which can be said to be one of the market's biggest cognitive gaps this year. Firmly hold [Robotechnik], [Zhishang Technology]. By Txy