One fund’s sizable move into FormFactor hints at where the next leg of semiconductor infrastructure spending may show up firstNew York City-based Shannon River Fund Management initiated a new position in FormFactor (FORM +0.01%), adding 968,161 shares worth about $35.26 million as of a November 13 SEC filing.What HappenedAccording to a November 13 SEC filing, Shannon River Fund Management LLC disclosed a new stake in FormFactor, acquiring 968,161 shares. The position, valued at $35.26 million as of Septembe ...

Group 1 - Applied Materials, Inc. (NASDAQ: AMAT) is a manufacturer of semiconductor manufacturing equipment, including deposition and etching machines and metrology systems [1] - The company does not dominate a specific part of the manufacturing supply chain, which may impact its competitive positioning [1]