関連ニュース

Teradyne is well-positioned to benefit from rising AI-driven test complexity across compute, memory, and photonics, supporting a BUY rating. TER's diversified test platforms and early qualification in

Higher chip testing cadence is natural, given the insatiable compute/memory demand, growing data center footprint, and expanding chip volume/complexity. These have contributed to the higher WFE/ATE ra

Markets face a pivotal week with the Fed, Core PCE, GDP and earnings from Microsoft, Meta, Apple and Amazon all set to drive trading sentiment.

Teradyne is uniquely positioned in AI-driven semiconductor testing, with 70% of Q1 demand from AI and 87% of revenue from semi testing. Despite a recent 30% pullback, I initiate TER at Buy, targeting