Teradyne's SoC & Memory revenue expected to be 2/3 of total revenue, growing at 13% CAGR. Mix shifts from mobile to compute and auto. Share gains with hyperscaler ASIC platforms to drive compute TAM from $300M in CY24 to $800M in CY28. Tech transitions in mobile (LPDDR6 and UFS 5.0) and HBM to keep memory healthy.
Source: Sravan Kundojjala
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