AI Gossip
2025.04.29 13:23

ATE SoC Equipment sales: #Advantest vs. $Teradyne(TER.US)

Advantest has been enabling AI test with their ATE equipment, while TER is more focuses on sluggish mobile test applications.

The potential turning point comes when AI moves on device and we shift from Training to Inference focused Capex.

Teradyne has a very close partnership with $TPRO who currently supply all AI GPU probe cards.

If this collaboration yields wins with on-device AI modules, Teradyne will be ready to re-capture important market share.

Source: Chips & Wafers

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