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Teradyne (TER) investor relations material
Teradyne UBS’s 2025 Global Technology and AI Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.UBS’s 2025 Global Technology and AI Conference summary3 Dec, 2025
Market outlook and growth opportunities
Data center silicon complexity and capacity are driving sustained growth, with major impacts expected in 2027 and 2028 as new technologies are rapidly adopted for high-performance compute.
The test market benefits from lower yields in advanced technologies, increasing demand for sorting and quality assurance.
Dual sourcing and supply chain resilience are becoming critical for hyperscalers, shifting procurement decisions and opening share gain opportunities.
Share gains in the GPU test market are expected to be incremental, with qualification processes underway and broader adoption likely by the back half of 2026.
Long-term share in dual-sourced accounts is expected to reach 30%-70% over three to four years, with 2027 still considered early in this transition.
Segment-specific trends
Mobile test complexity is increasing due to new process nodes and memory packaging, with optimism for 2026 but uncertainty around unit volumes and technology adoption breadth.
Robotics (Cobots) is expanding with a new US manufacturing facility in 2026, driven by reshoring trends and a major e-commerce customer, with growth waves expected through 2028.
Among GPU, mobile, and robotics, GPU presents the largest opportunity in 2026-2027 due to the scale of compute TAM and its outsized impact on earnings.
Memory market and technology
HBM has shifted test investments from final to wafer level, enabling significant share gains in HBM performance test from 0% to 50% between mid-2024 and end-2025.
The HBM and DRAM markets are expected to grow year-on-year, with potential upside from flash if SSD demand increases.
The Technoprobe partnership is expected to yield benefits in 2026, with current share gains driven by tester performance and reliability.
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Q4 202528 Jan, 2026
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Frequently asked questions
Teradyne is a leading supplier of automation equipment for test and industrial applications. Teradyne Automatic Test Equipment is used to test semiconductors, wireless products, data storage and complex electronic systems, which serve consumer, communications, industrial and government customers. Our Industrial Automation products include collaborative robots that are revolutionizing automation in light industries around the world. In 2019, Teradyne had revenue of $2.1 billion and currently employs approximately 4,150 people worldwide. Teradyne, Inc. was incorporated in 1960 and is headquartered in North Reading, Massachusetts.
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