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Teradyne, Inc.

TERsupplier

Teradyne is a leading supplier of automated test equipment for semiconductors, electronic systems, and industrial automation, including the Universal Robots collaborative robot brand.

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Productos e Ingresos

Participación de Ingresos por Producto

Desglose de Ingresos ($2.8B)

Datos estáticos (cargando finanzas en tiempo real…)

Semiconductor Test (60%)
Industrial Automation (25%)
System Test (10%)
Wireless Test (5%)

Composición de segmentos y clientes principales

Detalles del producto

Semiconductor Test60%

Automated test equipment (ATE) for SoC, memory, and analog chips

Industrial Automation25%

Universal Robots collaborative robots and autonomous mobile robots

System Test10%

Board-level and storage test systems

Wireless Test5%

Test solutions for Wi-Fi, 5G, and Bluetooth connectivity

Contexto macro y de mercado

WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입

TSMC 가동률

92%+

HBM 수요 성장

+180% YoY

WFE 시장 규모

$105B (2026E)

리드타임 (장비)

18~24개월

Próximos catalizadores

TSMC Q2 실적 (2026.04.17)NVIDIA GB300 양산 착수 발표AMAT/LRCX/KLAC 실적 시즌 (2026.05)

Últimas noticias

Cargando noticias...

Análisis IA

Haz clic en "Obtener Análisis IA" para un análisis de cadena de suministro de Teradyne, Inc. impulsado por IA.

Información de la Empresa

Sede Central

North Reading, Massachusetts, USA

Fundación

1960

Empleados

6,500+

Sitio Web

teradyne.com

Estado del sector반도체

Noticias del sector

WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입

TSMC 가동률

92%+

HBM 수요 성장

+180% YoY

WFE 시장 규모

$105B (2026E)

리드타임 (장비)

18~24개월

Temas clave

  • AI 가속기(H100/B200) 수요 공급 불균형 지속
  • Gate-All-Around 공정 전환 → 장비 교체 사이클
  • HBM3e/HBM4 양산 경쟁 — SK하이닉스·마이크론·삼성

Próximos catalizadores

  • TSMC Q2 실적 (2026.04.17)
  • NVIDIA GB300 양산 착수 발표