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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Produk & Pendapatan

Pangsa Pendapatan Produk

Komposisi Pendapatan ($2.8B)

Data statis (memuat keuangan langsung…)

Semiconductor Test (60%)

Industrial Automation (25%)

System Test (10%)

Wireless Test (5%)

Komposisi segmen dan pelanggan utama

Detail produk

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

Hubungan Rantai Pasok

Pelanggan Utama

Taiwan Semiconductor Manufacturing Company

Wafer-level test equipment

Dampak: High — major foundry customer

Apple Inc.

iPhone and Mac chip testing equipment

Dampak: High — large consumer electronics tester

NVIDIA Corporation

GPU test systems

Dampak: Medium — growing AI chip testing

Konteks makro dan pasar

반도체Berita sektor

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

Katalis mendatang

◆TSMC Q2 실적 (2026.04.17)◆NVIDIA GB300 양산 착수 발표◆AMAT/LRCX/KLAC 실적 시즌 (2026.05)

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Info Perusahaan

Kantor Pusat

North Reading, Massachusetts, USA

Didirikan

1960

Karyawan

6,500+

Situs Web

teradyne.com

Gambaran umum sektor — 반도체

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