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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 opportunity and industry trends
Data center silicon complexity and capacity are driving sustained growth, with major impacts expected in 2027 and 2028 as new deals materialize.
Rapid adoption of advanced technologies in data centers is increasing demand for testing due to lower initial yields.
Supply chain resilience and dual sourcing are becoming critical for hyperscalers, shifting procurement power from aggregators to direct customers.
The test market is expected to grow incrementally, with share gains likely to be gradual over several years.
Competitive landscape and share gains
Incumbency has historically dominated, but hyperscalers now prioritize supply assurance, opening opportunities for new entrants.
Dual sourcing is increasingly common, with customers seeking alternatives to mitigate risk and ensure capacity.
Qualification with a major GPU customer is in its final phase, with incremental share gains expected to start small and grow over time.
Long-term share in dual-sourced accounts is expected to reach 30%-70% over three to four years.
Growth drivers: GPU, mobile, and robotics
GPU testing presents the largest near-term opportunity, with even modest share gains having significant financial impact.
Mobile test complexity is increasing due to new process nodes and packaging, supporting a more optimistic outlook for 2026.
Robotics (Cobots) business is expanding, with a new US facility planned for 2026 to serve both a major e-commerce customer and broader reshoring trends.
What drives compute market share gains beyond dual sourcing?
Explain GPU's disproportionate impact on results.
How will the new financial model address market lumpiness?
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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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