AI Index / Teradyne, Inc.
Teradyne, Inc. (TER)
Main revenues: 1) Semiconductor Test (~$1.1B): SoC (compute ~75% of SoC), Memory (HBM/DRAM), and IST. Strong AI contribution via merchant GPU/ASIC test, inference-optimized compute, HBM/DRAM, HDD/SLT for AI data centers. 2) Product Test Group ($80M): Board/defense/aero; growing in server-board/tray test (Omnyx) and SiPh/CPO (Photon 100) for AI networking—partial AI. 3) Robotics ($91M): e-commerce/electronics/semis; used in AI data centers; AI was 15% of segment. Management said nearly 70% of Q1 revenue was AI-related, up from ~60% in Q4’25.
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This new record comes from durable AI demand drivers and the continuing acceleration of our wafer to AI data center strategy.
- Gregory Smith
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Quotes from teradyne Executives About Artificial Intelligence and Generative AI
In Q1, AI-related demand accounted for nearly 70% of our revenue, up from about 60% in Q4 of 2025.
- Gregory Smith
It goes without saying, AI is the dominant force shaping our business.
- Gregory Smith
We're seeing strong customer engagement across e-commerce, electronics manufacturing, and semiconductor end markets. Robotics is a key part of our wafer to AI data center strategy, with robotic-assisted assembly test and data center operations.
- Gregory Smith
In prior calls, we have often talked about the investments that we are making to capture growth opportunities coming from our wafer to data center strategy.
- Gregory Smith
Our MultiLane Test Products joint venture closed on April 8, and we believe this partnership will accelerate the development of high-speed I/O and data center interconnect test solutions, a critical test need as AI data centers transition from cable-based connections to back plane and mid-plan architectures.
- Gregory Smith
TestInsight is the leading provider of test development tools that are used with our testers and competing platforms. This acquisition strengthens Teradyne's design to test software capabilities, enabling us to build a virtual test environment, which will reduce time to market for complex AI and networking devices.
- Gregory Smith
At roughly 75%, compute is the largest portion of our SoC product revenue. This continues the evolution of our test portfolio from being mobile-centric shifting to AI dominant.
- Michelle Turner