Description
Teradyne: How EVs, Automation, and IoT Are Expanding Its Testing Footprint!
Teradyne, Inc.’s recent earnings announcement for the fourth quarter and full year of 2025 showcased a significant performance improvement driven largely by AI-related demand across various sectors. The company experienced a notable 41% sequential revenue growth in Q4 with over 100% growth in non-GAAP earnings, outpacing their high-end guidance expectations. Teradyne’s strong results were primarily attributed to double-digit growth in Semiconductor Test, Product Test, and Robotics segments, with AI applications accounting for more than 60% of revenue in Q4. This demand from AI is expected to intensify, driving up to 70% of revenue in Q1 2026. Positively, Teradyne’s Semiconductor Test Group saw a 19% annual growth in 2025, a result of increased networking and VIP compute requirements. SoC test revenue surged by 23%, driven by gains in areas like HBM and DRAM tests. The company achieved a 50% market share in the VIP compute market in 2025.
