Teradyne Transforms Robotics with U.S. Manufacturing Push & Operational Breakthroughs!

Teradyne, Inc. reported second-quarter results that showed a sequential and year-over-year improvement in its core business areas, led by strong demand in AI compute-related segments. The company posted secondquarter revenue of $652 million and non-GAAP EPS of $0.57, both above the midpoint of guidance. Semi Test revenue was $492 million, including $397 million from System-on-Chip (SOC) testing and $61 million from Memory. Growth in SOC was attributed to AI compute demand, which accounted for roughly 20% of SOC revenue. Meanwhile, Memory revenue declined due to the timing of shipments, though it is expected to rebound in the second half of the year, with HBM4 test insertions cited as a potential growth driver. The company also noted a significant customer win in HBM post-stack die testing, building on earlier momentum from Q1.