Advantest (ADR)
ATEYYQ4 2022(ATEYY Q2 FY2023)Estimated6% AI
AI Revenue %
6%
AI Fair Value
$863.6M
AI Revenue (Q)
$60.0M
Total Revenue (Q)
$1.0B
Source: SEC EDGAR SEC Filing Filing
Browse SEC Filing filings on SEC.govAnalysis
Q2 FY2023 (Jul-Sep 2022): Advantest reported approximately ¥135B in quarterly revenue. The broader semiconductor market was entering a downcycle (smartphone weakness, PC inventory correction), but data center demand remained relatively resilient. NVIDIA A100 demand was still strong and H100 was ramping toward production. Advantest's Semi Test segment was approximately ¥108B. AI GPU test demand on V93000 was growing as NVIDIA prepared for H100 volume production. HBM test demand was steady but not yet surging (HBM3 was in qualification at SK Hynix). Conservative AI estimate: ~7.5% of Semi Test = ¥108B x 0.075 = ~¥8.1B. ¥8.1B / ¥135B = ~6.0%. Maintaining 6% — AI demand was growing but offset by general market softness that was concentrating Advantest's mix toward data center customers.
Analyzed by claude-opus-4-6
Quoted Figures
Advantest quarterly revenue approximately ¥135B for Q2 FY2023 (Jul-Sep 2022)
Advantest FY2023 quarterly earnings
Semiconductor and Component Test Systems approximately 80% of total revenue
Advantest segment reporting, FY2023
AI Products Identified (Ring 1)
V93000 SoC tester (AI GPU/accelerator test)T5503 HBM memory testerSoC test handlers for AI chip packaging
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
V93000 for non-AI SoC test (mobile, automotive, FPGA)T5xxx memory testers (DDR5, non-HBM DRAM)MechatronicsServices/support
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix