Advantest (ADR)
ATEYYQ1 2023(ATEYY Q3 FY2023)Estimated7% AI
AI Revenue %
7%
AI Fair Value
$1.0B
AI Revenue (Q)
$70.0M
Total Revenue (Q)
$1.0B
Source: SEC EDGAR SEC Filing Filing
Browse SEC Filing filings on SEC.govAnalysis
Q3 FY2023 (Oct-Dec 2022): Advantest reported approximately ¥150B in quarterly revenue (seasonally strong Q3). ChatGPT launched in November 2022, catalyzing massive AI investment interest, though the equipment demand impact would lag by quarters. NVIDIA H100 was beginning volume shipments. Advantest's V93000 was being deployed for H100 testing at TSMC/NVIDIA assembly partners. Semi Test segment approximately ¥120B. HBM test demand was picking up as SK Hynix began HBM3 volume production for NVIDIA. Slightly increasing AI estimate to reflect H100 production ramp: ~8% of Semi Test = ¥120B x 0.08 = ~¥9.6B. Plus small HBM test contribution ~¥1.5B. Total ~¥11.1B / ¥150B = ~7.4%, rounded to 7.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Advantest quarterly revenue approximately ¥150B for Q3 FY2023 (Oct-Dec 2022)
Advantest FY2023 quarterly earnings
ChatGPT launch November 2022 catalyzed AI infrastructure investment wave
Industry knowledge
AI Products Identified (Ring 1)
V93000 SoC tester (NVIDIA H100 GPU test)T5503 HBM memory tester (HBM3)SoC 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, standard DRAM)MechatronicsServices/support
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix