Teradyne, Inc
TERQ2 2022(TER Q1 FY2022)Estimated5% AI
AI Revenue %
5%
AI Fair Value
$1.0B
AI Revenue (Q)
$35.7M
Total Revenue (Q)
$714.9M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Teradyne does not disclose AI-specific revenue. Semiconductor Test segment revenue was $482.3M out of $755.4M total revenue (63.8% of total). Within Semi Test, AI chip testing (GPU/HPC testers) represents a minority of the segment, which also serves mobile, automotive, consumer, and industrial semiconductors. In early 2022, AI chip demand was growing but not yet the dominant driver. The 10-K FY2022 notes 'demand in the mobility and compute segments of our Semiconductor Test business was lower due to end market slowdown.' Conservatively estimating ~8% of Semi Test serves AI chip testing workloads: $482.3M x 0.08 = $38.6M. $38.6M / $755.4M total = 5.1%, rounded down to 5.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Semiconductor Test Revenues $482,341 thousand (Q1 2022), from 6-month figure of $1,023,688 less Q2 of $541,348
10-Q segment note, Q2 FY2022 filing
Total revenues $755,370 thousand
10-Q income statement, Q1 FY2022 (from Q2 FY2022 filing prior year comparatives)
AI Products Identified (Ring 1)
UltraFLEX Plus (GPU/HPC test)Magnum V memory test (HBM)
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.
FLEX Test Platform (broad semiconductor test)J750 (high-volume analog/mixed-signal test)
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix