Teradyne, Inc
TERQ2 2023(TER Q1 FY2023)Estimated5% AI
AI Revenue %
5%
AI Fair Value
$1.2B
AI Revenue (Q)
$35.7M
Total Revenue (Q)
$714.9M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Semi Test revenue was $415.0M out of $617.5M total (67.2%). Q1 2023 was in the semiconductor downcycle with excess inventory in mobility. No AI-specific revenue disclosure. Estimating ~8% of Semi Test as AI-related: $415.0M x 0.08 = $33.2M. $33.2M / $617.5M = 5.4%, rounded to 5.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Semiconductor Test Revenues $415,009 thousand
10-Q segment note, Q1 FY2023
Total revenues $617,529 thousand
10-Q income statement, Q1 FY2023
AI Products Identified (Ring 1)
UltraFLEX Plus (GPU/HPC test)Magnum V memory test (HBM/DDR5)
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 PlatformJ750
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix