Teradyne, Inc
TERQ2 2025(TER Q1 FY2025)Estimated10% AI
AI Revenue %
10%
AI Fair Value
$2.7B
AI Revenue (Q)
$68.6M
Total Revenue (Q)
$685.7M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Semi Test revenue = $542.5M out of $685.7M total (79.1%). Q1 FY2025 filing notes 'strong first quarter performance was driven primarily by Semiconductor Test, specifically in mobility.' This suggests the Q1 strength was mobility-driven, not AI-driven specifically. However, AI chip testing (HBM/GPU) remains a steady portion of Semi Test. No product-line disaggregation (SoC vs Memory) is provided in the Q1 FY2025 filing under the new segment structure. Maintaining 10% AI estimate consistent with H2 FY2024. $542.5M x ~0.13 AI fraction of Semi Test = ~$70.5M. $70.5M / $685.7M = 10.3%, rounded to 10.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Semiconductor Test Revenues $542,504 thousand
10-Q segment note, Q1 FY2025
Total revenues $685,680 thousand
10-Q income statement, Q1 FY2025
The strong first quarter performance was driven primarily by Semiconductor Test, specifically in mobility
10-Q MD&A, Q1 FY2025
AI Products Identified (Ring 1)
UltraFLEX Plus (AI GPU/HPC test)Magnum V (HBM test)Magnum EV (DDR5 memory test)
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