Teradyne, Inc
TERQ3 2022(TER Q2 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
Semi Test revenue was $541.3M out of $840.8M total (64.4%). AI chip testing remains a minority of the segment. Same methodology as Q1: ~8% of Semi Test estimated as AI-related. $541.3M x 0.08 = $43.3M. $43.3M / $840.8M = 5.2%, rounded to 5.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Semiconductor Test Revenues $541,348 thousand
10-Q segment note, Q2 FY2022
Total revenues $840,766 thousand
10-Q income statement, Q2 FY2022
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