Teradyne, Inc
TERQ3 2025(TER Q2 FY2025)Estimated9% AI
AI Revenue %
9%
AI Fair Value
$2.3B
AI Revenue (Q)
$58.7M
Total Revenue (Q)
$651.8M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Semi Test revenue = $491.9M out of $651.8M total (75.5%). Semi Test declined sequentially from $542.5M to $491.9M, indicating softness. No AI-specific disclosure. The Q2 FY2025 filing provides no SoC/Memory product-line disaggregation under the new segment format. AI chip testing demand likely stable but overall Semi Test down. Maintaining conservative estimate, slightly lower at 9.0% given the sequential decline suggesting AI/compute portion may have softened. $491.9M x ~0.12 = ~$59.0M. $59.0M / $651.8M = 9.1%, rounded to 9.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Semiconductor Test Revenues $491,878 thousand
10-Q segment note, Q2 FY2025
Total revenues $651,797 thousand
10-Q income statement, Q2 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