Teradyne, Inc
TERQ4 2022(TER Q3 FY2022)Estimated5% AI
AI Revenue %
5%
AI Fair Value
$1.1B
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 $575.7M out of $827.1M total (69.6%). AI chip testing estimated at ~8% of Semi Test: $575.7M x 0.08 = $46.1M. $46.1M / $827.1M = 5.6%, rounded conservatively to 5.0%. No AI-specific figures in filing.
Analyzed by claude-opus-4-6
Quoted Figures
Semiconductor Test Revenues $575,704 thousand
10-Q segment note, Q3 FY2022
Total revenues $827,073 thousand
10-Q income statement, Q3 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