Teradyne, Inc
TERQ4 2023(TER Q3 FY2023)Estimated6% AI
AI Revenue %
6%
AI Fair Value
$1.4B
AI Revenue (Q)
$42.9M
Total Revenue (Q)
$714.9M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Semi Test revenue was $497.9M out of $703.7M total (70.7%). HBM/DDR5 demand for AI data centers growing. Same methodology: ~9% of Semi Test = $497.9M x 0.09 = $44.8M. $44.8M / $703.7M = 6.4%, rounded to 6.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Semiconductor Test Revenues $497,863 thousand
10-Q segment note, Q3 FY2023
Total revenues $703,732 thousand
10-Q income statement, Q3 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