Teradyne, Inc
TERQ4 2024(TER Q3 FY2024)Estimated10% AI
AI Revenue %
10%
AI Fair Value
$2.6B
AI Revenue (Q)
$73.7M
Total Revenue (Q)
$737.3M
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Semi Test from Q3 FY2025 restatement: $568.5M. Total revenue = $737.3M. From Q3 FY2024 disaggregated revenue: SoC $392.4M, Memory $150.4M (total Semi Test $542.7M). Memory at $150.4M is a substantial jump, driven heavily by HBM demand for AI training chips. Estimating ~55% of Memory is AI-driven ($82.7M) plus ~5% of SoC for GPU/HPC ($19.6M) = $102.3M, 70% purity = $71.6M. $71.6M / $737.3M = 9.7%, rounded to 10.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Semiconductor Test: System-on-a-Chip $392,355, Memory $150,379 (total $542,734)
10-Q disaggregated revenue, Q3 FY2024
Total revenues $737,298 thousand
10-Q income statement, Q3 FY2024
memory and compute offerings growing considerably compared to 2023
10-K FY2024, Item 1 Business
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