Teradyne, Inc
TERQ4 2025(TER Q3 FY2025)Estimated10% AI
AI Revenue %
10%
AI Fair Value
$2.7B
AI Revenue (Q)
$76.9M
Total Revenue (Q)
$769.2M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Semi Test revenue = $605.9M out of $769.2M total (78.8%). Strong recovery in Semi Test, up significantly from Q2's $491.9M. The filing does not break out AI-specific testing revenue. Given the strong recovery and industry context of continued HBM and AI accelerator chip demand, AI chip testing revenue likely recovered alongside. Applying ~13% AI fraction of Semi Test: $605.9M x 0.13 = $78.8M. $78.8M / $769.2M = 10.2%, rounded to 10.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Semiconductor Test Revenues $605,867 thousand
10-Q segment note, Q3 FY2025
Total revenues $769,210 thousand
10-Q income statement, Q3 FY2025
AI Products Identified (Ring 1)
UltraFLEX Plus (AI GPU/HPC test)Magnum V (HBM test)Magnum EV (DDR5 memory test)Quantifi Photonics (silicon photonics test for AI interconnects)
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