Teradyne, Inc
TERQ1 2023(TER Q4 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-K Filing
View 10-K on SEC.govAnalysis
FY2022 annual Semi Test = $2,080.6M, 9mo = $1,599.4M, so Q4 Semi Test = $481.2M. FY2022 total = $3,155.0M, 9mo = $2,423.2M, so Q4 total = $731.8M. Semi Test was 65.8% of Q4 total. The FY2022 10-K notes 'demand in the mobility and compute segments of our Semiconductor Test business was lower due to end market slowdown' and mentions 'ramp of 3 nanometer process technology.' AI chip testing remains a modest portion. $481.2M x 0.08 = $38.5M. $38.5M / $731.8M = 5.3%, rounded to 5.0%.
Analyzed by claude-opus-4-6
Quoted Figures
2022 Semiconductor Test Revenues $2,080,590 thousand
10-K FY2022 segment note
2022 Consolidated Revenues $3,155,045 thousand
10-K FY2022 segment note
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 PlatformJ750
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix