TERADYNE $TER Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $1,306M (Est. $1.26B) 🟢; +70% YoY 🔹 Adj. EPS: $2.29 (Est. $2.08) 🟢 🔹 Gross Margin: 59.1% Q4 Guide: 🔹 Revenue: $1,250M-$1,350M (Est. $1.27B) 🟡 🔹 Adj. EPS: $1.95-$2.25 (Est. $2.06) 🟡 Segment Net Revenue: 🔹 Semiconductor Test: $1,072M 🔹 Product Test: $138M 🔹 Robotics: $96M Announcements: 🔹 Record Revenue: Memory and Integrated Systems Test driven by all things AI 🔹 Robotics: Highest third quarter revenue to date and achieved profitability Other Q3 Metrics: 🔹 Net Income: $342.4M Comments: 🔸 “Demand extended across the AI value chain, from memory and hard disk drive test to high-speed interconnect and robotics, driving results above the high end of our guidance. With multiple growth engines across test and robotics, we approach 2027 with a more diversified business and an expanding set of opportunities.”

Terafab Targets 2028 Production as $ASML Supply Stays Tight TrendForce, citing Reuters, reports that Musk targets Terafab’s first functional SRAM test chip for May or June 2027, followed by volume production in Q3 2028, potentially Q4. He called the schedule “very aggressive.” Equipment availability could constrain that ramp. $ASML expects demand to exceed supply through 2028, according to the report. Musk thanked suppliers for accelerating deliveries but did not directly answer whether EUV systems had been ordered. The production target therefore depends not just on developing the process, but on securing the equipment to run it. $AMAT $ASML $KLAC $LRCX Sources

Tera Portfoy Yonetimi said two of its investment funds it manages have failed to meet redemption requests, becoming the second asset manager in Turkey to announce default on some funds.

Terafab isn’t trying to beat NVIDIA. It’s building what NVIDIA can’t build alone! @JOBhakdi argues that advanced AI chips need fabs, packaging, power, supply chains, and a huge network of partners. NVIDIA is one critical piece, but Terafab could be the infrastructure connecting all of it. Think less “chip company” and more “city for the US semiconductor industry.” The bigger idea: Elon sees the bottlenecks and is building the missing pieces around them! $TSLA $SPCX $NVDA

TeRAM Emerges from Stealth with $37M to Develop 3D SRAM for AI Systems - #semiconductordigest# #semiconductors# #semiconductor# #semiconductorindustry# #semiconductorwebsite# #semiconductormagazine#