LIWEI_TW Capital(@LIWEI_TWCapital):$TER: Rubin Test Times Are Nearly Twice Blackwell’s At SEMICON West, $TER told Goldman Sachs ($GS) that test times for $NVDA’s Rubin are nearly twice Blackwell’s, according to the bank’s October 14 research note. The implication: even unchanged GPU shipment volumes could require more testing capacity if each device occupies equipment longer. That gives $TER a potential demand driver beyond unit growth. Actual equipment demand still depends on parallel testing, utilization and test-program optimization. Source: Goldman Sachs ($GS), SEMICON West 2026 research note, October 14, 2026.

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LIWEI_TW Capital@LIWEI_TWCapital

2026.10.17 03:30

$TER: Rubin Test Times Are Nearly Twice Blackwell’s At SEMICON West, $TER told Goldman Sachs ($GS) that test times for $NVDA’s Rubin are nearly twice Blackwell’s, according to the bank’s October 14 research note. The implication: even unchanged GPU shipment volumes could require more testing capacity if each device occupies equipment longer. That gives $TER a potential demand driver beyond unit growth. Actual equipment demand still depends on parallel testing, utilization and test-program optimization. Source: Goldman Sachs ($GS), SEMICON West 2026 research note, October 14, 2026.