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Photon Capital
@PhotonCap
Seeing tech through a different wavelength. Photonics & semiconductor research
参加 April 2025
2.2K フォロー中    70K ファン
Another announcement from $TER TESTING! > This signals potential growth in memory test performance investment, alongside production capacity expansion. - $TER announced Magnum E2 on September 29, targeting LPDDR6, DDR6, GDDR7 and NAND. - The company says its Near-DUT architecture improves signal integrity and supports parallel testing across up to 64 test sites. > Faster memory requires testers to distinguish good devices from failures at operating speed, potentially creating upgrade demand beyond capacity expansion. > Its scope extends beyond dedicated HBM testing, suggesting AI-related test investment could broaden into conventional DRAM and NAND for SSDs. > The platform prepares customers to qualify emerging interfaces before production; the announcement does not establish immediate DDR6 volume production or customer orders. > Investors should watch the progression from customer qualification to production adoption and memory test revenue growth.
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