Advantest and Teradyne both reported 3Q26 this week. We believe the two calls say the same thing: the ATE TAM is growing on AI compute, and supply, not demand, is the constraint through 2027. (1/5)🧵
SemiAnalysis says Advantest and Teradyne calls show AI-driven ATE demand and supply limits
AISemiAnalysis says Advantest and Teradyne's 3Q26 earnings calls point to the same conclusion: the automated test equipment (ATE) market is growing on AI compute demand. The firm believes supply, not demand, will be the constraint through 2027.
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Original title: Advantest and Teradyne both reported 3Q26 this week. We believe the two calls say the same thing: the ATE TAM is growing on AI compute, a...