Semiconductor testing equipment supplier Teradyne, Inc., benefited from demand from Telco, and its target price has increased by Huaer Street brokers, and its share price should be rising.
According to reports fromSeeking Alpha and Barron’s, Susquehanna analyst Mehdi Hosseini published a research report on the 22nd, pointing out that a recent survey of Taiwan's AI computing supply chain found that Terida's business energy has made significant progress in Taiwan's electricity, especially in the crystal classification testing of picture processors (GPUs). This is expected to prompt Telco to purchase system single wafer (SoC) testing equipment from Terrada.
Reports say that although Terrada's NTD orders won will not bring real contributions to the acquisition until 2026, the company's impact on multiple test cycles (i.e., crystal classification and system-level tests that may be used in the future) is increasing day by day, and this positive development has not yet received a share price response.
Susquehanna believes that Terida is actively working with GPU suppliers and NTD to reduce the cost of wafer classification testing. Susquehanna's investment rating for Terida is "positive", with a target price from $133 to $200.
Terida reported a gap of 12.79% on the 22nd, closing at US$135.18, ranking among the 30 constituent stocks in the Philadelphia semiconductor index, and reached a new high since January 17.