CEO Greg Smith detailed Teradyne's strategy to capitalize on the artificial intelligence boom at the Goldman Sachs Communacopia + Technology Conference. The company expects its semiconductor test, robotics, and product test segments to benefit from increased AI spending.
Teradyne anticipates gaining market share through exposure across the entire AI value chain. This coverage spans from wafer-level testing to data center systems.
Management projects significant growth in the robotics division driven by physical AI in logistics and manufacturing. The company aims to capture more compute and custom AI silicon testing market share. Meaningful volume from these initiatives is expected to materialize in 2027.