Teradyne’s Surge Shows Testing Is the New Battleground

Teradyne shares jumped 11 percent today, hitting around 132.64 dollars after Susquehanna raised its price target from 133 to 200 dollars. Analysts say its role in AI chip testing at TSMC is underappreciated.

Micron is also in the spotlight. Its upcoming Q4 earnings are expected to show 45 percent year‑over‑year revenue growth, driven by demand for its high‑end memory used in AI data centers.

What this tells us: Wall Street isn’t just rewarding AI stories. It’s buying the supply chain underneath them. Companies that build or test chips are becoming the most leveraged plays in this cycle.

Tickers to watch: TER, MU, SMCI, AMAT. Also keep tabs on emerging semiconductor test equipment names that could multiply if AI demand keeps accelerating.

We’ll watch how Teradyne’s collaboration with TSMC unfolds and how Micron beats or misses their guidance. HET will have the deep dive on that soon.

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