Teradyne grows around compute. Revenue rose 70% YoY to $1.31B with nearly 80% outside compute and record memory sales. N | Hanami
Teradyne grows around compute. Revenue rose 70% YoY to $1.31B with nearly 80% outside compute and record memory sales. New hyperscaler ASIC ramps are weighted to mid-to-late 2027. (3/5)
Reply to @SemiAnalysis_: Advantest leads compute. SoC tester share rose from 56% to 66%, FY26 SoC guidance went up 10.6% to ¥1,375B on shipments ahead of plan, and the 10,000-system capacity target is being pulled forward. (2/5)(Historical earnings: For fiscal 2026FY (period ended 2026-09-03), Micron Technology reported basic EPS of 75.38, diluted EPS of 74.33, net income of USD 84.969 billion, and revenue of USD 133.188 billion.
Consensus expectations: For the next upcoming period 2026Q4 (event date 2026-09-30), consensus EPS estimate is 32.5625; no revenue estimate is available.)