reports
Advantest Opens Registration for International VOICE 2026 Developer Co...
Advantest Opens Registration for International VOICE 2026 Developer Conference, May 18-20 Premier User Test Conference to Feature 10 Technical Tracks, Partner’s Expo, Keynotes, Workshop Day and More TOKYO, Feb. 12, 2026 (GLOBE NEWSWIRE) -- Leading semiconductor test equipment supplier Advantest Corporation (TSE: 6857) has opened registration for its VOICE 2026 Developer Conference, held on May 18-20, at the Fairmont Scottsdale Princess in Scottsdale, Arizona. This year's conference is open to the international community of users and strategic partners engaged with Advantest's SoC test p...
- Pierre FerraguÊ
- Pierre FerraguÊ
- Pierre FerraguÊ
- Pierre FerraguÊ
What returns to expect on Cloud AI?
After a string of multi-GW contracts and capex announcements, the attractiveness of cloud AI returns remains a hot question amongst investors. In this report, we build a simple framework to answer that question. We estimate Cloud AI returns from CSP disclosures and what we know about large real-world contracts, and benchmark them against what we know about the economics of traditional cloud.
NOW SERVICENOW INC.
DAI DAIMLER AG
WDC WESTERN DIGITAL CORPORATION
TER TERADYNE INC.
STX SEAGATE TECHNOLOGY PLC
MPWR MONOLITHIC POWER SYSTEMS INC.
GOOGL ALPHABET INC. CLASS A
GLW CORNING INC
FB FACEBOOK INC. CLASS A
EQIX EQUINIX INC.
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION CLASS A
AVT AVNET INC.
ARW ARROW ELECTRONICS INC.
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
ASM PACIFIC TECHNOLOGY LIMITED
6723 RENESAS ELECTRONICS CORPORATION
8035 TOKYO ELECTRON LTD.
MELE MELEXIS NV
KLAC KLA CORPORATION
UMCB UNITED MICROELECTRONICS CORP (ADR)
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
VOW VOLKSWAGEN (VOW GR)
CKP CHECKPOINT SYSTEMS INC
NET CLOUDFLARE INC CLASS A
CADE CADENCE BANK
TEAM ATLASSIAN CORPORATION
CLS CELESTICA INC.
5930 SAMSUNG GROUP
- Pierre FerraguÊ
Semicap in 2026 on a single slide: the growth outlook doesn’t justify ...
Last week, we published our updated view on semicap, assessing the implications for WFE, of AI spending reaching $2-3tn in 2030. For the updated associated view on each semicap name, summarized in a single slide, follow the link below.
- Pelham Smithers
PSA Semiconductor Production Equipment: Advantest (6857 JT) FY25 Q3 Pr...
Advantest reports its FY25 Q3 results on 28 Jan, and following two blowout quarters, the question is very much can they do a “threepeat”? According to Bloomberg, consensus thinking is “no”. Analyst Pelham Smithers thinks differently.
- Pierre FerraguÊ
Strengthening AI infrastructure outlook: Implications for semicap
The last earnings season provided tangible indications that both 2026 and 2027 will be very strong growth years for AI infrastructure, a view confirmed by TSMC yesterday. Please see the link for the implications and our updated view on semicap vendors.
Advantest Wins Excellent Performance Award at TSMC’s 2025 Supply Chain...
Advantest Wins Excellent Performance Award at TSMC’s 2025 Supply Chain Management Forum TOKYO, Dec. 24, 2025 (GLOBE NEWSWIRE) -- Leading semiconductor test equipment supplier (TSE: 6857) today announced that it has been named a winner of TSMC’s Excellent Performance Award, recognized in the category of Excellent Production Support. This was Advantest’s first time winning an award at TSMC’s annual Supply Chain Management Forum. Held on November 25, SCM forum invited supplier partners from around the world to celebrate their contributions over the past year. Suppliers were recognized for ...
Advantest and Tokyo Seimitsu Announce Joint Development of Die-Level P...
Advantest and Tokyo Seimitsu Announce Joint Development of Die-Level Prober TOKYO, Dec. 16, 2025 (GLOBE NEWSWIRE) -- Leading semiconductor test equipment supplier (TSE: 6857) (“Advantest”) and (TSE: 7729) (“Tokyo Seimitsu”) announce plans to co-develop a new die-level prober, designed for the testing of high-performance computing (HPC) devices. Semiconductors are expected to become increasingly advanced and complex in the coming years. To promptly meet evolving market needs and deliver high-performance total test solutions to our customers, close collaboration across the semiconductor ...
Advantest to Showcase Latest Test Solutions at SEMICON Japan 2025 in T...
Advantest to Showcase Latest Test Solutions at SEMICON Japan 2025 in Tokyo TOKYO, Dec. 15, 2025 (GLOBE NEWSWIRE) -- Leading semiconductor test equipment supplier (TSE: 6857) will feature its latest semiconductor test solutions at SEMICON Japan 2025, which will be held from Dec. 17-19 at the Tokyo Big Sight in Tokyo, Japan. At this year’s event, Advantest will highlight its broad portfolio of leading-edge test technologies for applications such as AI and high-performance computing (HPC), advanced memory, power electronics, automotive, and wireless communications. Product and Solution Hig...
Advantest Unveils T2000 AiR2X Air-Cooled SoC and Power Analog Test Sol...
Advantest Unveils T2000 AiR2X Air-Cooled SoC and Power Analog Test Solution Compact next-gen tester doubles resource density, supports high-mix, low-volume production, and enables seamless legacy migration TOKYO, Dec. 11, 2025 (GLOBE NEWSWIRE) -- Leading semiconductor test equipment supplier (TSE: 6857) today announced the T2000 AiR2X, a next-generation air-cooled test system engineered to meet rising demand for compact, cost-efficient testers in evaluation and high-mix, low-volume production environments. The new solution is fully compatible with the conventional T2000 test system and...
Advantest Introduces Next-Generation M5241 Memory Handler to Support H...
Advantest Introduces Next-Generation M5241 Memory Handler to Support High-Performance AI Memory Devices New platform delivers high-precision temperature control, maximized uptime, and enhanced maintainability to facilitate advanced memory test TOKYO, Dec. 10, 2025 (GLOBE NEWSWIRE) -- Leading semiconductor test equipment supplier (TSE: 6857) today announced the M5241 Memory Handler, its next-generation handler developed to meet the performance, automation and cost-efficiency demands of emerging high-performance memory devices—particularly those used in artificial intelligence (AI) appli...
- Pierre FerraguÊ
Bible 3Q25 – Semicap: Cautious on 2026; not the right AI play.
Today, we are publishing the Semicap Equipment section of our 29th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Automotive, Hyperscale & Cloud, Telecom Equipment, Industrials, PCs, Enterprise IT, and Foundry. 3Q25 semicap revenues were flat QoQ, with China up...
- Pelham Smithers
PSA Semiconductors: Readthrough from Nvidia’s Q3 Results
While the FY25 Q3 results constituted a beat, they came in quite close to what the share price implied. However, the guidance for Q4 surprised on the upside. Pelham Smithers reviews the performance and outlook, with a readacross to beneficiaries in Japan and the numbers from China.
4062 IBIDEN CO. LTD.
5706 MITSUI MINING AND SMELTING COMPANY LIMITED
6723 RENESAS ELECTRONICS CORPORATION
6758 SONY CORPORATION
6857 ADVANTEST CORP.
6857 JP ADVANEST
AAPL APPLE INC.
1532533D CAMBRICON TECHNOLOGIES CORP
688256 CAMBRICON TECHNOLOGIES CORP LTD
4062.T IBIDEN CO
AAPL US LTD.
285A JT APPLE INC
KIOXIA CORPORATION (285A JT)
Advantest to Showcase Latest Test Solutions at SEMICON Europa 2025 in ...
Advantest to Showcase Latest Test Solutions at SEMICON Europa 2025 in Munich, Germany TOKYO, Nov. 13, 2025 (GLOBE NEWSWIRE) -- Leading semiconductor test equipment supplier Advantest Corporation (TSE: 6857) will feature its latest semiconductor test solutions at SEMICON Europa 2025, which will be co-located with productronica and held from Nov. 18-21 at the Messe München in Munich, Germany. As SEMICON Europa celebrates its 50th anniversary, Advantest will attend this year’s event and highlight its broad portfolio of leading-edge test technologies for applications, including AI and high-p...
- Pierre FerraguÊ
NOW SERVICENOW INC.
DAI DAIMLER AG
WDC WESTERN DIGITAL CORPORATION
TER TERADYNE INC.
STX SEAGATE TECHNOLOGY PLC
MPWR MONOLITHIC POWER SYSTEMS INC.
GOOGL ALPHABET INC. CLASS A
GLW CORNING INC
FB FACEBOOK INC. CLASS A
EQIX EQUINIX INC.
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION CLASS A
AVT AVNET INC.
ARW ARROW ELECTRONICS INC.
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
ASM PACIFIC TECHNOLOGY LIMITED
6723 RENESAS ELECTRONICS CORPORATION
8035 TOKYO ELECTRON LTD.
MELE MELEXIS NV
KLAC KLA CORPORATION
UMCB UNITED MICROELECTRONICS CORP (ADR)
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
VOW VOLKSWAGEN (VOW GR)
CKP CHECKPOINT SYSTEMS INC
NET CLOUDFLARE INC CLASS A
CADE CADENCE BANK
TEAM ATLASSIAN CORPORATION
CLS CELESTICA INC.
5930 SAMSUNG GROUP
- Dave Nicoski
- Ross LaDuke
Vermilion Int'l Compass: Global Equity Strategy
India Finally Showing Signs of Life We remain near-term bullish since our 4/22/25 Compass, and our intermediate-term outlook remains bullish as well (as of our 5/14/25 Compass), with Int'l Compass reports all echoing this sentiment. We will maintain our bullish intermediate-term view as long as market dynamics remain healthy and the SPX and ACWI-US are above 6028-6059 and $125-$126. Our bullish near-term outlook will remain in place as long as the 6-month uptrend continues on ACWI-US, which gene...
- Pierre FerraguÊ
- Rolf Bulk
Advantest Unveils MTe – Unified, Scalable Test Platform for Power Semi...
Advantest Unveils MTe – Unified, Scalable Test Platform for Power Semiconductor Devices Flexible Platform Spans from Wafer to High-End Power Module Testing TOKYO, Oct. 30, 2025 (GLOBE NEWSWIRE) -- Leading semiconductor test equipment supplier (TSE: 6857) today announced the MTe power test platform. The cutting-edge MTe redefines test efficiency and scalability to address test requirements for the fast-growing power semiconductor market. Increasing market demand for electrification across automotive, industrial, renewable energy, telecommunication and data infrastructure applications i...
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