reports
- Pelham Smithers
PSA: Semiconductors / SPE: Disco (6146 JT) - Enjoying Its Near-Monopol...
PSA: Semiconductors / SPE: Disco (6146 JT) - Enjoying Its Near-Monopoly Disco's performance has improved due to better gross margins and sales growth. The company expects continued growth in revenue and gross profit, despite some challenges. Future growth is anticipated in the AI chip and SiC markets.
Advantest to Showcase Latest IC Test Solutions at SEMICON China 2025, ...
Advantest to Showcase Latest IC Test Solutions at SEMICON China 2025, March 26-28 in Shanghai TOKYO, March 18, 2025 (GLOBE NEWSWIRE) -- Leading semiconductor test equipment supplier Advantest Corporation (TSE: 6857) will showcase its latest test solutions at SEMICON China 2025 on March 26-28 at the Shanghai New International Expo Centre in Shanghai. Advantest will highlight its broad portfolio of leading-edge test technology for applications, including advanced memory, automotive, RF wireless communications and CMOS image sensors. Product DisplaysAdvantest will be located at booth #443...
- Pierre FerraguÊ
Bible 4Q24 – Memory: AI HBM accelerating, cycle elsewhere close to a b...
Today, we are publishing the Memory section of our 26th 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. DRAM COGS increased 7% QoQ, with HBM up 65%, accounting for virtually all the growth. HBM demand remains strong, with revenues expected to more than double in 2025. The non-datacenter outlook is still blea...
- Pelham Smithers
- Pierre FerraguÊ
Bible 4Q24 – Semicap: everyone aims to gain share in a muted WFE marke...
Today, we are publishing the Semicap Equipment section of our 26th 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. Semicap equipment revenues were up 10% QoQ with non-Chinese spending recovering and Chinese spending beginning to decline. Vendors expect Chinese spending to decline significantly in 2025 but st...
- Pierre FerraguÊ
- Rolf Bulk
Advantest to Showcase IC Test Solutions at IESA Vision Summit 2025, Ma...
Advantest to Showcase IC Test Solutions at IESA Vision Summit 2025, March 5-7 in Gujarat, India TOKYO, Feb. 27, 2025 (GLOBE NEWSWIRE) -- Leading semiconductor test equipment supplier Advantest Corporation (TSE: 6857) will showcase its latest test solutions at IESA Vision Summit 2025 on March 5-7 at the Mahatma Mandir, Convention and Exhibition Centre in Gandhinagar, Gujarat, India. Advantest will highlight its broad portfolio of leading-edge test technology for applications, including advanced memory, automotive, artificial intelligence (AI) and high-performance computing (HPC). The IESA...
- Pierre FerraguÊ
MULTIMEDIA UPDATE -- Advantest Introduces SiConic: Groundbreaking Solu...
MULTIMEDIA UPDATE -- Advantest Introduces SiConic: Groundbreaking Solution for Automated Silicon Validation SiConic Delivers Unified Software and Hardware Environment to Enable Scalable Ecosystem for Automated Silicon Validation TOKYO, Feb. 20, 2025 (GLOBE NEWSWIRE) -- Leading semiconductor test equipment supplier (TSE: 6857) today unveiled SiConic: a scalable solution for automated silicon validation. Designed to address the increasing complexity of advanced systems-on-chip (SoCs), SiConic enables design verification (DV) and silicon validation (SV) engineers to achieve faster sign-of...
Advantest Introduces SiConic: Groundbreaking Solution for Automated Si...
Advantest Introduces SiConic: Groundbreaking Solution for Automated Silicon Validation SiConic Delivers Unified Software and Hardware Environment to Enable Scalable Ecosystem for Automated Silicon Validation TOKYO, Feb. 20, 2025 (GLOBE NEWSWIRE) -- Leading semiconductor test equipment supplier (TSE: 6857) today unveiled SiConic: a scalable solution for automated silicon validation. Designed to address the increasing complexity of advanced systems-on-chip (SoCs), SiConic enables design verification (DV) and silicon validation (SV) engineers to achieve faster sign-off with unparalleled r...
Advantest to Showcase Latest Test Solutions at SEMICON Korea 2025, Feb...
Advantest to Showcase Latest Test Solutions at SEMICON Korea 2025, Feb. 19-21, in Seoul TOKYO, Feb. 13, 2025 (GLOBE NEWSWIRE) -- Leading semiconductor test equipment supplier Advantest Corporation (TSE: 6857) will showcase its latest test solutions at SEMICON Korea 2025 on Feb. 19-21 at COEX in Seoul, South Korea. Advantest will highlight its broad portfolio of leading-edge test technology for applications, including advanced memory, 5G, artificial intelligence (AI) and high-performance computing (HPC). In addition, as one of the founding members of SEMI’s , the company plans to promote i...
Advantest Unveils T5801 Ultra-High-Speed Memory Test System to Power N...
Advantest Unveils T5801 Ultra-High-Speed Memory Test System to Power Next-Generation DRAM Devices Flexible Platform Delivers Unmatched Speed, Performance and Accuracy TOKYO, Feb. 12, 2025 (GLOBE NEWSWIRE) -- Leading semiconductor test equipment supplier Advantest Corporation (TSE: 6857) today announced the T5801 Ultra-High-Speed DRAM Test System. The cutting-edge platform is engineered to support the latest advancements in high-speed memory technologies – including GDDR7, LPDDR6, and DDR6 – critical to meeting the growing demands of artificial intelligence (AI), high-performance computi...
- Pierre FerraguÊ
- Rolf Bulk
- Pierre FerraguÊ
- Rolf Bulk
Advantest Opens Registration for International VOICE 2025 Developer Co...
Advantest Opens Registration for International VOICE 2025 Developer Conference, May 12-14 Premier User Test Conference to Feature Nine Technical Tracks, Partner’s Expo, Keynotes, Workshop Day and More TOKYO, Feb. 06, 2025 (GLOBE NEWSWIRE) -- Leading semiconductor test equipment supplier Advantest Corporation (TSE: 6857) has opened registration for its VOICE 2025 Developer Conference, held on May 12-14, at the AT&T Conference Center in Austin, Texas. This year's conference is open to the international community of users and strategic partners engaged with Advantest's SoC test platforms, ...
- Pierre FerraguÊ
- Pierre FerraguÊ
Advantest Forms Strategic Partnerships with FormFactor and Technoprobe
Advantest Forms Strategic Partnerships with FormFactor and Technoprobe Makes Small Minority Investments in Each Company to Advance Technology Development TOKYO, Jan. 08, 2025 (GLOBE NEWSWIRE) -- Leading semiconductor test equipment supplier Advantest Corporation (TSE: 6857) (“the Company”) announced that it has entered into small minority investments and partnership agreements with both Technoprobe SpA (“Technoprobe”) and FormFactor, Inc (“FormFactor”). Advantest is in discussions with, and will continue to evaluate investments in, additional probe card manufacturers as well as other cr...
- Pierre FerraguÊ
The Tech Infrastructure Quarterly Bible 3Q24
We publish today our comprehensive Quarterly Bible: 238 pages of detailed analyses on what happened in the last 3 months, and how we interpret it, in light of our current convictions. The first section acts as a PM summary, outlining our key findings, and latest thoughts on the semi cycle, in 6 slides.
ANET ARISTA NETWORKS INC.
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
TSLA TESLA INC
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
LRCX LAM RESEARCH CORPORATION
INTC INTEL CORPORATION
AMAT APPLIED MATERIALS INC.
NOKIA NOKIA OYJ
BSI BE SEMICONDUCTOR INDUSTRIES N.V.
2330 TSMC
SOI SOITEC SA
9984 SOFTBANK GROUP CORP.
8035 TOKYO ELECTRON LTD.
KLAC KLA CORPORATION
NOAA NOKIA TRADEGATE EXCHANGE
CSCO ASML HOLDING N.V.
ASML CISCO SYSTEMS INC.
AMD ASML HOLDING NV
AAPL ADVANCED MICRO DEVICES INC.
MSFT APPLE INC.
AVGO MICROSOFT CORPORATION
SOH1 BROADCOM INC.
BESI SOITEC
UBER UBER TECHNOLOGIES INC.
ERIC.B ERICSSON
ERIC-B ERICSSON LM-B SHS
ERICB EU GRABTAXI HOLDINGS PTE LTD
0967655D WOLFSPEED INC
WOLF GRAB HLDGS LTD
GRAB ARM HOLDINGS PLC
Advantest to Showcase Latest Test Solutions at SEMICON Japan 2024, Dec...
Advantest to Showcase Latest Test Solutions at SEMICON Japan 2024, Dec. 11-13, in Tokyo TOKYO, Dec. 10, 2024 (GLOBE NEWSWIRE) -- Leading semiconductor test equipment supplier Advantest Corporation (TSE: 6857) will showcase its latest test solutions at SEMICON Japan 2024 on Dec. 11-13 at the Tokyo Big Sight in Tokyo, Japan. Advantest will highlight its broad portfolio of leading-edge test technology for applications, including advanced memory, 5G, artificial intelligence (AI) and high-performance computing (HPC). As Advantest celebrates its 70th anniversary this year, the company will hono...
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