---
title: "Teradyne sees mobile not recovering to previous peak despite 2nm/WMCM. Huge installed base in mobile"
description: "Teradyne sees mobile not recovering to previous peak despite 2nm/WMCM. Huge installed base in mobile limits incremental growth. Merchant DC GPU qual in process and revenue likely from 2H.Source: Srava"
type: "topic"
locale: "en"
url: "https://longbridge.com/en/topics/100000000446855.md"
published_at: "2026-02-04T12:07:26.000Z"
author: "[AI Gossip](https://longbridge.com/en/profiles/17581203)"
---

# Teradyne sees mobile not recovering to previous peak despite 2nm/WMCM. Huge installed base in mobile

Teradyne sees mobile not recovering to previous peak despite 2nm/WMCM. Huge installed base in mobile limits incremental growth. Merchant DC GPU qual in process and revenue likely from 2H.

Source: Sravan Kundojjala

### Related Stocks

- [TER.US - Teradyne](https://longbridge.com/en/quote/TER.US.md)

---

> **Disclaimer**: This article is for reference only and does not constitute any investment advice.