$Teradyne(TER.US) rose over three percentage points, $KIOXIA HOLDINGS CORPORATION UNSPON ADR EACH REP 0.1 COM(KXIAY.US) rose nearly five percentage points. Both the test equipment and storage sectors are moving up with the broader semiconductor market. This storage rebound is driven by a cyclical recovery fueled by HBM and AI demand. Major NAND manufacturers like $KIOXIA HOLDINGS CORPORATION UNSPON ADR EACH REP 0.1 COM(KXIAY.US) have high elasticity. $Teradyne(TER.US)'s test equipment orders follow chip shipments, benefiting in the back-end as AI chip volumes ramp up. In this semiconductor recovery, back-end testing and storage are in a pro-cyclical position; just follow the trend 😸
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