Teradyne (TER) saw an 8.8% increase after Stifel upgraded its rating, citing the company's underappreciated role in AI-focused semiconductor testing and networking. This upgrade highlights Teradyne's shift in revenue toward AI GPU and ASIC test solutions, reinforcing its pivotal position in developing advanced compute systems. Investors in Teradyne need to believe that this growing complexity in semiconductor testing and AI compute, along with eventual robotics contributions, will sustain demand for its platforms.

泰瑞達

<p>泰瑞達 (Teradyne, TER) 在斯蒂費爾 (Stifel) 上調評級後上漲了 8.8%，該公司指出其在人工智能（AI）專注的半導體測試和網絡中的被低估角色。這次升級突顯了泰瑞達在收入上向 AI GPU 和 ASIC 測試解決方案的轉變，強化了其在開發先進計算系統中的關鍵地位。泰瑞達的投資者需要相信，半導體測試和 AI 計算日益增長的複雜性，以及最終的機器人貢獻，將持續推動其平台的需求</p>

泰瑞達（TER）在 Stifel 的 AI 測試升級後股價上漲了 8.8%