Teradyne: The "TÜV" of the AI Revolution Makes an Impressive Comeback. Susquehanna Raises Price Target to 275 USD (+30 %)
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The stock of Teradyne (TER) continues to push forward. The company is not a glamorous AI designer, but rather the "TÜV" for the most expensive chips in the world. Virtually no high-end chip leaves the factory without Teradyne's testing systems. Teradyne acts as the gatekeeper of digital infrastructure. In a world where a single AI training run costs millions, no chip is allowed to fail. Teradyne tests the functionality of AI accelerators (GPUs/ASICs) and memory (HBM) before they are installed. They are the insurance policy for hyperscalers against...
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