AMD Advanced Micro Devices, Inc. Loading... : Bullish and Bearish Analyst Opinions

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12:30
Jul 29
CPO test market could be $300-$700M by 2028, but wide range reflects uncertainty over pace of scale-out adoption. — This wide range signals that CPO test is still at an inflection point; the upside case (fast scale-out ramp) could more than double the market size within two years, influencing Teradyne's optical test investments.
AMD
MED
12:30
Apr 29
Greg Smith CEO, Teradyne, Inc. TER Q1 FY26 call
Teradyne booked first multi-system production test orders for a Merchant GPU in Q1, shipping in Q2; signals potential share gains in GPU ATE market currently dominated by Advantest. — Breaks Advantest's near-monopoly on high-volume GPU test; Teradyne can now capture a slice of the fastest-growing ATE segment.
AMD
MED

About AMD Analyst Coverage

Buzzberg tracks AMD (Advanced Micro Devices, Inc.) across 1 sources. 0 bullish vs 0 bearish calls from 2 analysts. Sentiment: evenly split. 2 total trade ideas tracked. Latest voices: Michelle Turner, Greg Smith.