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12:30
Jul 29 ◎
Greg Smith CEO, Teradyne, Inc. TER Q2 FY26 call
Test equipment spending as a % of semi-capEX has risen from 4% in 2023 to 8% in first half 2026, reversing a decade-long trend. — This structural shift implies ATE is now growing faster than wafer fab equipment, a permanent re-rating of the test TAM that benefits Teradyne and its competitors.
KLAC
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About KLAC Analyst Coverage

Buzzberg tracks KLAC (KLA Corporation) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Latest voices: Greg Smith.