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Teradyne's compute share gain timeline: fast-follower phase takes 9-12 months per qualification, then share rises from zero to ~30% over several years. — This provides an explicit roadmap for Teradyne's share gains in the compute test market, helping investors model revenue inflection from dual-vendor qualifications at hyperscalers and GPU merchants.

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.

In 2025, the SOC TAM reached nearly $5.0 billion for compute, about $1.0 billion for mobility, just under $1.0 billion for auto/industrial, and $700 million for service; the memory TAM was just under $1.4 billion with 1.2 billion in DRAM. — Provides a detailed breakdown of the ATE TAM by end-market and reveals the massive scale of AI-driven compute testing demand versus other segments, directly benefiting companies driving this demand.