Teradyne sees little incremental growth from mobile in CY25. Most of its will be driven by Compute (networking and ASIC). But, in 2026 Apple's move to WMCM and 2nm GAA will offer incremental test revenue. Even then, Compute will still be dominant part of growth story. The company is on the cusp of merchant GPU (Advantest core market) tester win, a market it didn't win before. If all goes will, it sees modest revenue from AI GPU testers in CY26 but will grow overtime.
Source: Sravan Kundojjala
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