{"slug":"teradyne","name":"Teradyne","name_en":"Teradyne","ticker":"TER","updated_at":"2026-06-21T08:18:03.157137+00:00","canonical":"https://valuechain.wiki/teradyne","kicker":"반도체 테스트 장비 (ATE)","kicker_en":"Semiconductor test equipment (ATE)","lead":"미국 반도체 자동테스트장비(ATE) 2위로 어드밴테스트와 시장을 과점(어드밴테스트·테라다인·Cohu 합산 ~55%). 2024년 메모리·SoC·컴퓨팅·ADAS 수요로 회복. 삼성·SK하이닉스·마이크론·TSMC·엔비디아 등이 고객.","lead_en":"The US No.2 in ATE, in an oligopoly with Advantest (Advantest + Teradyne + Cohu ~55%). Recovered in 2024 on memory, SoC, computing and ADAS demand. Customers include Samsung, SK hynix, Micron, TSMC and NVIDIA.","segments":{"fy":2024,"parts":[{"name":"반도체 테스트"},{"name":"로보틱스"}],"total":"2024 매출 약 $2.8B","concentration":"어드밴테스트와 ATE 과점. 메모리·SoC 테스트."},"segments_en":{"parts":[{"name":"Semiconductor test"},{"name":"Robotics"}],"total":"2024 revenue ~$2.8B","concentration":"ATE oligopoly with Advantest; memory and SoC test."},"edges":[{"direction":"revenue","counterparty":"SK하이닉스","counterparty_slug":"sk-hynix","confidence":"high","metric":{"type":"revenue","unit":"USD","basis":"연간 매출","value":2820000000,"period":"FY2024","basis_en":"annual revenue","qualifier":"approx"},"note":"SK하이닉스에 반도체 테스트 장비(ATE) 공급.","note_en":"Supplies test equipment (ATE) to SK하이닉스.","sources":[{"stance":"confirms","publisher":"한국경제","publisher_en":"Korea Economic Daily","kind":"news","lang":"ko","published_at":"2026-02-24","url":"https://www.hankyung.com/article/2026022418631","title":"테라다인 질주…반도체 호황·로봇 붐 올라탔다","title_en":"Teradyne surges on the chip upturn and robotics boom","excerpt":"테라다인, 반도체 호황에 질주.","excerpt_en":"Teradyne surges on the chip upturn."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-02-26","url":"https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=TER&type=10-K","title":"Teradyne 연례보고서 (10-K)","title_en":"Teradyne Form 10-K","excerpt":"10-K: 반도체 테스트 매출.","excerpt_en":"10-K: semiconductor-test revenue."},{"stance":"confirms","publisher":"Teradyne","publisher_en":"Teradyne","kind":"ir","lang":"en","published_at":"2025-01-01","url":"https://www.teradyne.com/semiconductor-testing/","title":"Teradyne 반도체 테스트","title_en":"Teradyne semiconductor testing","excerpt":"메모리·SoC·컴퓨팅 테스트.","excerpt_en":"Memory, SoC and computing test."}]},{"direction":"revenue","counterparty":"삼성전자","counterparty_slug":"samsung-electronics","confidence":"high","metric":null,"note":"삼성전자에 반도체 테스트 장비(ATE) 공급.","note_en":"Supplies test equipment (ATE) to 삼성전자.","sources":[{"stance":"confirms","publisher":"한국경제","publisher_en":"Korea Economic Daily","kind":"news","lang":"ko","published_at":"2026-02-24","url":"https://www.hankyung.com/article/2026022418631","title":"테라다인 질주…반도체 호황·로봇 붐 올라탔다","title_en":"Teradyne surges on the chip upturn and robotics boom","excerpt":"테라다인, 반도체 호황에 질주.","excerpt_en":"Teradyne surges on the chip upturn."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-02-26","url":"https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=TER&type=10-K","title":"Teradyne 연례보고서 (10-K)","title_en":"Teradyne Form 10-K","excerpt":"10-K: 반도체 테스트 매출.","excerpt_en":"10-K: semiconductor-test revenue."},{"stance":"confirms","publisher":"Teradyne","publisher_en":"Teradyne","kind":"ir","lang":"en","published_at":"2025-01-01","url":"https://www.teradyne.com/semiconductor-testing/","title":"Teradyne 반도체 테스트","title_en":"Teradyne semiconductor testing","excerpt":"메모리·SoC·컴퓨팅 테스트.","excerpt_en":"Memory, SoC and computing test."}]},{"direction":"revenue","counterparty":"TSMC","counterparty_slug":"tsmc","confidence":"mid","metric":null,"note":"TSMC에 반도체 테스트 장비(ATE) 공급.","note_en":"Supplies test equipment (ATE) to TSMC.","sources":[{"stance":"confirms","publisher":"한국경제","publisher_en":"Korea Economic Daily","kind":"news","lang":"ko","published_at":"2026-02-24","url":"https://www.hankyung.com/article/2026022418631","title":"테라다인 질주…반도체 호황·로봇 붐 올라탔다","title_en":"Teradyne surges on the chip upturn and robotics boom","excerpt":"테라다인, 반도체 호황에 질주.","excerpt_en":"Teradyne surges on the chip upturn."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-02-26","url":"https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=TER&type=10-K","title":"Teradyne 연례보고서 (10-K)","title_en":"Teradyne Form 10-K","excerpt":"10-K: 반도체 테스트 매출.","excerpt_en":"10-K: semiconductor-test revenue."},{"stance":"confirms","publisher":"Teradyne","publisher_en":"Teradyne","kind":"ir","lang":"en","published_at":"2025-01-01","url":"https://www.teradyne.com/semiconductor-testing/","title":"Teradyne 반도체 테스트","title_en":"Teradyne semiconductor testing","excerpt":"메모리·SoC·컴퓨팅 테스트.","excerpt_en":"Memory, SoC and computing test."}]},{"direction":"revenue","counterparty":"Micron Technology","counterparty_slug":"micron","confidence":"mid","metric":null,"note":"Micron Technology에 반도체 테스트 장비(ATE) 공급.","note_en":"Supplies test equipment (ATE) to Micron Technology.","sources":[{"stance":"confirms","publisher":"한국경제","publisher_en":"Korea Economic Daily","kind":"news","lang":"ko","published_at":"2026-02-24","url":"https://www.hankyung.com/article/2026022418631","title":"테라다인 질주…반도체 호황·로봇 붐 올라탔다","title_en":"Teradyne surges on the chip upturn and robotics boom","excerpt":"테라다인, 반도체 호황에 질주.","excerpt_en":"Teradyne surges on the chip upturn."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-02-26","url":"https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=TER&type=10-K","title":"Teradyne 연례보고서 (10-K)","title_en":"Teradyne Form 10-K","excerpt":"10-K: 반도체 테스트 매출.","excerpt_en":"10-K: semiconductor-test revenue."},{"stance":"confirms","publisher":"Teradyne","publisher_en":"Teradyne","kind":"ir","lang":"en","published_at":"2025-01-01","url":"https://www.teradyne.com/semiconductor-testing/","title":"Teradyne 반도체 테스트","title_en":"Teradyne semiconductor testing","excerpt":"메모리·SoC·컴퓨팅 테스트.","excerpt_en":"Memory, SoC and computing test."}]},{"direction":"revenue","counterparty":"NVIDIA","counterparty_slug":"nvidia","confidence":"mid","metric":null,"note":"NVIDIA에 반도체 테스트 장비(ATE) 공급.","note_en":"Supplies test equipment (ATE) to NVIDIA.","sources":[{"stance":"confirms","publisher":"한국경제","publisher_en":"Korea Economic Daily","kind":"news","lang":"ko","published_at":"2026-02-24","url":"https://www.hankyung.com/article/2026022418631","title":"테라다인 질주…반도체 호황·로봇 붐 올라탔다","title_en":"Teradyne surges on the chip upturn and robotics boom","excerpt":"테라다인, 반도체 호황에 질주.","excerpt_en":"Teradyne surges on the chip upturn."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-02-26","url":"https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=TER&type=10-K","title":"Teradyne 연례보고서 (10-K)","title_en":"Teradyne Form 10-K","excerpt":"10-K: 반도체 테스트 매출.","excerpt_en":"10-K: semiconductor-test revenue."},{"stance":"confirms","publisher":"Teradyne","publisher_en":"Teradyne","kind":"ir","lang":"en","published_at":"2025-01-01","url":"https://www.teradyne.com/semiconductor-testing/","title":"Teradyne 반도체 테스트","title_en":"Teradyne semiconductor testing","excerpt":"메모리·SoC·컴퓨팅 테스트.","excerpt_en":"Memory, SoC and computing test."}]},{"direction":"cost","counterparty":"R&D·SW (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"테스트 SW·알고리즘 R&D(비공개).","note_en":"Test software and algorithm R&D (undisclosed).","sources":[{"stance":"mentions","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-02-26","url":"https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=TER&type=10-K","title":"Teradyne 연례보고서 (10-K)","title_en":"Teradyne Form 10-K","excerpt":"R&D.","excerpt_en":"R&D."}]},{"direction":"cost","counterparty":"정밀 부품·인스트루먼트 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"테스터용 정밀 부품·계측(비공개).","note_en":"Precision parts and instruments for testers (undisclosed).","sources":[{"stance":"mentions","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-02-26","url":"https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=TER&type=10-K","title":"Teradyne 연례보고서 (10-K)","title_en":"Teradyne Form 10-K","excerpt":"부품 원가.","excerpt_en":"Component costs."}]}]}