Can a Testing Company Become AI's Hidden Infrastructure?Teradyne has executed one of the semiconductor industry's most dramatic strategic pivots, transforming from a mobile-centric testing company into a dominant force in AI infrastructure validation. With artificial intelligence now driving over 60% of total revenue as of late 2025, the company has positioned itself at the critical junction where cutting-edge chips meet real-world deployment. Management's newly introduced "evergreen" earnings model targets $6 billion in annual revenue and non-GAAP e
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