The increasing complexity of AI computing systems and the need for highly reliable performance in training and deploying AI models are driving demand for sophisticated testing tools, benefiting companies like Teradyne. The strong revenue growth is driven by strength in the semiconductor test segment, the company's largest, which accounted for $543 million in the first quarter. "Visibility in the second half is limited and the impact of trade policy on end-market demand is still in flux," said Teradyne CEO Greg Smith.
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