Advantest Corp Sp/Adr (ATEYY) Q1 2026 Earnings Call

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WEBVTT NOTE Transcription provided by Deepgram Request Id: 01a0422f-4b6f-7552-9efb-44f26202e468 Created: 2026-08-27T07:46:35.015Z Duration: 4148.376 Channels: 1 00:00:06.879 -- 00:00:08.400 We'd like to take the first question from 00:00:08.400 -- 00:00:10.719 Ms. Shikana from JPMorgan Securities. 00:00:11.440 -- 00:00:12.960 Thank you very much. This is Mia from 00:00:12.960 -- 00:00:14.320 Mia Shikana from JPMorgan. 00:00:14.934 -- 00:00:17.095 First of all, con congratulations 00:00:17.095 -- 00:00:19.015 on a very strong learning. I had a 00:00:19.015 -- 00:00:21.574 a question around around the SOC tester market. 00:00:21.735 -- 00:00:23.735 How has your view of the SOC tester 00:00:23.735 -- 00:00:26.294 market changed with your prior outlook in terms 00:00:26.294 -- 00:00:29.494 of which applications are is it GPU, 00:00:29.494 -- 00:00:31.630 ASIC, or is it CPU? 00:00:31.790 -- 00:00:33.470 And how should we think about the relative 00:00:33.470 -- 00:00:36.110 contribution from higher chip volumes, longer test times 00:00:36.110 -- 00:00:37.790 and increase in test insertions? 00:00:37.790 -- 00:00:39.470 Like, I guess it's a bit early, 00:00:39.630 -- 00:00:41.790 but are you thinking about the sustainability of 00:00:41.790 -- 00:00:42.910 the demand into next year? 00:01:11.645 -- 00:01:14.125 This is Doug. Thanks, Shikanae san, for the 00:01:14.125 -- 00:01:14.845 question. 00:01:15.965 -- 00:01:18.205 To answer on the SOC market, 00:01:18.205 -- 00:01:22.045 we're seeing very strong demand across all of 00:01:22.045 -- 00:01:25.485 those areas, GPU, custom ASIC, and CPU. And 00:01:25.485 -- 00:01:26.125 I would say 00:01:27.219 -- 00:01:30.259 most of the increase in the SOC TAM 00:01:30.259 -- 00:01:31.939 that we just announced 00:01:32.179 -- 00:01:3...