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

Investor webinar replay

Replay transcript excerpt

We'd like to take the first question from Ms. Shikana from JPMorgan Securities. Thank you very much. This is Mia from Mia Shikana from JPMorgan. First of all, con congratulations on a very strong learning. I had a a question around around the SOC tester market. How has your view of the SOC tester market changed with your prior outlook in terms of which applications are is it GPU, ASIC, or is it CPU? And how should we think about the relative contribution from higher chip volumes, longer test times and increase in test insertions? Like, I guess it's a bit early, but are you thinking about the sustainability of the demand into next year? This is Doug. Thanks, Shikanae san, for the question. To answer on the SOC market, we're seeing very strong demand across all of those areas, GPU, custom ASIC, and CPU. And I would say most of the increase in the SOC TAM that we just announced is coming from more inference applications. And and so that's what's really driving that change more than anything in particular with the the CPU business. We do see that to be sustainable throughout this year and into next year. As to kind of a test content, I think we're continuing to see additional test content increases through test times and additional insertions, in particular for the accelerator market where three d packaging is is driving more complex devices. So that's gonna continue to be a big driver for us, but a lot of the unit volume increase on the inferencing side and CPU side is driving some of the additional market TAM increases. Thank you. And just a quick follow-up. How does CPU testing compare with GPU in terms of test time intensity? Yeah. The the test time, particularly for the package test on CPU, is gonna be quite a bit lower than what we'd see on the accelerator just bec...