Teradyne, Inc. (TER) Presents At Citi's 2025 Global Technology, Media And Telecommunications Conference Transcript

Group 1: Compute Segment - The compute segment has shown consistent growth, primarily driven by AI applications [1] - Growth is significantly influenced by custom ASICs at vertically integrated producers (VIPs), also known as hyperscalers [1] - Shipments in this segment are expected to be lumpy due to project ramps occurring in Q3, Q4, and Q1 [1] Group 2: Mobility Segment - The mobility segment was primarily influenced by supply chain transitions in the first half of the year [2] - The challenges faced in this segment are described as transitory and not driven by end market demand, but rather by supply chain complexities [2]