Teradyne, Inc. (TER) Presents At Goldman Sachs Communicopia + Technology Conference 2025 Transcript

Group 1 - Teradyne operates a diverse business with a core focus on high-performance test and measurement, which includes semiconductor test and system-level test, as well as industrial robotics [1] - The test business is characterized as a mature market that has been in operation since 1960, with growth driven by new technology and market shifts [1] - Currently, the test business is entering a significant growth period primarily fueled by advancements in AI, impacting various segments of product and semiconductor testing [1] Group 2 - The robotics business is relatively new, having been established 10 years ago, indicating a different growth trajectory compared to the test business [2]