高盛：半导体投资者会议反馈_行业情绪似乎正在改善，但未达到 2024 年上半年的程度

30 June 2025 | 9:00AM JST Among back-end process stocks, which have relatively high AI exposure, investor interest in Advantest was particularly strong. We had much discussion about the company's earnings growth potential in FY3/26 and FY3/27, driven by expectations for expanding tester demand for ASICs in addition to GPUs. Meanwhile, for Disco, while concerns remain about near-term shipment momentum, many investors commented on the stock's increasing attractiveness relative to Advantest, considering its sh ...