As 2025 draws to a close and investors look toward 2026, the AI infrastructure market is on a steep growth curve that shows no sign of flattening out. Industry forecasts peg global AI infrastructure spending at roughly $394 billion by 2030, expanding at a compound annual growth rate near 19.4% as hyperscalers and enterprises race to deploy ever more powerful chips. That kind of sustained buildout creates structural demand not just for the chips themselves, but for every link in the supply chain that keeps ...

Group 1 - Teradyne's stock surged nearly 20% following strong third-quarter earnings, with revenue increasing by 18% year over year and a projected revenue increase of 25% for the fourth quarter [1][2] - The Semiconductor Test Group, which accounted for almost 79% of Teradyne's sales in the third quarter, was the primary driver of growth, particularly due to demand for System-on-a-Chip (SOC) solutions for AI applications [3] - The ongoing investment in AI technologies suggests that the current growth cycle may still be in its early stages, with potential for higher long-term growth rates than currently reflected in Teradyne's valuation [5]

Core Viewpoint - The semiconductor test equipment manufacturer is positioned to gain market share according to analysts [1] Group 1 - Analysts believe the company has a better chance to capture market share in the semiconductor industry [1]

Group 1 - The article discusses Cohu, Inc. (NASDAQ: COHU) and reiterates a 'Sell' rating due to bearish technical indicators, declining revenues, and a negative earnings growth trajectory [1] - The last analysis on Cohu was conducted in May of this year, highlighting ongoing concerns regarding the company's financial performance [1] Group 2 - The focus is on the semiconductor test equipment sector, where Cohu operates, indicating challenges faced by companies in this industry [1]