Teradyne(TER) - 2023 Q3 - Earnings Call Transcript

Sure. So yeah, I'm -- I think we're both sort of working off of the same source data when it comes to like reading the tea leaves about this large customer. We don't really know what their product plans are. The things that we are watching for are how quickly 3-nanometer goes into their high-performance computing process -- products that the more of that product line that's on 3-nanometer, the more complexity there will be, and that's a tailwind towards loading. The next is what's the relationship between - ...