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“Advantest enters SiPh test directly, sharpening the ATE duopoly contest. This move puts Advantest in head-to-head positioning against Teradyne's Photon 100 in t”
@damnang2
Advantest's new SiPh HVM test partnership locks it into the structural electro-optical test bottleneck as AI datacenter demand for co-packaged optics scales
ATEYYLONG@ $214.16
$195.94-8.51%
since call Jun 25
“This move puts Advantest in head-to-head positioning against Teradyne's Photon 100 in the EO/tester layer, with both incumbents now moving to absorb production-”
@damnang2
Teradyne's early Photon 100 silicon photonics tester is validated by Advantest's entry into the same market, confirming the EO test layer as the next major ATE spend category
TERLONG@ $474.97
$373.41-21.38%
since call Jun 25
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