AMD Watch posted an update
A Zacks comparison carried by Yahoo Finance picks chip-testing supplier Teradyne over AMD, despite AMD’s growing data-centre business. It points to Teradyne’s 128% year-on-year rise in semiconductor-test revenue in the second quarter, while AMD’s data-centre revenue rose 107% to $6.7 billion.
Why it mattersThe comparison argues Teradyne’s broader AI-related testing business gives it the stronger investment case. That is an analyst’s stock view, not a verdict on which company makes the more important AI hardware. For readers following the AI supply chain, it’s a reminder that the boom reaches beyond chip designers to the equipment used to test advanced chips.
Discuss: Is Teradyne’s supplier role a stronger AI bet than AMD’s direct chip business?
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