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Teradyne
Action, confidence, horizon, and decision blockers at a glance.
Fast scan of bull, bear, and watch items
High-level snapshot
Thesis highlights from the latest analysis
Scannable catalysts and supporting factors
Next few weeks
Months to a year
| Symbol | Summary |
|---|---|
| COHU | Cohu is another direct Semiconductor Test competitor named in Teradyne's 2025 10-K, so its order trends and test-equipment commentary are more relevant to TER than broad semiconductor-device peers [#10-K-2026-02-19]. |
| ASX | ASE is not an ATE supplier, but it is a useful backend/OSAT read-through because assembly and outsourced test volumes can reflect the same semiconductor production cycle that drives Teradyne tool utilization. |
Internal and external references used in this analysis