Susquehanna analyst Mehdi Hosseini raised the firm’s price target on Teradyne (TER) to $200 from $133 and keeps a Positive rating on the shares. The firm said recent checks in Taiwan with key players in the AI compute supply chain indicate the company is gaining meaningful traction at TSMC (TSM), particularly for GPU “wafer sort testing.” TSMC is expected to begin acquiring Teradyne’s SoC testers for this purpose, with additional units to be purchased and consigned to OSAT partners in 2026.
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