ATEYY - Semiconductor Watch: Advantest Likely To Sustain Its High Margins
- Operating margins in the Semiconductor Test Systems industry have flourished as of late.
- This industry is characterized by essentially a duopoly, but the long-time #2 player Advantest is now the market leader, and could be there to stay.
- Management for Advantest have a generally rosy outlook for the future despite some short-term headwinds.
- Advantest seems fairly priced at these levels and could have serious upside potential if semiconductors live up to their high growth expectations.
For further details see:
Semiconductor Watch: Advantest Likely To Sustain Its High Margins