ATEYY News and Press, Advantest Corp ADR From 04/26/23

2023-04-26 11:20:56 ET The following slide deck was published by Advantest Corporation in conjunction with their 2022 Q4 earnings call. For further details see: Advantest Corporation 2022 Q4 - Results - Earnings Call Presentation

2023-04-26 10:16:48 ET Advantest press release ( OTCPK:ATEYY ): FY GAAP EPS of ¥694.70. Revenue of ¥560.19B (+34.4% Y/Y). For further details see: Advantest GAAP EPS of ¥694.70, revenue of ¥560.19B

2023-04-25 08:51:50 ET Summary Advantest and Teradyne are the two duopolists, which control a substantial share of ATE (Automated Test Equipment) semiconductor testing market. Advantest counts Nvidia and AMD amongst its clients and it has a more diverse and wider base than Teradyn...

2023-03-24 04:32:18 ET Summary Disco is the market leader in slicing and dicing machines used in the preparation of semiconductors, with around 70% market share. It has a solid track record of sustained growth, high profitability, continued investment in R&D and development of...

Summary Advantest has significantly outperformed key peer Teradyne over the last 5 years, by increasing market share and boosting its earnings trajectory. Current market conditions are difficult, but the positive secular growth theme in semiconductor testers remains intact. With Adv...

Summary Teradyne and Advantest dominate the semiconductor test equipment market with a combined market share of around 95%. I expect both companies to grow in line with the overall semiconductor market (6-8% CAGR) until 2030. The balance sheets are very strong, both companies are ge...

Advantest press release ( OTCPK:ATEYY ): Q3 GAAP EPS of ¥529.01. Revenue of ¥412.78B (+37.6% Y/Y). For further details see: Advantest GAAP EPS of ¥529.01, revenue of ¥412.78B

Summary Tokyo Electron is a semiconductor equipment manufacturer and the market leader in the EUV Coater/Developer space with a 100% market share. As a Japanese company, it is rather underfollowed. The balance sheet is arguably the strongest in the industry. My DCF-Valuation ind...

Summary Teradyne is a supplier of equipment for testing and industrial applications. It is on track to achieve its second-highest revenue in its history despite some demand concerns, after having fixed supply-side issues. On the other hand, it is growing slower than competitors and ...

Summary A key factor that makes Teradyne an attractive investment opportunity is its competitive moat. The company benefits from its scale and cutting-edge technology, as well as financial resources that allow it to continue investing heavily in R&D. We consider the current valu...