47 annotations
DRAM tester revenue more than doubled from Q4 2022 on HBM demand and our Robotics team's execution in growing sales
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2023 Q4
18 Feb 24
we're modeling 2024 company revenue to be roughly flat year-on-year with 44% in the first half and 56% in the second half
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2023 Q4
18 Feb 24
We expect Q1 of 2024 to be down more than the normal seasonal dip, as the extraordinary Q4 shipments are digested.
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2023 Q4
18 Feb 24
we expect Storage Test will remain weak in 2024
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2023 Q4
18 Feb 24
In 2024, we expect continued Memory revenue growth
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2023 Q4
18 Feb 24
Wireless test demand is expected to remain at current levels in 2024
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2023 Q4
18 Feb 24
This drove our Memory share to a record 43% in 2023.
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2023 Q4
18 Feb 24
Automotive semi devices are forecast to grow an 11% CAGR through the midterm
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2023 Q4
18 Feb 24
While still below normal seasonality, utilization levels are beginning to inch upwards, especially in the OSATs, which points towards improving mobility and compute demand.
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2023 Q4
18 Feb 24
Our current view is that these headwinds will abate midyear
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2023 Q4
18 Feb 24
The inventory overhang now extends to parts of the legacy Automotive market, which began to soften late in Q4.
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2023 Q4
18 Feb 24
In SOC test, chip inventories remain high and subcon tester utilization remains in the 70s.
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2023 Q4
18 Feb 24
Our latest estimate of the Semi Test market for 2023 is about $4.8 billion, with $3.9 billion in SOC and $900 million in Memory test.
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2023 Q4
18 Feb 24
Although automotive was strong for most of 2023, at the end of the year, elevated inventories for our automotive customers began to slow down the rate at which they add test capacity.
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2023 Q4
18 Feb 24
Most of that decline occurred in 2023
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2023 Q4
18 Feb 24
The SOC test market has declined 21% from 2021 and the Mobility portion has contracted 55% over the same period.
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2023 Q4
18 Feb 24
2023 was the second consecutive year that the size of the semiconductor test market declined, as the industry digested record shipments in 2020 and 2021
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2023 Q4
18 Feb 24
The first quarter of 2022 was the last strong quarter before the invasion of Ukraine and slowing industrial growth began to significantly impact our results.
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2023 Q1
27 Apr 23
Robotics revenue in Q1 2023 is down 14% compared to Q1 of 2022.
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2023 Q1
27 Apr 23
our System Test group revenue will likely be down 20% to 25% for the year
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2023 Q1
27 Apr 23