Teradyne
What changed, and what is the evidence.
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🗞️ Pulse first · 3 news posts
Coverage
- 🗓️ 2026-10-22 · ✍️ RoboterminalEka's Robot Picks 1,500 Things an Hour. Its Gripper Is Rated for About 139 Days of That.
- 🗓️ 2026-10-21 · ✍️ RoboterminalSchaeffler Will Buy Thousands of Humanoids From Its Actuator Customers. Its €400 Million Order Book Doesn't Count Those Deals.
- 🗓️ 2026-10-19 · ✍️ RoboterminalFifteen Humanoids Are Loading Car Parts at 98%. The Number That Decides Their Future Is 15 Seconds.
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Timeline
What changed, and what is the evidence.
Oct 21, 2026 · Post · posted
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Teradyne is putting $300m into FormFactor for a joint push on HPC, advanced packaging, HBM and silicon-photonics test. Closing still pending. Probe cards and ATE are being glued together with equity, not just standards.… |
Takeaways | SEMICON WEST 2026 What do the companies have to say about capacity and supply/demand dynamics? Link in replies 👇 $AMAT $TER $CAMT $MKSI |
Expert call covering semiconductor testing & memory - HBM test intensity, Advantest vs. Teradyne competitive dynamics, probe card demand, and CXMT localization progress. $MU $TER $SKHY $DRAM https://t.co/bdBOWkmthz |
TrendForce: CPO Testing Supply Chain $TER $AMKR $ASX $KEYS |
Breaking: OpenAI just posted robotics engineering jobs paying up to $500,000, according to Business Insider 4 stocks worth watching if robotics becomes the meta: • TE Connectivity $TEL *Makes the connectors and wiring that link a robot's… |
Lo, we have heard of hall-lords of Odense, of Teradyne’s thanes and Universal’s arms, who first forged the friend-robot, the side-by-side smith, the force-limited limb that labors with men. Then came the east-wind workshops, swift-handed… |
Here are some of the important takeaways from Goldman Sachs Communacopia + Technology Conference 2026 and Citi’s 2026 Global TMT Conference this week: > Demand for AI compute, infrastructure, and hardware is described as vastly outpacing… |
Here are some of the important takeaways from Goldman Sachs Communacopia + Technology Conference 2026 and Citi’s 2026 Global TMT Conference this week: > Demand for AI compute, infrastructure, and hardware is described as vastly outpacing… |
"This lawsuit is @Teradyneinc Robotics’ second major case involving a Chinese robotics company in Europe this year. In February 2026, the company sued Elite Robots’ German subsidiary over alleged copyright infringement." They will write… |
Day 2 Takeaways | Goldman Sachs Communacopia + Technology Conference 2026 and Citi’s 2026 Global TMT Conference Companies I covered include: Amkor Technology $AMKR Microsoft $MSFT Sandisk $SNDK NXP Semiconductor $NXPI Dell Technologies… |
Niryo starts NR2 production, Teradyne sues JAKA, North American robot demand shifts beyond automotive, Festo launches AI-powered GripperAI, plus an expert perspective on what’s next in robotics & more |
Post Log in Sign up Post Value Investing Edge on X: "8. $TER \| Major semiconductor-test and industrial robotics play, owning Universal Robots and MiR while supplying testing equipment critical to AI chips and memory. Q2 2026 revenue… |
Gobano presents their world model, Gatik raises $200M round, Teradyne sues JAKA Germany & much more... |
This week’s edition: ➜ STÄUBLI Robotics’s latest move in intralogistics ➜ Google DeepMind’s new humanoid robotics model ➜ NVIDIA’s open model for autonomous driving ➜ Teradyne Robotics’ latest quarterly results ➜ STÄUBLI’s modular… |