Advantest nowcast points to revenue above ¥365B as HBM4 pulls demand forward
tengyanAI · x · 2026-07-29
Advantest, the world’s largest semiconductor test-equipment supplier, is expected to report within hours. Tessara’s nowcast puts revenue above ¥365B, above the Street’s roughly ¥335.6B–¥350B range.
- The forecast is based on supply-chain signals: TSMC’s record June quarter, Disco beating earnings, Teradyne posting record memory-test revenue, and SK hynix confirming HBM4 shipments started in Q2 with a fuller ramp in H2.
- The thesis is that HBM4 is pulling tester demand forward.
- Main risk: timing. Advantest recognizes revenue when testers ship, so if the HBM4 buying wave lands in H2 deliveries, the model may be right directionally but early.
Related event: HBM4 Demand Pulls Testing Needs Forward, Advantest Revenue May Exceed ¥365B(2 posts)→
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