Advantest: Strategic Semiconductor Duopoly Deserves Its Premium

  • Advantest basically leads in semiconductor testing, dominating the market with Teradyne. This essentially gives ATEYY a high-barrier-to-entry and strategic duopoly that supports advanced applications like AI and 3D packaging. As for its core business, this includes SoC and memory testers. These benefit from growing chip complexity and the growing strategic importance of semiconductors.