Merchant GPU and second-hyperscaler dual-platform qualification create a path to compute-test share gains, with production ramps and fast-follower conversions expected from late 2026 into 2027.
Photon 100 and co-packaged optics test entry target a new optical networking market that management expects to ramp in 2027 and reach $300 million to $700 million by 2028.
Omnyx production board test platform is expected to grow in the second half of 2026 as Teradyne expands into server board and tray assembly test for AI data centers.
MultiLane Test Products joint venture is expected to accelerate Teradyne's high-speed I/O and data-center interconnect test solutions, with growth anticipated in the second half of 2026.
Teradyne's U.S.-based robotics manufacturing center is expected to open later in 2026, adding local capacity for e-commerce, electronics manufacturing, semiconductor, and AI data-center robotics programs.
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