The actions of Nvidia Corp. (NVDA, Financial) fell more than 3% Friday As investors were concerned about increasing competition from Japan Semiconductor companies; The most front before has renewed its leadership in the flea test equipment. With progress in the generative demand of AI, the global market is now dominated by Adventst, where the American rival Teradyne (TER, financial) commands around 50%, according to sources.
SOC test tools should climb 32% to 324 billion JPY ($ 2.1 billion) by March 2025, the company explains. For such advanced AI chip processes such as chiplets and 3D packaging, very precise and effective tools are essential for improving yields.
R&D investments in the financial year 2024 of Advantest arrived at 65.5 billion JPY ($ 424.5 million), illustrating the importance which is attached to innovation by Advent. Much greater profitability has been made possible thanks to its R&D efficiency.
The CEO of Advantest Douglas Lefever, seeing a strong continuous growth in the demand of AI chips, considers technology as positive for industry. While Nvidia falls, this testifies to the evolution of market dynamics around evolving semiconductor technologies.
This article appeared for the first time on Gurufocus.