On June 5, Teradyne fell 3.28% overnight, trading at $393.53/share, with trading volume of $178,300.

On the news front, the semiconductor test equipment industry is facing a severe component supply crisis that has intensified pressure on the stock. FPGA delivery lead times have surged from the previous 8-10 weeks to as long as 52 weeks, while driver ICs that were previously available for immediate purchase now require at least 10 weeks. A test equipment manufacturer was recently forced to delay delivery by three months on a multi-billion-won contract with Samsung Electronics due to component procurement delays.

The structural bottleneck spans the entire non-memory semiconductor supply chain. Intel has prioritized server CPU capacity for hyperscaler clients, causing shortages for equipment makers, with some CPU market prices tripling. As AI and data center infrastructure demand continues to surge, semiconductor chip demand and test equipment demand are expanding simultaneously, creating direct competition for the same components. Industry participants expect the supply difficulties to persist for an extended period.

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