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    Atsushi Yoshioka • Nomura Securities

    Atsushi Yoshioka's questions to Advantest Corp (ATEYY) leadership

    Atsushi Yoshioka's questions to Advantest Corp (ATEYY) leadership • Q3 2024

    Question

    Atsushi Yoshioka from Nomura Securities inquired about the impact of Edge AI devices. He asked about the extent of their contribution in 2024, their effect on test times, and how much is factored into the 2025 SoC TAM outlook.

    Answer

    Executive Douglas Lefever responded that business is still predominantly driven by data center AI, though there is some upside from Edge AI in handsets. He expects the data center to remain the 'lion's share' in 2025. He noted the definition of Edge AI is evolving to include industrial applications, which is a positive long-term driver. Test times for Edge AI will increase but will not be equivalent to data center AI test times.

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    Atsushi Yoshioka's questions to Advantest Corp (ATEYY) leadership • Q3 2024

    Question

    Atsushi Yoshioka asked about the contribution of Edge AI to Q3 SoC tester sales, how Edge AI impacts test times, and to what extent Edge AI is factored into the 2025 SoC TAM outlook.

    Answer

    Executive Douglas Lefever stated that the business is still predominantly driven by data center AI, although AI-equipped handsets are providing some upside. He expects data center AI to remain the lion's share in FY25. Lefever noted that test times for Edge AI devices will be longer than historical application processors but not as long as data center AI chips, reflecting a balance of complexity and economics. He also mentioned the definition of Edge AI is evolving to include industrial applications like robotics.

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    Atsushi Yoshioka's questions to Advantest Corp (ATEYY) leadership • Q1 2024

    Question

    Atsushi Yoshioka of Nomura Securities asked about the sales trajectory for SoC testers throughout the fiscal year. He noted the forecast implies a potential slight decline in the second half and questioned if this was due to management conservatism given short lead times, or if there was upside potential.

    Answer

    An unnamed executive confirmed the forecast implies a relatively flat to slightly declining trend for SoC sales in the second half. He acknowledged this reflects a degree of conservatism due to the uncertain environment and shorter lead times, and clarified that there are no specific negative factors anticipated that would drive sales down.

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    Atsushi Yoshioka's questions to Advantest Corp (ATEYY) leadership • Q3 2024

    Question

    Atsushi Yoshioka from Nomura Securities inquired about the contribution of Edge AI to Q3 SoC tester sales, whether it is extending test times, and how much it is factored into the 2025 SoC TAM outlook.

    Answer

    Executive Douglas Lefever responded that business is still predominantly driven by data center AI, though Edge AI in consumer handsets is providing some upside. He expects Edge AI business to grow in FY'25 but believes data center AI will remain the largest driver. Lefever noted that test times for Edge AI will be longer than for historical edge devices but not as long as for data center AI, due to differences in device complexity and economics.

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