Masahiko Ishino's questions to ADVANTEST (ATEYY) leadership • Q2 2024
Question
Asked about the sufficiency of the company's current testers for next-generation HBM3 and HBM4 technologies and whether the company has adequate manufacturing capacity to meet the expected surge in HBM-related demand.
Answer
The company's existing testers are sufficient for HBM products currently on the market (HBM, HBM2, HBM3). They are actively developing next-generation testers for future standards like HBM4. Regarding capacity, they have received long-term customer forecasts and have already increased manufacturing capacity, with further increases planned for next year to meet demand.