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    Shouichirou Kamisaki • Tokai Tokyo Financial Holdings, Inc.

    Shouichirou Kamisaki's questions to Advantest Corp (ATEYY) leadership

    Shouichirou Kamisaki's questions to Advantest Corp (ATEYY) leadership • Q3 2024

    Question

    Shouichirou Kamisaki from Tokai Tokyo Intelligence noted that Q3 SoC tester sales were flat quarter-over-quarter while memory tester sales accelerated. He asked about the underlying differences in demand trends between SoC and memory customers during the quarter.

    Answer

    An executive explained that while generative AI drives strong demand for both segments, the Q3 acceleration in memory tester sales was a reflection of customer delivery timeline requirements. Many international customers, operating on a calendar year basis, concentrated their delivery requests in Q3. Underlying SoC demand momentum did not see a significant change.

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    Shouichirou Kamisaki's questions to Advantest Corp (ATEYY) leadership • Q3 2024

    Question

    Shouichirou Kamisaki questioned the difference in Q3 performance between SoC testers, which were flat quarter-over-quarter, and memory testers, which saw accelerated growth, asking if this reflected a change in underlying demand.

    Answer

    An executive explained that strong generative AI demand impacts both SoC and memory. The Q3 acceleration in memory tester shipments was primarily a reflection of meeting customer delivery timeline requirements, as many international customers operate on a calendar year basis and had requests concentrated in the quarter. Makoto Nakahara added that while SoC demand is strong, there were no outstanding changes in Q3.

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    Shouichirou Kamisaki's questions to Advantest Corp (ATEYY) leadership • Q3 2024

    Question

    Shouichirou Kamisaki of Tokai Tokyo Intelligence Laboratory questioned why Q3 SoC tester sales were flat quarter-over-quarter while memory tester sales accelerated, asking about the differences in customer behavior.

    Answer

    An executive explained that while generative AI drives strong demand for both SoC and memory, the Q3 acceleration in memory tester shipments was primarily due to meeting specific customer delivery timelines. Many international customers operate on a calendar year basis and had concentrated delivery requests in the quarter, which Advantest worked to fulfill. The underlying demand momentum for SoC testers did not see a significant change in Q3.

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