Yoshitsugu Yamamoto's questions to Advantest Corp (ATEYY) leadership • Q1 2024
Question
Yoshitsugu Yamamoto from Mizuho Securities asked about the sustainability of the current tester demand, questioning whether customers are over-ordering or if growth will continue. He specifically focused on the impact of increasing test times for HPC and AI chips.
Answer
Makoto Nakahara, from the sales group, explained that the recent upward forecast revision was driven by unforeseen factors in the last month, including a significant expansion in advanced packaging capacity and much longer-than-expected test times for generative AI chips. He noted that utilization for the V93000 platform is near 100%. An executive added that test time unpredictability requires flexible supply capacity and close customer collaboration.