Advantest reports strong AI/HPC demand drives SoC/Logic testing revenue and plans significant capacity expansion

Advantest discussed its market outlook, reporting that AI/HPC accounts for 80% of its SoC/Logic testing revenue. Custom ASICs are driving higher SoC testing growth, and testing complexity for GPUs/ASICs is increasing. The company plans to boost production capacity to 5,000 testers by the end of FY26 and potentially accelerate to 7,500 units due to strong demand. China contributes 20-25% of its total revenue, which is growing.