Teradyne
Teradyne provides testing equipment, including automated test equipment for semiconductors, system testing for hard disk drives, circuit boards, and electronics systems and wireless testing for devices. The firm entered the industrial automation market in 2015, into which it sells collaborative and autonomous robots for factory applications. Teradyne serves numerous end markets and geographies directly and indirectly with its products, but its most significant exposure is to semiconductor testing. Teradyne serves vertically integrated, fabless, and foundry chipmakers with its equipment.www.teradyne.com
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Search complete. 41 mentions across 18 episodes found for "Teradyne".
Sep 13, 2026
Steve D.HOST
Underneath it is Western Digital, then Marvel, then Lumentum.
Steve D.HOST
So yeah, then Hewlett Packard, then AMD, and then Teradyne.
Steve D.HOST
So yeah, they're all very, very semiconductor-y.
Steve D.HOST
Semiconductor in sort of descending order of terrible from what I can tell.
FrejaHOST
A major localized natural disaster or geopolitical event there could cause severe, unrecoverable shipment delays because they simply don't maintain fully redundant, multi-site capacity for all their hardware lines.
FrejaHOST
Second, intense consolidation from heavyweights like Advantest and Teradyne.
FrejaHOST
If Advantest aggressively bundles its dominant tester platforms with lower-cost thermal handlers, they could sever Kuhu's exposure to the AI upcycle entirely.
FrejaHOST
Third, you have the severe geopolitical overhang of US and China export controls.
ShubhamHOST
Mass Robotics surveyed 14 member companies on the new American sourcing rules, and they split dead even along the lines of where they manufacture.
ShubhamHOST
And Teradyne is suing the Chinese cobot maker Jaka in Europe's patent court over robot arm patents filed 20 years ago.
ShubhamHOST
Okay, so let me pull the week together.
ShubhamHOST
Agility Robotics put a humanoid company's real numbers on file for the first time.
Keith FoxGUEST
So, uh, my name's Keith Fox.
Keith FoxGUEST
I'm the Vice President for Product Management and Industries at, uh, Universal Robots, uh, part of Teradyne Robotics.
Keith FoxGUEST
Um, I've been, uh, here at UR for, um, almost six years, I guess.
Keith FoxGUEST
In October it'll be six years.
8 MINS LATER
JJHOST
This is something that I hear all the time.
JJHOST
So how has that shift toward more frequent product changes affected the way manufacturers think about automation and reusing robotic systems?
Keith FoxGUEST
Um, from, uh, from the Teradyne robotics side, yeah, we see that all the time.
Keith FoxGUEST
That is, that is a big challenge.
Brent SlavaHOST
It runs all week, actually.
Brent SlavaHOST
Execs from the likes of Google, Reddit, Cisco, Airbnb, Coinbase, T-Mobile, Teradyne.
Brent SlavaHOST
And then on Wednesday, NVIDIA, CrowdStrike, Credo, Lumen, Intuit, Uber, SentinelOne.
Brent SlavaHOST
The companies have been excited to highlight that they're going to have execs here.
Mike SantoliHOST
I mean, obviously, the application layer and, you know, kind of this idea of how we're going to access.
Mike SantoliHOST
By the way, as we're talking about how yesterday was all about the software, leaders of the S&P this morning, SanDisk, Seagate, Applied Materials, Lamb Research, Western Digital, Teradyne, Micron.
Mike SantoliHOST
So we're back to hardware.
Mike SantoliHOST
And so that's the toggle that's been in place.
Steve CroweHOST
Again, not the last that we'll hear on this, but I posted about this.
Steve CroweHOST
We broke the story last week that Teradyne Robotics was suing Jaka Robotics.
Steve CroweHOST
Jaka is a Chinese collaborative robot arm maker.
Steve CroweHOST
Oh, there's my Boston accent coming out.
Steve CroweHOST
Look at that.
Steve CroweHOST
robot arm maker and Teradyne Robotics sued them for alleged patent infringement, both against the hardware and software for collaborative robot arms from Universal Robots, which is one of the Teradyne Robotics subsidiaries.
Steve CroweHOST
So we wrote the story last week, broke the story, got a bunch of interaction on my LinkedIn page.
Steve CroweHOST
And we reached out to Jaka, as you're supposed to do when we learned about this, and gave them plenty of opportunity to respond to the story.
Aaron PratherHOST
What we're looking at is the case itself and where it's being tried, because the European Union has launched a new court that could settle patent lawsuits not for one country, but for multiple countries.
Aaron PratherHOST
On August 27, Teradyne Robotics filed a patent infringement case against the German subsidiary of Jaka, a collaborative robot manufacturer headquartered in China.
Aaron PratherHOST
Teradyne Robotics is based in Denmark.
Aaron PratherHOST
It's part of Teradyne, the American test equipment company, and its robotics group includes Universal Robots, also known as UR, and mobile robot maker, MIR.
Aaron PratherHOST
Universal Robots is one of the world's leading collaborative robot manufacturers.
Aaron PratherHOST
Teradyne alleges that multiple Jaka collaborative robot models infringe on hardware and software.
Aaron PratherHOST
Those are Teradyne's allegations.
Aaron PratherHOST
They have not been proven in court.
Money MarkHOST
I still am not willing to raise this red line up unless and until we start getting some DRAM orders.
Money MarkHOST
And Teradyne is going to fight that tooth and nail.
Money MarkHOST
Teradyne is the company that has all of those DRAM vendors as customers, okay? Air exited this market a long time ago and now they're trying to get back in.
Money MarkHOST
Teradyne's holding on tight.
Money MarkHOST
Okay, and the DRAM vendors are not quick to make decisions on switching over.
Money MarkHOST
So I don't see this as like a high probability bet.
Steve PlumHOST
I'm your host, Steve Plum, Editor-in-Chief for SME Media, along with my colleague, SME Conference Manager, Carl Metroff.
Steve PlumHOST
And we're joined today by Will Healy from Teradyne Robotics and Jay Call, a.k.a. the Manufacturing Millennial.
Steve PlumHOST
So in addition to their own areas of expertise, Will and Jake are passionate advocates for the manufacturing industry.
Steve PlumHOST
And I'm happy to say we'll be co-hosting two fireside chats at the Smart Manufacturing Experience Showcase at IMTS.
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