TT101 COMPANY RESEARCH · LAST UPDATED 25 SEP 2026
$TER
SELECT
TT101 SETUP
Core + Leader + Trending M Support · Price 387.70 · M Support 380.60
RESEARCH STATUS
SELECT
Thesis Summary
AI-driven compute and memory test demand supports one of today’s strongest structural convergence setups.
Growth & Cash Flow
Q2 revenue +104%. Record memory revenue came from DRAM strength and a NAND rebound.
Catalysts
AI compute, DRAM strength and NAND recovery.
Risks
Semiconductor test is cyclical and sensitive to memory pricing and capex expectations.
Current TT101 Watch
Track memory pricing, semiconductor capex and next earnings commentary.
Update History
25 Sep 2026 — Initial TT101 research record. Current thesis, latest fundamental evidence, setup context and key risks established from Daily Market Intelligence Issue 64.
Research source: Teradyne Q2 2026 IR. TT101 research is informational and educational.
