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Teradyne ($TER) is probably one of the most interesting stories in the semiconductor market today.

  • A duopoly with almost 90% market share

  • Mission-critical to the semiconductor supply chain

  • Gross margins above 60% - and still expanding

  • Reported revenue growth of +87% y/y

We covered the full investment case in our latest deep dive. 👇🏼

Teradyne ($TER) Deep Dive
May 11
at
11:51 AM
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