{"slug":"advantest","name":"Advantest","name_en":"Advantest","ticker":"6857.T","updated_at":"2026-07-12T06:14:35.396+00:00","canonical":"https://valuechain.wiki/advantest","same_as":["https://finance.yahoo.com/quote/6857.T"],"citable":"밸류체인 그래프 기준 Advantest의 직접 연결 기업은 11곳(관계 기준 공급 0·매출 11)이고, 사슬을 2차까지 넓히면 32곳에 닿는다. 링크의 근거 출처는 17건이며 그중 1차공시가 2건이다 (valuechain.wiki, 2026-07-12 기준).","citable_en":"Per the valuechain.wiki graph, Advantest is directly linked to 11 companies (0 supply, 11 revenue relationships) and reaches 32 companies within two hops; the links are backed by 17 dated sources, 2 of them primary filings (as of 2026-07-12).","kicker":"반도체 테스트 장비 (ATE) 세계 1위","kicker_en":"World No.1 in semiconductor test equipment (ATE)","lead":"반도체 자동테스트장비(ATE) 세계 1위(점유율 ~58%, 메모리 테스트 ~46%). FY2024 매출 ¥7,797억(약 $5.11B, +60%). HBM·SoC 테스트의 압도적 강자로 SK하이닉스·삼성·마이크론·TSMC·엔비디아 칩 검사에 쓰인다. \"테스트 업계의 ASML\".","lead_en":"The world’s No.1 in automated test equipment (ATE) (~58% share; ~46% in memory test). FY2024 revenue ¥779.7B (~$5.11B, +60%). Dominant in HBM and SoC test, used to test chips from SK hynix, Samsung, Micron, TSMC and NVIDIA. Often called “the ASML of test.”","segments":{"fy":2026,"parts":[{"desc":"SoC·메모리 자동테스트장비(ATE) 세계 1위. AI·데이터센터 수요로 HPC/AI 매출 비중 60→90%, HBM3e/HBM4 테스트가 독립 성장 곡선.","name":"테스터 (SoC·메모리)","share":"ATE 세계 ~58%"}],"total":"FY2026(2026.3) 매출 ¥1조1,286억(+44.7%)·영업익 ¥4,991억(마진 44.2%, ATE 세계 1위)","concentration":"SK·삼성·마이크론·TSMC·엔비디아. HBM 테스트 핵심."},"segments_en":{"fy":2026,"parts":[{"desc":"World No.1 in SoC/memory ATE. AI/datacenter demand lifted HPC/AI mix 60%→90%; HBM3e/HBM4 test on an independent growth curve.","name":"Testers (SoC, memory)","share":"~58% of ATE"}],"total":"FY2026 (ended Mar 2026) revenue JPY 1,128.6bn (+44.7%), operating profit JPY 499.1bn (44.2% margin; world No.1 ATE)","concentration":"SK, Samsung, Micron, TSMC, NVIDIA; critical for HBM test."},"returns_yearly":{"2021":17,"2022":-2.3,"2023":155.7,"2024":49.5,"2025":196,"2026":17.1},"return_asof":"2026-07-10","value_chain":{"leading":[{"slug":"dell","name":"Dell","name_en":"Dell Technologies","tier":3,"returns_yearly":{"2021":51.2,"2022":-26.6,"2023":95.9,"2024":53,"2025":11.2,"2026":248.1}},{"slug":"seagate","name":"Seagate","name_en":"Seagate 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Systems","tier":2,"returns_yearly":null},{"slug":"kioxia","name":"키옥시아","name_en":"Kioxia","tier":1,"returns_yearly":{"2025":1082.1,"2026":260.5}},{"slug":"jcet","name":"JCET","name_en":"JCET (Jiangsu Changjiang Electronics)","tier":1,"returns_yearly":{"2021":-34,"2022":0.2,"2023":-15.2,"2024":73.3,"2025":28,"2026":104.6}},{"slug":"tsmc","name":"TSMC","name_en":"TSMC","tier":1,"returns_yearly":{"2021":12.1,"2022":-36.7,"2023":42.3,"2024":92.6,"2025":55.9,"2026":43.6}},{"slug":"powertech","name":"파워텍 (PTI)","name_en":"Powertech Technology (PTI)","tier":1,"returns_yearly":{"2021":4.8,"2022":-7.5,"2023":86,"2024":-16,"2025":128.6,"2026":26}},{"slug":"hana-micron","name":"하나마이크론","name_en":"Hana Micron","tier":1,"returns_yearly":{"2021":109,"2022":-41,"2023":143.5,"2024":-52.4,"2025":269.3,"2026":5.3}},{"slug":"kyec","name":"KYEC","name_en":"King Yuan Electronics (KYEC)","tier":1,"returns_yearly":{"2021":26.7,"2022":-7.7,"2023":132.4,"2024":38.6,"2025":171,"2026":4.2}},{"slug":"sfa-semicon","name":"SFA반도체","name_en":"SFA Semicon","tier":1,"returns_yearly":{"2021":-5.8,"2022":-34.1,"2023":48.7,"2024":-48.7,"2025":139.8,"2026":-31.8}}],"benefiting":[],"analysis":"어드밴테스트의 논지는 HBM·AI 칩 테스트의 사실상 표준이라는 위치다. 반도체 자동테스트장비(ATE) 세계 1위(약 58%, 메모리 테스트 약 46%)로 '테스트 업계의 ASML'이라 불리며, SK하이닉스·삼성·마이크론·TSMC·엔비디아 칩 검사에 쓰인다 — AI 칩·HBM은 테스트 시간·복잡도가 급증해 웨이퍼당·다이당 테스터 소요가 커지는 구조라, AI 붐이 곧 ATE 수요다. FY2024 매출 약 $5.11B(+60%)의 급증이 그 증거다. 수요단(SK·삼성·마이크론)이 본주를 앞서 있어 고객 캐파·HBM 램프가 실적을 먼저 끈다. 원가단은 정밀 부품·테스트 SW R&D에 의존한다. 재평가 트리거는 HBM4·AI 칩 테스트 강도, 고객 캐파 사이클, 그리고 SoC 테스트 점유다.","analysis_en":"Advantest's thesis is its position as the de-facto standard for HBM and AI-chip test. The world No.1 in automated test equipment (ATE) at ~58% (~46% in memory test), often called 'the ASML of test,' its tools test chips from SK hynix, Samsung, Micron, TSMC and NVIDIA — AI chips and HBM sharply raise test time and complexity, lifting tester needs per wafer and per die, so the AI boom is ATE demand. The +60% surge to ~$5.11B in FY2024 revenue is the evidence. With demand-side customers (SK, Samsung, Micron) ahead of the stock, their capacity and HBM ramp pull results first. On the cost side it depends on precision components and test-software R&D. Re-rating triggers are HBM4/AI-chip test intensity, the customer capacity cycle, and SoC-test share.","analysis_asof":"2026-07-10"},"edges":[{"direction":"revenue","counterparty":"SK하이닉스","counterparty_slug":"sk-hynix","confidence":"high","metric":{"type":"share","unit":"%","basis":"반도체 테스트 장비 세계 점유율","value":58,"period":"2024","basis_en":"global ATE share"},"note":"SK하이닉스에 ATE 공급 — HBM 테스트의 핵심 장비로, HBM 캐파 램프가 곧 어드밴테스트 수요.","note_en":"Supplies ATE to SK hynix — the core tool for HBM test, where the HBM capacity ramp is Advantest demand.","sources":[{"stance":"mentions","publisher":"애널리스트 분석","publisher_en":"Analyst analysis","kind":"research","lang":"en","published_at":"2026-05-01","url":"https://note.com/proper_spirea854/n/n3ea958440bde","title":"어드밴테스트(6857) 분석 — AI 테스트 대장주, FY2027 영업익 +25.7% 가이던스","title_en":"Advantest (6857) analysis — AI-test leader; FY2027 operating profit guided +25.7%","excerpt":"AI 테스트 대장주 — FY2027 매출 ¥1조4,200억(+25.8%)·영업익 ¥6,275억(+25.7%) 가이던스.","excerpt_en":"AI-test leader — FY2027 guidance revenue JPY 1,420bn (+25.8%), operating profit JPY 627.5bn (+25.7%)."},{"stance":"confirms","publisher":"어드밴테스트","publisher_en":"Advantest","kind":"filing","lang":"en","published_at":"2026-04-28","url":"https://www.advantest.com/en/news/2026/a81o6o0000000hgw-att/E_FR_FY2025_FN.pdf","title":"어드밴테스트 FY2026(2026년 3월기) 연결 결산(IFRS)","title_en":"Advantest FY2025 (year ended March 2026) Consolidated Financial Results (IFRS)","excerpt":"어드밴테스트 FY2026 매출 ¥1조1,286억(+44.7%)·영업익 ¥4,991억(마진 44.2%). AI·데이터센터 테스트 수요로 HPC/AI 매출 비중 60→90%. SK하이닉스에 HBM3e·HBM4 메모리 테스터 공급.","excerpt_en":"Advantest FY2026 revenue JPY 1,128.6bn (+44.7%), operating profit JPY 499.1bn (44.2% margin); HPC/AI mix rose 60%→90% on AI/datacenter test demand. Supplies HBM3e·HBM4 메모리 테스터 to SK하이닉스."},{"stance":"confirms","publisher":"알파비즈","publisher_en":"AlphaBiz","kind":"news","lang":"ko","published_at":"2025-09-01","url":"https://alphabiz.co.kr/news/view/1065571888915355","title":"어드밴테스트, HBM 테스터 시장 압도적 기술력","title_en":"Advantest dominates the HBM tester market","excerpt":"HBM 테스터 압도적 기술력, SK하이닉스 등.","excerpt_en":"Dominant HBM tester tech; SK hynix and others."},{"stance":"confirms","publisher":"어드밴테스트 / EDINET","publisher_en":"Advantest / EDINET","kind":"filing","lang":"ja","published_at":"2025-06-20","url":"https://irbank.net/E01950/edinet","title":"어드밴테스트 有価証券報告書 (EDINET)","title_en":"Advantest Annual Securities Reports (EDINET)","excerpt":"有報: ATE 매출·고객(반도체 제조사).","excerpt_en":"Annual Securities Report: ATE revenue and chipmaker customers."},{"stance":"confirms","publisher":"어드밴테스트","publisher_en":"Advantest","kind":"ir","lang":"en","published_at":"2025-06-01","url":"https://www.advantest.com/document/en/investors/ir-library/annual/E_02_IAR2025.pdf","title":"어드밴테스트 통합연차보고서 2025","title_en":"Advantest Integrated Annual Report 2025","excerpt":"연차보고서: ATE 매출·고객.","excerpt_en":"Annual report: ATE revenue and customers."},{"stance":"confirms","publisher":"Mordor Intelligence","publisher_en":"Mordor","kind":"analysis","lang":"en","published_at":"2025-01-01","url":"https://www.mordorintelligence.com/industry-reports/semiconductor-test-equipment-market","title":"테스트 장비 시장(Advantest·Teradyne·Cohu 55%)","title_en":"Test equipment market","excerpt":"테스트 장비 세계 ~58% 1위.","excerpt_en":"No.1 in test equipment at ~58%."}]},{"direction":"revenue","counterparty":"KYEC","counterparty_slug":"kyec","confidence":"high","metric":{"fy":2026,"op_jpy_bn":499.1,"relationship":"SoC 테스터(위탁 테스트)","op_margin_pct":44.2,"hpc_ai_mix_pct":90,"revenue_jpy_bn":1128.6,"revenue_yoy_pct":44.7},"note":"KYEC에 테스트 장비(ATE) 공급.","note_en":"Supplies test equipment (ATE) to KYEC.","sources":[{"stance":"confirms","publisher":"어드밴테스트","publisher_en":"Advantest","kind":"filing","lang":"en","published_at":"2026-04-28","url":"https://www.advantest.com/en/news/2026/a81o6o0000000hgw-att/E_FR_FY2025_FN.pdf","title":"어드밴테스트 FY2026(2026년 3월기) 연결 결산(IFRS)","title_en":"Advantest FY2025 (year ended March 2026) Consolidated Financial Results (IFRS)","excerpt":"어드밴테스트 FY2026 매출 ¥1조1,286억(+44.7%)·영업익 ¥4,991억(마진 44.2%). AI·데이터센터 테스트 수요로 HPC/AI 매출 비중 60→90%. KYEC에 SoC 테스터(위탁 테스트) 공급.","excerpt_en":"Advantest FY2026 revenue JPY 1,128.6bn (+44.7%), operating profit JPY 499.1bn (44.2% margin); HPC/AI mix rose 60%→90% on AI/datacenter test demand. Supplies SoC 테스터(위탁 테스트) to KYEC."},{"stance":"confirms","publisher":"KYEC","publisher_en":"KYEC","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.kyec.com.tw/en/","title":"KYEC IR","title_en":"KYEC IR","excerpt":"KYEC에 테스트 장비(ATE) 공급.","excerpt_en":"Supplies test equipment (ATE) to KYEC."},{"stance":"confirms","publisher":"Mordor Intelligence","publisher_en":"Mordor","kind":"analysis","lang":"en","published_at":"2025-01-01","url":"https://www.mordorintelligence.com/industry-reports/osat-market/companies","title":"OSAT 테스트 전문 KYEC","title_en":"KYEC, a pure-play test OSAT","excerpt":"KYEC에 테스트 장비(ATE) 공급.","excerpt_en":"Supplies test equipment (ATE) to KYEC."}]},{"direction":"revenue","counterparty":"삼성전자","counterparty_slug":"samsung-electronics","confidence":"high","metric":{"fy":2026,"op_jpy_bn":499.1,"relationship":"메모리·SoC 테스터","op_margin_pct":44.2,"hpc_ai_mix_pct":90,"revenue_jpy_bn":1128.6,"revenue_yoy_pct":44.7},"note":"삼성전자에 반도체 테스트 장비(ATE) 공급.","note_en":"Supplies semiconductor test equipment (ATE) to Samsung Electronics.","sources":[{"stance":"confirms","publisher":"어드밴테스트","publisher_en":"Advantest","kind":"filing","lang":"en","published_at":"2026-04-28","url":"https://www.advantest.com/en/news/2026/a81o6o0000000hgw-att/E_FR_FY2025_FN.pdf","title":"어드밴테스트 FY2026(2026년 3월기) 연결 결산(IFRS)","title_en":"Advantest FY2025 (year ended March 2026) Consolidated Financial Results (IFRS)","excerpt":"어드밴테스트 FY2026 매출 ¥1조1,286억(+44.7%)·영업익 ¥4,991억(마진 44.2%). AI·데이터센터 테스트 수요로 HPC/AI 매출 비중 60→90%. 삼성전자에 메모리·SoC 테스터 공급.","excerpt_en":"Advantest FY2026 revenue JPY 1,128.6bn (+44.7%), operating profit JPY 499.1bn (44.2% margin); HPC/AI mix rose 60%→90% on AI/datacenter test demand. Supplies 메모리·SoC 테스터 to 삼성전자."},{"stance":"confirms","publisher":"알파비즈","publisher_en":"AlphaBiz","kind":"news","lang":"ko","published_at":"2025-09-01","url":"https://alphabiz.co.kr/news/view/1065571888915355","title":"어드밴테스트, HBM 테스터 시장 압도적 기술력","title_en":"Advantest dominates the HBM tester market","excerpt":"HBM 테스터 압도적 기술력, SK하이닉스 등.","excerpt_en":"Dominant HBM tester tech; SK hynix and others."},{"stance":"confirms","publisher":"어드밴테스트","publisher_en":"Advantest","kind":"ir","lang":"en","published_at":"2025-06-01","url":"https://www.advantest.com/document/en/investors/ir-library/annual/E_02_IAR2025.pdf","title":"어드밴테스트 통합연차보고서 2025","title_en":"Advantest Integrated Annual Report 2025","excerpt":"연차보고서: ATE 매출·고객.","excerpt_en":"Annual report: ATE revenue and customers."},{"stance":"confirms","publisher":"Mordor Intelligence","publisher_en":"Mordor","kind":"analysis","lang":"en","published_at":"2025-01-01","url":"https://www.mordorintelligence.com/industry-reports/semiconductor-test-equipment-market","title":"테스트 장비 시장(Advantest·Teradyne·Cohu 55%)","title_en":"Test equipment market","excerpt":"테스트 장비 세계 ~58% 1위.","excerpt_en":"No.1 in test equipment at ~58%."}]},{"direction":"revenue","counterparty":"TSMC","counterparty_slug":"tsmc","confidence":"high","metric":{"fy":2026,"op_jpy_bn":499.1,"relationship":"첨단 SoC 테스터","op_margin_pct":44.2,"hpc_ai_mix_pct":90,"revenue_jpy_bn":1128.6,"revenue_yoy_pct":44.7},"note":"TSMC에 반도체 테스트 장비(ATE) 공급.","note_en":"Supplies test equipment (ATE) to TSMC.","sources":[{"stance":"confirms","publisher":"어드밴테스트","publisher_en":"Advantest","kind":"filing","lang":"en","published_at":"2026-04-28","url":"https://www.advantest.com/en/news/2026/a81o6o0000000hgw-att/E_FR_FY2025_FN.pdf","title":"어드밴테스트 FY2026(2026년 3월기) 연결 결산(IFRS)","title_en":"Advantest FY2025 (year ended March 2026) Consolidated Financial Results (IFRS)","excerpt":"어드밴테스트 FY2026 매출 ¥1조1,286억(+44.7%)·영업익 ¥4,991억(마진 44.2%). AI·데이터센터 테스트 수요로 HPC/AI 매출 비중 60→90%. TSMC에 첨단 SoC 테스터 공급.","excerpt_en":"Advantest FY2026 revenue JPY 1,128.6bn (+44.7%), operating profit JPY 499.1bn (44.2% margin); HPC/AI mix rose 60%→90% on AI/datacenter test demand. Supplies 첨단 SoC 테스터 to TSMC."},{"stance":"confirms","publisher":"알파비즈","publisher_en":"AlphaBiz","kind":"news","lang":"ko","published_at":"2025-09-01","url":"https://alphabiz.co.kr/news/view/1065571888915355","title":"어드밴테스트, HBM 테스터 시장 압도적 기술력","title_en":"Advantest dominates the HBM tester market","excerpt":"HBM 테스터 압도적 기술력, SK하이닉스 등.","excerpt_en":"Dominant HBM tester tech; SK hynix and others."},{"stance":"confirms","publisher":"어드밴테스트","publisher_en":"Advantest","kind":"ir","lang":"en","published_at":"2025-06-01","url":"https://www.advantest.com/document/en/investors/ir-library/annual/E_02_IAR2025.pdf","title":"어드밴테스트 통합연차보고서 2025","title_en":"Advantest Integrated Annual Report 2025","excerpt":"연차보고서: ATE 매출·고객.","excerpt_en":"Annual report: ATE revenue and customers."},{"stance":"confirms","publisher":"Mordor Intelligence","publisher_en":"Mordor","kind":"analysis","lang":"en","published_at":"2025-01-01","url":"https://www.mordorintelligence.com/industry-reports/semiconductor-test-equipment-market","title":"테스트 장비 시장(Advantest·Teradyne·Cohu 55%)","title_en":"Test equipment market","excerpt":"테스트 장비 세계 ~58% 1위.","excerpt_en":"No.1 in test equipment at ~58%."}]},{"direction":"revenue","counterparty":"키옥시아","counterparty_slug":"kioxia","confidence":"mid","metric":{"fy":2026,"op_jpy_bn":499.1,"relationship":"NAND 테스터","op_margin_pct":44.2,"hpc_ai_mix_pct":90,"revenue_jpy_bn":1128.6,"revenue_yoy_pct":44.7},"note":"키옥시아에 NAND 양산 장비·웨이퍼 공급.","note_en":"Supplies NAND production equipment and wafers to Kioxia.","sources":[{"stance":"confirms","publisher":"어드밴테스트","publisher_en":"Advantest","kind":"filing","lang":"en","published_at":"2026-04-28","url":"https://www.advantest.com/en/news/2026/a81o6o0000000hgw-att/E_FR_FY2025_FN.pdf","title":"어드밴테스트 FY2026(2026년 3월기) 연결 결산(IFRS)","title_en":"Advantest FY2025 (year ended March 2026) Consolidated Financial Results (IFRS)","excerpt":"어드밴테스트 FY2026 매출 ¥1조1,286억(+44.7%)·영업익 ¥4,991억(마진 44.2%). AI·데이터센터 테스트 수요로 HPC/AI 매출 비중 60→90%. 키옥시아에 NAND 테스터 공급.","excerpt_en":"Advantest FY2026 revenue JPY 1,128.6bn (+44.7%), operating profit JPY 499.1bn (44.2% margin); HPC/AI mix rose 60%→90% on AI/datacenter test demand. Supplies NAND 테스터 to 키옥시아."},{"stance":"confirms","publisher":"뉴스1","publisher_en":"News1","kind":"news","lang":"ko","published_at":"2025-11-01","url":"https://www.news1.kr/industry/general-industry/5997227","title":"키옥시아 NAND 3위, eSSD 견조","title_en":"Kioxia ranks No.3 in NAND","excerpt":"키옥시아에 NAND 양산 장비·웨이퍼 공급.","excerpt_en":"Supplies NAND fab equipment and wafers to Kioxia."},{"stance":"confirms","publisher":"키옥시아","publisher_en":"Kioxia","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.kioxia.com/en-jp/ir.html","title":"Kioxia IR","title_en":"Kioxia IR","excerpt":"키옥시아에 NAND 양산 장비·웨이퍼 공급.","excerpt_en":"Supplies NAND fab equipment and wafers to Kioxia."}]},{"direction":"revenue","counterparty":"파워텍 (PTI)","counterparty_slug":"powertech","confidence":"mid","metric":null,"note":"파워텍 (PTI)에 테스트·본딩 장비 공급.","note_en":"Supplies test and bonding equipment to Powertech (PTI).","sources":[{"stance":"confirms","publisher":"트렌드포스","publisher_en":"TrendForce","kind":"analysis","lang":"en","published_at":"2025-05-13","url":"https://www.trendforce.com/presscenter/news/20250513-12577.html","title":"2024 OSAT 톱10(PTI 5위)","title_en":"Top 10 OSAT 2024 (PTI No.5)","excerpt":"파워텍 (PTI)에 테스트·본딩 장비 공급.","excerpt_en":"Supplies test and bonding equipment to Powertech Technology (PTI)."},{"stance":"confirms","publisher":"파워텍","publisher_en":"PTI","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.pti.com.tw/en/","title":"PTI IR","title_en":"PTI IR","excerpt":"파워텍 (PTI)에 테스트·본딩 장비 공급.","excerpt_en":"Supplies test and bonding equipment to Powertech Technology (PTI)."}]},{"direction":"revenue","counterparty":"Micron Technology","counterparty_slug":"micron","confidence":"mid","metric":{"fy":2026,"op_jpy_bn":499.1,"relationship":"메모리 테스터","op_margin_pct":44.2,"hpc_ai_mix_pct":90,"revenue_jpy_bn":1128.6,"revenue_yoy_pct":44.7},"note":"Micron Technology에 반도체 테스트 장비(ATE) 공급.","note_en":"Supplies test equipment (ATE) to Micron Technology.","sources":[{"stance":"confirms","publisher":"어드밴테스트","publisher_en":"Advantest","kind":"filing","lang":"en","published_at":"2026-04-28","url":"https://www.advantest.com/en/news/2026/a81o6o0000000hgw-att/E_FR_FY2025_FN.pdf","title":"어드밴테스트 FY2026(2026년 3월기) 연결 결산(IFRS)","title_en":"Advantest FY2025 (year ended March 2026) Consolidated Financial Results (IFRS)","excerpt":"어드밴테스트 FY2026 매출 ¥1조1,286억(+44.7%)·영업익 ¥4,991억(마진 44.2%). AI·데이터센터 테스트 수요로 HPC/AI 매출 비중 60→90%. Micron에 메모리 테스터 공급.","excerpt_en":"Advantest FY2026 revenue JPY 1,128.6bn (+44.7%), operating profit JPY 499.1bn (44.2% margin); HPC/AI mix rose 60%→90% on AI/datacenter test demand. Supplies 메모리 테스터 to Micron."},{"stance":"confirms","publisher":"알파비즈","publisher_en":"AlphaBiz","kind":"news","lang":"ko","published_at":"2025-09-01","url":"https://alphabiz.co.kr/news/view/1065571888915355","title":"어드밴테스트, HBM 테스터 시장 압도적 기술력","title_en":"Advantest dominates the HBM tester market","excerpt":"HBM 테스터 압도적 기술력, SK하이닉스 등.","excerpt_en":"Dominant HBM tester tech; SK hynix and others."},{"stance":"confirms","publisher":"어드밴테스트","publisher_en":"Advantest","kind":"ir","lang":"en","published_at":"2025-06-01","url":"https://www.advantest.com/document/en/investors/ir-library/annual/E_02_IAR2025.pdf","title":"어드밴테스트 통합연차보고서 2025","title_en":"Advantest Integrated Annual Report 2025","excerpt":"연차보고서: ATE 매출·고객.","excerpt_en":"Annual report: ATE revenue and customers."},{"stance":"confirms","publisher":"Mordor Intelligence","publisher_en":"Mordor","kind":"analysis","lang":"en","published_at":"2025-01-01","url":"https://www.mordorintelligence.com/industry-reports/semiconductor-test-equipment-market","title":"테스트 장비 시장(Advantest·Teradyne·Cohu 55%)","title_en":"Test equipment market","excerpt":"테스트 장비 세계 ~58% 1위.","excerpt_en":"No.1 in test equipment at ~58%."}]},{"direction":"revenue","counterparty":"JCET","counterparty_slug":"jcet","confidence":"mid","metric":null,"note":"JCET에 본딩·테스트 장비 공급.","note_en":"Supplies bonding and test equipment to JCET.","sources":[{"stance":"confirms","publisher":"트렌드포스","publisher_en":"TrendForce","kind":"analysis","lang":"en","published_at":"2025-05-13","url":"https://www.trendforce.com/presscenter/news/20250513-12577.html","title":"2024 OSAT 톱10(PTI 5위)","title_en":"Top 10 OSAT 2024 (PTI No.5)","excerpt":"JCET에 본딩·테스트 장비 공급.","excerpt_en":"Supplies bonding and test equipment to JCET."},{"stance":"confirms","publisher":"JCET","publisher_en":"JCET","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.jcetglobal.com/en/","title":"JCET IR","title_en":"JCET IR","excerpt":"JCET에 본딩·테스트 장비 공급.","excerpt_en":"Supplies bonding and test equipment to JCET."}]},{"direction":"revenue","counterparty":"NVIDIA","counterparty_slug":"nvidia","confidence":"mid","metric":{"fy":2026,"op_jpy_bn":499.1,"relationship":"AI GPU용 SoC 테스터","op_margin_pct":44.2,"hpc_ai_mix_pct":90,"revenue_jpy_bn":1128.6,"revenue_yoy_pct":44.7},"note":"엔비디아 AI 칩(GPU) 검사에 ATE 사용 — AI 칩 복잡도 상승이 테스트 소요를 키우는 축.","note_en":"ATE used to test NVIDIA AI chips (GPUs) — rising AI-chip complexity lifts test needs.","sources":[{"stance":"confirms","publisher":"어드밴테스트","publisher_en":"Advantest","kind":"filing","lang":"en","published_at":"2026-04-28","url":"https://www.advantest.com/en/news/2026/a81o6o0000000hgw-att/E_FR_FY2025_FN.pdf","title":"어드밴테스트 FY2026(2026년 3월기) 연결 결산(IFRS)","title_en":"Advantest FY2025 (year ended March 2026) Consolidated Financial Results (IFRS)","excerpt":"어드밴테스트 FY2026 매출 ¥1조1,286억(+44.7%)·영업익 ¥4,991억(마진 44.2%). AI·데이터센터 테스트 수요로 HPC/AI 매출 비중 60→90%. NVIDIA에 AI GPU용 SoC 테스터 공급.","excerpt_en":"Advantest FY2026 revenue JPY 1,128.6bn (+44.7%), operating profit JPY 499.1bn (44.2% margin); HPC/AI mix rose 60%→90% on AI/datacenter test demand. Supplies AI GPU용 SoC 테스터 to NVIDIA."},{"stance":"confirms","publisher":"알파비즈","publisher_en":"AlphaBiz","kind":"news","lang":"ko","published_at":"2025-09-01","url":"https://alphabiz.co.kr/news/view/1065571888915355","title":"어드밴테스트, HBM 테스터 시장 압도적 기술력","title_en":"Advantest dominates the HBM tester market","excerpt":"HBM 테스터 압도적 기술력, SK하이닉스 등.","excerpt_en":"Dominant HBM tester tech; SK hynix and others."},{"stance":"confirms","publisher":"어드밴테스트","publisher_en":"Advantest","kind":"ir","lang":"en","published_at":"2025-06-01","url":"https://www.advantest.com/document/en/investors/ir-library/annual/E_02_IAR2025.pdf","title":"어드밴테스트 통합연차보고서 2025","title_en":"Advantest Integrated Annual Report 2025","excerpt":"연차보고서: ATE 매출·고객.","excerpt_en":"Annual report: ATE revenue and customers."},{"stance":"confirms","publisher":"Mordor Intelligence","publisher_en":"Mordor","kind":"analysis","lang":"en","published_at":"2025-01-01","url":"https://www.mordorintelligence.com/industry-reports/semiconductor-test-equipment-market","title":"테스트 장비 시장(Advantest·Teradyne·Cohu 55%)","title_en":"Test equipment market","excerpt":"테스트 장비 세계 ~58% 1위.","excerpt_en":"No.1 in test equipment at ~58%."},{"stance":"confirms","publisher":"TrendForce","publisher_en":"TrendForce","kind":"news","lang":"en","published_at":"2024-12-27","url":"https://www.trendforce.com/news/2024/12/27/newsnvidia-supplier-advantest-ai-phones-may-sustain-chip-industry-amid-declining-data-center-investment/","title":"엔비디아 공급사 어드밴테스트, AI폰이 반도체 산업 지탱","title_en":"NVIDIA Supplier Advantest: AI Phones May Sustain Chip Industry","excerpt":"어드밴테스트는 세계 1위 반도체 테스트 장비 기업이자 엔비디아의 핵심 공급사.","excerpt_en":"Advantest is the world's leading semiconductor test equipment maker and a key supplier to NVIDIA."}]},{"direction":"revenue","counterparty":"하나마이크론","counterparty_slug":"hana-micron","confidence":"low","metric":null,"note":"하나마이크론에 본딩·테스트 장비 공급.","note_en":"Supplies bonding and test equipment to Hana Micron.","sources":[{"stance":"confirms","publisher":"다음/뉴스","publisher_en":"Daum News","kind":"news","lang":"ko","published_at":"2026-06-17","url":"https://v.daum.net/v/20260617203416105","title":"메모리 후공정 훈풍","title_en":"Memory back-end packaging upturn","excerpt":"하나마이크론에 본딩·테스트 장비 공급.","excerpt_en":"Supplies bonding and test equipment to Hana Micron."},{"stance":"confirms","publisher":"하나마이크론","publisher_en":"Hana Micron","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.hanamicron.co.kr/eng/","title":"Hana Micron IR","title_en":"Hana Micron IR","excerpt":"하나마이크론에 본딩·테스트 장비 공급.","excerpt_en":"Supplies bonding and test equipment to Hana Micron."}]},{"direction":"revenue","counterparty":"SFA반도체","counterparty_slug":"sfa-semicon","confidence":"low","metric":null,"note":"SFA반도체에 테스트 장비 공급.","note_en":"Supplies test equipment to SFA Semiconductor.","sources":[{"stance":"confirms","publisher":"다음/뉴스","publisher_en":"Daum News","kind":"news","lang":"ko","published_at":"2026-06-17","url":"https://v.daum.net/v/20260617203416105","title":"메모리 후공정 훈풍","title_en":"Memory back-end packaging upturn","excerpt":"SFA반도체에 테스트 장비 공급.","excerpt_en":"Supplies test equipment to SFA Semicon."},{"stance":"confirms","publisher":"SFA반도체","publisher_en":"SFA Semicon","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.sfas.co.kr/eng/","title":"SFA Semicon IR","title_en":"SFA Semicon IR","excerpt":"SFA반도체에 테스트 장비 공급.","excerpt_en":"Supplies test equipment to SFA Semicon."}]},{"direction":"cost","counterparty":"R&D·SW (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"테스트 알고리즘·SW R&D — 신규 디바이스 대응 테스트 프로그램이 경쟁력의 원천(비공개).","note_en":"Test-algorithm and software R&D — test programs for new devices are the source of competitiveness (undisclosed).","sources":[{"stance":"mentions","publisher":"어드밴테스트","publisher_en":"Advantest","kind":"ir","lang":"en","published_at":"2025-06-01","url":"https://www.advantest.com/document/en/investors/ir-library/annual/E_02_IAR2025.pdf","title":"어드밴테스트 통합연차보고서 2025","title_en":"Advantest Integrated Annual Report 2025","excerpt":"R&D.","excerpt_en":"R&D."}]},{"direction":"cost","counterparty":"정밀 부품·계측 모듈 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"테스터용 정밀 부품·계측 모듈 — 장비 성능의 원가 축(비공개).","note_en":"Precision parts and measurement modules for testers — the cost axis of tool performance (undisclosed).","sources":[{"stance":"mentions","publisher":"어드밴테스트","publisher_en":"Advantest","kind":"ir","lang":"en","published_at":"2025-06-01","url":"https://www.advantest.com/document/en/investors/ir-library/annual/E_02_IAR2025.pdf","title":"어드밴테스트 통합연차보고서 2025","title_en":"Advantest Integrated Annual Report 2025","excerpt":"원가 부품.","excerpt_en":"Component costs."}]}]}