异动解读 | 泰瑞达三季度营收超预期受惠AI需求

异动解读10-24

泰瑞达(TER)今日盘前大涨5.28%,主因其发布的三季度业绩超出市场预期。数据显示,泰瑞达第三季度营收达7.37亿美元,同比增长5%,高于此前指引区间。

该业绩数据得益于公司半导体检测业务强劲表现,贡献营收5.43亿美元。公司表示,人工智能相关应用拉动了对电脑的需求增长,进而推升了半导体检测业务收入。此外,HBM驱动的记忆芯片业务收入也取得历史性增长。

公司CEO Greg Smith认为,随着人工智能需求持续攀升,公司四季度营收预计在7.1-7.6亿美元区间,保持相对乐观水平。市场对泰瑞达未来发展前景充满期待,推动其盘前股价大涨。

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异动解读 | 泰瑞达三季度营收超预期 受惠AI需求

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异动解读 | 泰瑞达三季度营收超预期受惠AI需求