Teradyne (TER): Cobots Are Just 8% Of This AI Stock — Layer 5 Industrial Automation | Aug 27, 2026
Teradyne, Inc. (NASDAQ: TER) owns Universal Robots and Mobile Industrial Robots — two of the best-known names in industrial automation, sitting squarely in Layer 5 of the robotics stack. It is also, right now, one of the hottest AI semiconductor stocks on the market, up more than 210% over the past 52 weeks. This episode asks whether it is a robotics stock at all.
On July 28, 2026, Teradyne reported second-quarter revenue of $1.33 billion, up 104% year over year and well past consensus. Semiconductor Test did $1.12 billion (up 128%). Robotics did $100 million — its first ever $100 million…
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