他还补充称，衰退应该不会持续太久，然后立刻回到上升轨道。但由于现在市场上大企业的集中度，任何数据中心建设的放缓都将对芯片供应链产生巨大影响。且在上升期来之前，情况或许将非常凶险。① NVIDIA supplier Advantest, which controls more than half of the Global Semiconductors testing market, issued a warning; ② The company's CEO is paying attention to whether spending by large Technology companies in the USA on AI is slowing down, which may affect the chip supply chain. ③ However, Lefever believes that demand for AI Smart Phones could partially offset the impact of the Semiconductors Industry downturn, which will not last long.
$NVIDIA (NVDA.US)$ Supplier, the largest chip testing machine company in the Global. $Advantest (ADR) (ATEYY.US)$ CEO Doug Lefever stated that he is closely monitoring the movements of large Technology companies in the USA, watching for signs of a slowdown in their spending on AI.
Lefever stated that if investment in Datacenters slows down, the demand for AI Smart Phones will help protect parts of the Semiconductors Industry from the impacts of recession.
He also added that the recession should not last too long before returning to an upward trajectory. However, due to the current concentration of large enterprises in the market, any slowdown in Datacenter construction will have a tremendous impact on the chip supply chain; the situation may be quite perilous before the upward trend begins.
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总部位于东京的Advantest（ $Advantest (6857.JP)$ ）公司是英伟达高端图形处理单元测试设备的主要供应商，也是受益于半导体需求快速增长最多的公司之一。该公司控制着半导体测试市场一半以上的份额，而随着芯片变得越来越先进和昂贵，市场对其服务的需求也急剧上升。
According to Lefever, from cutting wafers to assembling finished products, Advantest's equipment may now need to test a completed advanced chip 10 to 20 times. But five years ago, this figure was only in the single digits.
Meanwhile, testing times have also lengthened; the testing time for NVIDIA's latest Blackwell products is three to four times that of the previous generation products. Therefore, Advantest raised its net revenue target for the 2024 fiscal year by 16% in October, reaching nearly 0.8 billion dollars.
This also brings Advantest very close to the frontline of chip sales. Lefever points out that everyone is currently holding their breath, waiting for a killer application for Smart Phones to emerge. Once it appears, it will drive people to start replacing their phones, which will become very crazy.
Editor/Rocky