After a rough stretch in the red throughout the past year, semiconductor testing firm Teradyne (TER) could have a light at the end of the tunnel. Analysts at UBS wrote earlier this summer that the company could potentially a second-source tester for chip industry leader Nvidia (NVDA).
While nothing is confirmed, UBS believes that Nvidia is dual-sourcing its supply chain, which means that as Nvidia scales its Blackwell infrastructure, an opportunity may give this under-the-radar company a major boost.
