발화자 미상
Mio Shikanai : This is Mio Shikanai from JPMorgan. First of all, congratulations on a very strong earnings. I had a question around the SoC tester market. How has your view of the SoC tester market changed with your prior outlook in terms of which applications are the demand? Is it GPU, ASIC? Or is it CPU? And how should we think about the relative contribution from higher chip volume, longer test times and increase in test conversions? I guess it's a bit early, but are you thinking about the sustainability of the demand into next year? Douglas Lefever : This is Doug. Thanks, Shikanai-san for the question. To answer on the SoC market, we're seeing very strong demand across all of those areas, GPU, custom ASIC and CPU. And I would say most of the increase in the SoC TAM that we just announced is coming from more inference applications. And so that's what's really driving that change more than anything, in particular, with the CPU business. We do see that to be sustainable throughout this year and into next year. As to kind of a test content, I think we're continuing to see additional test content increases through test times and additional insertions, in particular, for the accelerator market where 3D packaging is driving more complex devices. So that's going to continue to be a big driver for us, but a lot of the unit volume increase on the inferencing side and CPU side is driving some of the additional market TAM increases. Mio Shikanai : Just a quick follow-up. How the CPU testing compares to CPU ASIC in terms of test time and intensity? Douglas Lefever : Yes. The test time, particularly for the package test on CPU is going to be quite a bit lower than what we'd see on the accelerator just because of the complexities of an accelerator in a 3D package. At the wafer sort level, if you're testing a monolithic chip, they're relatively similar. You may see actually a little bit higher on the CPU. But in the back end, the final test package, definitely, it's higher. I'm not at liberty to give you clear numbers on that, but it's just -- it's fair to say that the accelerator side on the final test is higher. Operator : [Interpreted] Our next question is from Mr. Yamamoto Mizuho Securities. Yoshitsugu Yamamoto : [Interpreted] This is Yamamoto from Mizuho Securities. I'm sorry for the very similar questions. I have a question for Page 12. This is regarding the tester market outlook for SoC. So now as for midpoint, you have revised your projection from $9.1 billion to $11 billion, $2 billion increase. So I'd like to know the breakdown of $2 billion among ASIC, CPU and GPU. How much impact will each one of the 3 applications have and how much upward revision is made? Also for the SoC tester sales, again, you have revised the sales projection. So I want to know the breakdown for ASIC, CPU and GPU for that upward revision. Unknown Executive : Yes, that's a good question. The upward -- the change is mostly, as Doug said in the beginning of the call, …
