NuAxiSemiconductor trade intelligence
[News] AI, HBM Drive Memory Testing Demand: How China’s Suppliers Are Challenging an 80%-Import Market
What happened
Advantest and Teradyne dominate the global memory testing equipment market, but HBM4 orders and the rise of Chinese suppliers like TBSTest are reshaping the landscape. Chinese firms secured over 300 systems from TBSTest and are targeting 15% market share by 2026, challenging the 80% import dependency. The increasing complexity of HBM4 is driving demand, with Digital Frontier and UniTest receiving over 280 billion KRW in orders.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
Source and time
Source: TrendForce · 10/4/2026 · View original source
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