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Key Takeaways Strong demand for AI-related semiconductors and strategic product focus are expected to drive revenue and enhance net margins. Strategic acquisitions and shareholder-focused initiatives, like share repurchase, are set to bolster revenue and improve investor appeal.

Key Takeaways Heavy reliance on a few major clients and growing industry self-reliance risk unpredictable revenue drops and margin pressure. Rising costs from technological upgrades and stricter ESG demands threaten long-term profitability and free cash flow.

Key Takeaways Accelerating AI, advanced packaging, and custom ASIC adoption could push tester demand and margins beyond current expectations, with recurring service agreements lifting profitability. Strategic moves into automation and new markets create diversified revenue streams, reducing cyclicality and supporting sustained, long-term growth and technological leadership.