Discuss Advantest Corp.

Advantest looks like a solid bet in the semiconductor testing space. With the AI boom driving demand for high-bandwidth memory and advanced chips, their testing solutions are in a sweet spot. The new partnerships with FormFactor and FICT show they're positioning themselves well for future growth. While there's some near-term softness in areas like PCs and mobile, the long-term trends look positive. The VOICE developer conference also highlights their strong ecosystem. I'd say buy now before the next upcycle really kicks in!