Overview

• Doosan Tesna announced a $123 million purchase of test equipment from Advantest, Semes, and Japan Interaction, equal to 21.77% of its assets and scheduled in stages from 2026 through March 2027.
• The investment is believed to support Samsung’s new image‑sensor line in Austin, Texas, which is reported to target iPhone 18 supply in 2027.
• Doosan Tesna is shifting part of its tooling toward Advantest from Teradyne, signaling more demanding verification for next‑generation image sensors.
• If Samsung’s sensors pass Apple’s qualification, the company could reenter Apple’s camera supply chain for the first time in about a decade, challenging Sony’s long‑held lead.
• More than 90% of Doosan Tesna’s revenue comes from Samsung’s Foundry and System LSI units, underscoring the close linkage to Samsung’s expansion and Apple’s push to bolster U.S.-based component production.