Full filing body not analyzed; description inferred from form + item codes. Annual 10-K for FY2025 will detail Semiconductor Test segment trends (HBM/AI compute test demand from Korean/Taiwanese memory and foundry customers), Robotics performance, FY2026 capex/guidance signals, and risk factors around China exposure and export controls. PMs should focus on segment backlog commentary, customer concentration (TSMC, Samsung, SK hynix) and any HBM4 test capacity outlook.