Executive Summary
Generated July 30, 2026
Semiconductor Manufacturing
Cohu
Strategic importance is our editorial rating of how central this entity is to the technology landscape we track; confidence reflects how well-sourced and current the underlying evidence is.
1
Chokepoint Score
1 other entity structurally depend on this one
Steady
Momentum
insider filing activity unchanged since last check
Headquarters
Poway, California, USA
Website
Employees
1,900 (2026, approximate)
Founded
1947
Listing
COHU · NASDAQ
Market Cap
$2.00B
Revenue (TTM)
$481.28M
Price
USD42.47 (-24.46%)
Market data as of Jul 29, 2026, 11:25 AM · Source: Yahoo Finance (delayed). Not investment advice.
Overview
A semiconductor test equipment company providing test handlers, burn-in systems, and thermal products used in back-end chip testing, serving semiconductor manufacturers and outsourced assembly and test (OSAT) providers globally. Q1 2026 revenue grew 29.3% year-over-year to $125.1 million with non-GAAP gross margin improving to 46.5% and estimated test-cell utilization of 78%, and the stock has surged 195.5% year-to-date on stronger order backdrop and AI-related demand confidence.
Strategic Connections
- Amkor Technology: Cohu supplies test handling and burn-in equipment used by OSAT providers such as Amkor Technology in back-end semiconductor testing.
- Semiconductor Manufacturing: Cohu supplies test handlers and burn-in equipment used across the semiconductor manufacturing industry.
Strategic Risks
- Cyclical exposure to semiconductor back-end test capital spending
Future Outlook
- AI chip volume growth expected to sustain back-end test equipment demand
- Sustained 78% test-cell utilization and stock's 195.5% YTD surge reflect strong near-term momentum tied to AI chip test demand
Sources
4 sources, 59% average source confidence — full citations in the Full Analyst Report.
Generated by InsightNodes — Technology Intelligence Platform. This report reflects sourced, evidence-backed information as of the dates cited above and is not investment advice.
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