Semiconductor Manufacturing
Cohu
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.
Leading Indicators
Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
4 sources · 1 government/SEC filing · 59% avg. source confidence
- U.S. Securities and Exchange Commission (EDGAR) — Cohu FY2025 Annual Report (Form 10-K), filed with the SEC95% source confidence
- InvestSnips — Cohu semiconductor test handling overview46% source confidence
- Cohu corporate site — Cohu corporate overview42% source confidence
- Yahoo Finance — Cohu Q1 2026 revenue up 29.3%, stock surges 195.5% YTD on AI demand52% source confidence
Insider Filing Activity
Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Jul 28, 2026
Dependency Map
What Cohu depends on below, and who depends on Cohu above — click any node to make it the new center, 3 levels deep.
Connection type
Click any node to make it the new center. Scroll to zoom, drag to pan.
The Story So Far (last 6 months)
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.