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Technology Stocks : Cohu, Inc. (COHU)
COHU 23.92+1.8%2:18 PM EDT
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To: Johnny Canuck who wrote (7802)7/25/2025 10:02:12 AM
From: robert b furman1 Recommendation

Recommended By
toccodolce

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Hi Johnny,

NOTE TO ALL: If you have not seen Cohu's recently updated web site, you'll note their recent accomplishments that have entered the high growth market of AI inspection and test sectors.

An impressive departure from the more mundane testhandler sector.

This should have several beneficial factors to greater profitablility:

The ramp up will be quicker than just "post line" completion orders for test handlers. The footprint of Cohu's equipment is expanding into the frontend of the chip making process.

Margins are generally higher for test and metrology equipment.

Cohu To Announce Second Quarter 2025 Results on July 31
POWAY, Calif. --(BUSINESS WIRE)--Jul. 17, 2025-- Cohu, Inc. (NASDAQ: COHU ), a global supplier of equipment and services optimizing semiconductor manufacturing yield and productivity, will release financial results for second quarter 2025 on Thursday, July 31, 2025 , at 1:00 p.m.

Let's hope the "AI"update on the website is a precursor to a surprise uptick in revenue and EPS, as well as strong future guidance for H2 of 2025. They have really upped theeir addressable markets into above normal growth sectors.

Maybe it is just my blind optimism, but the Cohu product line has really evolved over this trough in new systems. When that begins to show up in"new system orders" admittedly has tested my patience.

Cohu stockholders really need a positive word about "new system" sales. I'm tired of the best positive event being a healthy growth in recurring revenue.

Hoping to see it evolve the webcast!

Bob
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