Cohu, Inc. (COHU) Message Board

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Technology Stocks : Cohu, Inc. (COHU)

COHU 23.92

+1.8%

2:18 PM EDT

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To: robert b furman who wrote (7803)	7/25/2025 12:25:34 PM
From: Johnny Canuck	Read Replies (1) of 7822

Hopefully they will provide improved forward guidance. Despite the rosy overall chip demand due to AI, we are starting to see some cracks. INTC is essentially stopping the bleeding on their new foundaries till they see traction from customers. The issue I believe is their yields are too low and companies like NVDA and QCOM are reluctant to commit despite a shortage of production slots at TSM. Reduced cap ex at INTC is isolated for now, but cautious outlook at other semiconductor companies will have fabs pushing out cap ex expenses till there is more clarity. I am not sure if AEHR is highly short or what. They jump up on even minor deals.

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