Cohu, Inc. (COHU) Message Board

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Technology Stocks : Cohu, Inc. (COHU)

COHU 24.08

+2.5%

10:30 AM EDT

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To: robert b furman who wrote (7748)	9/30/2024 10:57:18 AM
From: Johnny Canuck	Read Replies (1) of 7822

From the JBL conference call. I don't believe COHU is one of their customers of this contract manufacturer but it seems to suggest the automatic test equipment sector is growing. Q: Can you elaborate on the strong double-digit growth in the semi-cap business for this year? A: Matt Crowley (Head, Intelligent Infrastructure): The growth is driven by increased demand in the automated test equipment (ATE) space, linked to the GPU silicon required for AI. We are also seeing a recovery in the wafer fab equipment (WFE) side.

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