Cohu, Inc. (COHU) Message Board

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Technology Stocks : Cohu, Inc. (COHU)

COHU 22.67

-6.4%

Nov 4 3:59 PM EST

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To: robert b furman who wrote (7557)	7/15/2023 8:34:27 PM
From: Johnny Canuck	of 7822

MU mention in the CC that automotive was strong sequentially. Message 34351399 Note that there were weakness across all other major sections like data centers, PC and mobile. Uptick in demand due to AI seems to be not offsetting weakness in other sectors. Pricing is still an issue even as inventories are back to normal levels. Memory production supply still exceeding demand so customers are demanding better pricing. Potentially not resolved to 2024. I think you mentioned COHU growth would be due to automotive demand.

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