Cohu, Inc. (COHU) Message Board

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Technology Stocks : Cohu, Inc. (COHU)

COHU 24.15

+2.8%

3:59 PM EDT

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To: robert b furman who wrote (7699)	5/20/2024 2:57:12 PM
From: Johnny Canuck	Read Replies (1) of 7822

I am not sure if COHU does all it manufacturing of products in-house, but JBL is signaling some weakness in the semiconductor equipment sector. Technical analysis for shorts & longs Message Board - Msg: 34672983 (siliconinvestor.com) It may be an early canary in the coal mine. We know that the inventory correction are easing at end use customers from the earning so far, some fabs might be planning in weaker demand in some sectors. I think the 3 nm sector will be fine as more density is required for the new designs. Slowing on-boarding of new capacity might affect COHU which is the end of the process in the testing area. Good thing recurring, disposable products are a good part of COHU revenues from existing installations.

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