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Non-Tech : Kirk's Market Thoughts
COHR 175.60+3.0%3:59 PM EST
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To: Kirk © who wrote (24680)6/7/2025 9:37:53 AM
From: robert b furman3 Recommendations

Recommended By
berniel
Kirk ©
toccodolce

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Hi Kirk,

We sure have emjoyed a long and powerful megatrend for decades now.

Not always a line straight up however.

Best growth is in the USA and the biggest sector is memory.

Cohu's most recent investor presentation indicates that for the first time in their history, they have produced a burn in test for memory and metrology inspection (gently tapping on KLAC shoulder?. Specifically the High Bandwidth Memory - HBM.

Let's hope it is another long term growth for their new systems.

PowerPoint Presentation and go to pages 7-10

Bob
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