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Technology Stocks : Cohu, Inc. (COHU)
COHU 23.48-0.1%9:30 AM EDT

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To: Johnny Canuck who wrote (7794)6/12/2025 3:41:42 PM
From: Johnny Canuck  Read Replies (1) of 7822
 
AEHR performing slight better than COHU. Some A digging to find out the difference in their product offerings.

>>>>>>>>>>>>>>..

Compare the product offerings of COHU and AEHR and describe how each company distignuishes itself to customers?

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Cohu: Pioneering Semiconductor Test and Inspection Solutions

Cohu: Pioneering Semiconductor Test and Inspection Solutions






Aehr Test Systems

Technology - Aehr Test Systems






Aehr Test Systems

About Us | Aehr Test Systems






cohu

Enabling a smarter, safer, and more connected future. 2021 - Cohu


Here is a detailed comparison of the product offerings of Cohu and Aehr Test Systems (AEHR), along with how each company distinguishes itself to customers:

Cohu: Product Offerings and DifferentiationProduct Offerings
  • Semiconductor Test Systems:

    • Diamondx: Scalable for RF, mixed-signal, and digital test.

    • PAx: Optimized for RF and wireless communications.

    • Neptune: High-accuracy, efficient power device testing.

  • Inspection and Metrology:

    • Mosaic: High-throughput wafer inspection.

    • Aquarius: Metrology for advanced semiconductor nodes.

    • Fusion: Combines inspection and metrology.

  • MEMS and Sensor Test:

    • MATRiX: MEMS test platform for a wide range of sensors.

    • CTC: High-precision sensor test system.

  • Semiconductor Interface Solutions:

    • ATS: Advanced thermal management.

    • Interface Board: Customizable interface boards for various testing needs.

How Cohu Distinguishes Itself
  • Comprehensive Portfolio: Cohu offers a full suite of solutions covering test, inspection, metrology, MEMS/sensor testing, and interface products, making it a one-stop shop for semiconductor back-end manufacturing 1 4.

  • Technological Breadth: Solutions span RF, power, digital, MEMS, and sensor devices, addressing diverse end markets (automotive, communications, consumer, industrial).

  • Global Reach and Scale: With a large installed base and worldwide service network, Cohu supports customers globally 1 4.

  • Innovation and Sustainability: Cohu emphasizes energy-efficient, high-performance systems and invests in data analytics and next-generation solutions for evolving markets like 5G and autonomous driving 4.

  • Market Leadership: Cohu is a leading supplier in test handlers, contactors, and RF power amplifier testing, and is rapidly growing in inspection and metrology 4.

Aehr Test Systems (AEHR): Product Offerings and DifferentiationProduct Offerings
  • Wafer-Level and Packaged Device Burn-in/Test Systems:

    • FOX-XP: High-volume, full-wafer contact and burn-in system (up to 18 wafers at once).

    • FOX-NP: Entry-level, compatible with FOX-XP.

    • FOX-CP: Compact, single-wafer test system.

  • Contactors and Carriers:

    • WaferPak Contactor: Patented full-wafer single-touchdown probe card.

    • DiePak Carrier: For singulated die and module testing.

    • DiePak Loader: Automated module loading for high-throughput.

  • Thermal Management:

    • Advanced thermal chambers (air and liquid cooling, per-device control) for high-power and high-density testing 2 3.

  • Parallel Test Solutions:

    • Highly parallel test and burn-in for silicon carbide (SiC), gallium nitride (GaN), photonics, memory, logic, and AI processors 5 6.

How AEHR Distinguishes Itself
  • Wafer-Level Burn-in Leadership: AEHR is a pioneer in wafer-level burn-in, enabling customers to test and burn-in entire wafers before packaging, which reduces costs and increases reliability 5 6.

  • Focus on Growth Markets: AEHR’s systems are critical for emerging sectors like electric vehicles (EVs), AI, silicon carbide power devices, and photonics—areas experiencing rapid growth and requiring stringent reliability testing 3 5 6.

  • Proprietary Technology: Patented WaferPak and DiePak technologies offer single-touchdown, high-parallelism, and space-efficient solutions, providing significant cost and space savings for customers 6.

  • Recurring Revenue Model: Over half of AEHR’s revenue comes from consumables (WaferPaks, DiePaks), creating a stable, recurring revenue stream as the installed base grows 6.

  • Turnkey Reliability: AEHR positions itself as a turnkey provider for reliability and burn-in, spanning from engineering to high-volume production, especially for high-power and AI-related chips 3 5.

Comparison Table

Feature/FocusCohuAEHR Test Systems


Summary
  • Cohu distinguishes itself with a comprehensive, integrated suite of test and inspection solutions across a wide range of semiconductor applications and a global support network, appealing to customers seeking a one-stop, scalable partner with market leadership in several segments 1 4.

  • Aehr Test Systems (AEHR) stands out as the leader in wafer-level burn-in and parallel test solutions, targeting high-growth sectors like EVs and AI with proprietary technologies that provide cost, space, and reliability advantages, and a strong recurring revenue model from consumables 2 3 5 6.

Both companies are highly innovative, but Cohu offers broader coverage and scale, while AEHR focuses on specialized, high-growth niches with unique technical advantages.

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How does Cohu’s focus on semiconductor testing and inspection differentiate its offerings from Aehr’s burn-in solutions

How does Cohu's global reach and product diversity appeal to customers compared to Aehr's specialized patents and high-volume testing expertise

What unique features in Aehr’s WaferPak contactors and thermal chambers set it apart from Cohu's inspection and metrology systems

How do each company's innovations—Cohu's advanced inspection vs. Aehr's patented contact methods—shape their customer value propositions

How does Cohu's global reach and product diversity appeal to customers compared to Aehr's specialized patents and high-volume testing expertise

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How does Cohu's global reach and product diversity appeal to customers compared to Aehr's specialized patents and high-volume testing expertise

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DCF, SWOT, CANVAS, PESTEL, BCG Editable Templates

Mission Statement, Vision, & Core Values of Cohu, Inc. (COHU)






Aehr Test Systems

Technology - Aehr Test Systems






Cohu, Inc.: Business Model, SWOT Analysis, and Competitors 2024

Cohu, Inc.: Business Model, SWOT Analysis, and Competitors 2024






DCF, SWOT, CANVAS, PESTEL, BCG Editable Templates

Aehr Test Systems (AEHR): Business Model Canvas


Cohu and Aehr Test Systems (AEHR) serve the semiconductor industry with distinct approaches that appeal to different customer needs. Here’s how Cohu’s global reach and product diversity compare to Aehr’s specialized patents and high-volume testing expertise:

Cohu: Global Reach & Product DiversityAppeal to Customers:

  • Comprehensive Solutions: Cohu offers a wide array of products—test and inspection handlers, thermal subsystems, MEMS test modules, semiconductor test equipment, and automated test equipment (ATE) 1 5. This allows customers to source multiple testing and handling needs from a single vendor, simplifying procurement and integration.

  • Diverse Customer Base: Cohu serves semiconductor manufacturers, electronics assemblers, and automotive suppliers, enabling it to address various industry requirements and market cycles 1 3 5.

  • Global Presence: With manufacturing, sales, and service centers across North America, Europe, and Asia, Cohu provides localized support and rapid response to customer needs worldwide 3 5. This is particularly attractive to multinational customers seeking consistent service and support in multiple regions.

  • Innovation & Reliability: Cohu invests heavily in R&D, resulting in a long-standing reputation for quality, reliability, and the ability to stay ahead of technological advancements 3 5. Its acquisitions have broadened its portfolio, making it a leader in advanced packaging, automotive, and 5G testing solutions.

  • Strategic Partnerships: Cohu’s global operations and diverse product lines foster strong, long-term relationships with key customers, who value the stability and breadth of solutions offered 5.

Customer Value Proposition:
Cohu positions itself as a one-stop shop for semiconductor testing and handling, reducing vendor complexity and ensuring customers have access to the latest, most reliable technologies across multiple geographies and market segments.

Aehr: Specialized Patents & High-Volume Testing ExpertiseAppeal to Customers:

  • Technological Specialization: Aehr is recognized for its leadership in burn-in and wafer-level test systems, holding over 50 patents in areas such as WaferPak temperature control, high-density signal architectures, and single-touchdown full-wafer contactors 2 4. These technologies enable highly parallel, high-throughput testing essential for next-generation devices.

  • Custom Engineering: Aehr’s engineering team develops custom solutions for complex and emerging semiconductor technologies, with a focus on wide bandgap semiconductors (SiC, GaN), photonics, and advanced packaging—markets experiencing rapid growth and requiring specialized testing 4.

  • High-Volume, Parallel Testing: Aehr’s FOX-XP and WBIS systems allow simultaneous testing of multiple wafers or die, dramatically increasing throughput and lowering per-unit test costs for customers in high-growth sectors like EVs and AI 2 4.

  • Recurring Revenue Model: Aehr’s patented consumables (WaferPak, DiePak) generate recurring revenue and ensure ongoing customer engagement through the lifecycle of the test systems 2 4.

  • Niche Market Leadership: By focusing on reliability and burn-in for high-value, high-reliability applications (such as automotive and power electronics), Aehr is the go-to provider for customers with demanding test requirements.

Customer Value Proposition:
Aehr distinguishes itself through deep technical expertise, proprietary technology, and the ability to deliver tailored, high-throughput solutions for advanced and emerging semiconductor markets.

Direct Comparison Table

Feature/StrategyCohuAehr Test Systems


Summary
  • Cohu’s global reach and product diversity appeal to customers seeking a comprehensive, reliable, and scalable partner with the ability to support multiple product lines and geographies. This reduces vendor risk and ensures access to integrated, state-of-the-art solutions 1 3 5.

  • Aehr’s specialized patents and high-volume testing expertise attract customers in fast-growing, high-reliability sectors who need cutting-edge, custom solutions for challenging test environments. Their patented technology and focus on parallelism offer unique value for advanced semiconductor applications 2 4.

In essence, Cohu is the preferred choice for customers prioritizing breadth, scale, and global support, while Aehr is the go-to for those needing specialized, high-throughput, and innovative test solutions in emerging markets.

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How does Cohu's global presence enhance its appeal to diverse semiconductor customers

In what ways does Cohu’s broad product range attract clients across multiple industries

Why might customers prefer Aehr’s patented high-volume burn-in testing over Cohu’s diversified offerings

How do Aehr's specialized patents improve performance in high-volume semiconductor testing scenarios

What advantages do Aehr's focus on innovation and patents offer for meeting emerging tech needs

How does Cohu's global presence enhance its appeal to diverse semiconductor customers

How does Cohu's global presence enhance its appeal to diverse semiconductor customers

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cohu

Expertise in Semiconductor Markets - Cohu






Cohu, Inc.: Business Model, SWOT Analysis, and Competitors 2024

Cohu, Inc.: Business Model, SWOT Analysis, and Competitors 2024






DCF, SWOT, CANVAS, PESTEL, BCG Editable Templates

Cohu, Inc. (COHU): history, ownership, mission, how it works ...






cohu

Do More With Less in Semiconductor Manufacturing | cohu.com


>Cohu’s global presence significantly enhances its appeal to diverse semiconductor customers in several key ways:

1. Localized Support and ResponsivenessCohu operates manufacturing facilities, sales offices, and service centers across North America, Europe, and Asia 2 3. This extensive global footprint allows the company to provide localized technical support, rapid response times, and on-the-ground service to customers wherever they operate. For multinational semiconductor manufacturers and electronics assemblers, this means minimized downtime, faster issue resolution, and a partner that understands regional market nuances 2 3 6.

2. Access to Diverse Markets and CustomersBy being present in multiple regions, Cohu can serve a broad spectrum of customers—from automotive suppliers in Europe to consumer electronics manufacturers in Asia and industrial firms in North America 2 6. This diversity reduces dependency on any single market, making Cohu a stable and reliable partner even during regional economic fluctuations or supply chain disruptions 2.

3. Comprehensive Product Portfolio for Varied NeedsCohu’s global operations are matched by a diverse product portfolio, including semiconductor test equipment, interface solutions, MEMS test modules, and thermal subsystems 1 3 6. This enables the company to address the testing and handling requirements of different segments within the semiconductor industry, from advanced computing and automotive to 5G and IoT devices 1 3. Customers benefit from a one-stop solution provider capable of supporting evolving and complex technology needs.

4. Strategic Partnerships and Long-Term ContractsCohu’s global reach enables it to secure strategic partnerships and long-term contracts with leading multinational firms. Recent examples include multi-year agreements with major European and global electronics manufacturers, providing financial stability and allowing customers to plan their technology roadmaps with confidence 5.

5. Innovation Driven by Global InsightsWith R&D and customer engagement spread across continents, Cohu can anticipate and respond to emerging trends and technological advancements worldwide. This ensures its solutions remain cutting-edge and relevant to customers facing the rapid evolution of semiconductor technology 2 3 6.

Summary Table

AdvantageCustomer Benefit


In summary:
Cohu’s global presence enables it to deliver localized service, support a wide range of applications, and build strong, long-term relationships with diverse semiconductor customers. This makes Cohu an attractive partner for companies seeking reliability, innovation, and comprehensive solutions on a worldwide scale 2 3 6.

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How does Cohu's global reach help it serve diverse semiconductor markets effectively

In what ways does Cohu’s international presence reduce regional market risks for customers

How does Cohu’s worldwide operations enable faster response to customer demands globally

Why is Cohu’s access to emerging markets through its global footprint attractive to semiconductor clients

How does Cohu leverage its international facilities to support innovation and customer service
































































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