Cohu, Inc. (COHU) Message Board

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Technology Stocks : Cohu, Inc. (COHU)

COHU 28.99

-0.1%

Jan 28 3:59 PM EST

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robert b furman

To: robert b furman who wrote (7828)	1/15/2026 9:10:04 PM
From: Johnny Canuck	1 Recommendation of 7832

Re-entered COHU when it cleared the local high at 27 and change. Just looking for a trip to $36 resistance level. Was also looking at AMKR but it got away from me. One of the few third party companies besides INTC that offer advance packing of chiplet wafers. TSM today indicating most sectors especially AI data centre related demand still strong. MCHP raising guidance, seems to suggest a broader related recover in consumer electronics including automotive is underway. TSM rallied everyone including chip equipment companies. I am not sure companies are aggressively adding capacity right now given the cost of fabs though. I noticed MU is not increasing their cap ex aggressive but enjoying the good margins and high prices instead. As a result the chip equipment rally might be a little ahead of itself. We will see. It should be tradable.,

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