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Overview
Cohu provides test and inspection equipment for semiconductors, including test and inspection handlers, MEMS test modules, test contactors, thermal sub-systems, and automated test equipment. These capital instruments are designed, built, and sold to semiconductor manufacturers and test subcontractors, with services and support contracts generating recurring revenue. Cohu differentiates itself through an integrated portfolio that spans multiple test stages—handling, MEMS testing, contactors, and thermal subsystems—paired with a global service footprint. Its goal is to help customers reliably test and validate semiconductor devices across automotive, consumer, industrial, and medical applications to improve quality and yield.
About Cohu
Industries
Hardware
Industrial & Manufacturing
Company Size
1,001-5,000
Company Stage
IPO
Headquarters
Poway, California
Founded
1945
Simplify's Take
What believers are saying
- Management raised 2026 HPC revenue guidance to $80 million-$100 million.
- Two customers placed $30 million follow-on orders for Eclipse HPC testing.
- Recurring revenue reached 60% of first-quarter 2026 revenue, reducing cyclicality.
What critics are saying
- HPC demand concentration makes Cohu dependent on AI data-center spending.
- Gross margins are expected to fall to the mid-40% range by year-end.
- $260 million of convertible notes add dilution and refinancing risk if shares stall.
What makes Cohu unique
- Cohu sells semiconductor test, inspection, and thermal control equipment for complex chips.
- Its Eclipse platform targets AI and high-performance computing processors with active thermal control.
- The Tignis acquisition adds AI process control and monitoring software to Cohu's stack.
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Funding
Total Funding
$260M
Above
Industry Average
Funded Over
1 Rounds
Benefits
Remote Work Options
Stock Price
Company News
25.09.2025 - Cohu, Inc. (NASDAQ: COHU) (“Cohu” or the “Company,” “we” or “our”), a global supplier of equipment and services optimizing semiconductor manufacturing yield and productivity, today announced the pricing of $260.0 million aggregate principal amount ... Seite 1
Cohu, Inc. (NASDAQ: COHU), a global supplier of equipment and services optimizing semiconductor manufacturing yield and productivity, today announced
Cohu, Inc. (NASDAQ: COHU), a global supplier of equipment and services optimizing semiconductor manufacturing yield and productivity, today announced that it has entered into a definitive agreement to acquire Tignis, Inc. ("Tignis"), a provider of artificial intelligence (AI) process control and analytics-based monitoring software.
Tributary Capital Management LLC invests $11.78 million in Cohu, Inc. (NASDAQ:COHU).
POWAY, Calif.--(BUSINESS WIRE)--Cohu, Inc. (NASDAQ: COHU), a global supplier of equipment and services optimizing semiconductor manufacturing yield and productivity, today announced that a leading European electronics and semiconductor manufacturer selected Cohu’s test and inspection automation systems representing an estimated $100 million revenue opportunity over the next 5 years. In this benchmark award, certain Cohu products were requalified while Cohu also secured a first design-win for its Krypton next generation semiconductor inspection platform. Krypton is Cohu’s new inspection and metrology platform targeting the growing quality demands for automotive and industrial markets. Based on its unique racetrack architecture combined with Cohu’s sophisticated NV-Core vision technology, it delivers state-of-the-art inspection with up to 30% higher throughput and uptime compared to existing solutions
Cohu is Hiring for 14 Jobs on Simplify!
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About Cohu
Industries
Hardware
Industrial & Manufacturing
Company Size
1,001-5,000
Company Stage
IPO
Headquarters
Poway, California
Founded
1945
Cohu is Hiring for 14 Jobs on Simplify!
Find jobs on Simplify and start your career today