Cognex designs and supplies machine vision systems that help factories
Company Size
1,001-5,000
Company Stage
IPO
Headquarters
Natick, Massachusetts
Founded
1981
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Cognex launches a new wafer reader designed to help semiconductor manufacturers increase their production. Sep 23, 2026, 09:10 ET In-Sight 1750(R) helps chip manufacturers maintain production capacity and product quality as demand for advanced semiconductors continues to grow Natick, Massachusetts, September 23, 2026 /PRNewswire/ - Cognex Corporation (NASDAQ: CGNX), the global leader in industrial machine vision technologies, today announced the launch of the In-Sight(R) 1750 Series wafer and panel identification system, a next-generation system designed to help semiconductor manufacturers reduce interruptions, improve traceability, and maintain production capacity. As semiconductor manufacturers expand production capacity to meet the needs of AI infrastructure, advanced computing, and next-generation electronics, the ability to accurately track wafers throughout the production process is becoming increasingly important. Even a small number of missed reads can cause delays, increase workload, and harm equipment yield. The In-Sight 1750 helps manufacturers overcome these challenges by reliably reading many complex markings and identifiers on wafers and panels, including various degraded markings and difficult substrates that often require intervention. Building on Cognex's long-standing leadership in wafer identification, this system combines Cognex's latest AI innovations, advanced imaging technology, and lighting specially designed to help manufacturers ensure traceability and production capacity in demanding semiconductor industry environments. The result: fewer interruptions, more consistent process control, and greater confidence in manufacturing operations. "Investments in AI infrastructure are driving a new wave of expansion across the semiconductor industry, and chip manufacturers are being called on to bring new capacity online faster than ever, while meeting the strictest quality standards," said Matt Moschner, CEO of Cognex. "The In-Sight 1750 combines our latest artificial intelligence technology with decades of semiconductor expertise to help manufacturers increase production without compromising quality or traceability." Key benefits for customers * More reliable wafer traceability, helping manufacturers ensure quality and process control throughout manufacturing and packaging steps. * Fewer production interruptions, reducing the need for operator intervention and manual troubleshooting. * Faster upgrades, enabling current users to move from previous-generation systems to the new system without extensive redesign. * Better equipment utilization, enabling manufacturers to maintain production capacity even when they must read difficult marks on complex wafer and substrate materials. The In-Sight 1750 is designed to integrate seamlessly with existing processes. By incorporating advanced artificial intelligence capabilities into a wafer identification platform developed through decades of semiconductor experience, this system helps manufacturers improve traceability and production capacity without requiring major changes to existing processes. Designed specifically for current In-Sight 1740 users, it supports job conversion and streamlined upgrades, helping manufacturers move to the next generation of wafer identification with minimal disruption while taking advantage of Cognex's latest AI-based features. A new online configuration interface simplifies setup and allows users to be up and running quickly, while the built-in measurement logging function facilitates quality control and process monitoring. About Cognex Corporation For more than 40 years, Cognex has facilitated advanced machine vision, paving the way for manufacturing and distribution companies to become faster, smarter, and more efficient through automation. The innovative technology in our sensors and vision systems addresses critical manufacturing and distribution challenges, delivering unmatched performance to the automotive, consumer electronics, and packaged goods industries. Cognex makes these tools more powerful and easier to deploy through its long-standing focus on AI, helping factories and warehouses improve quality and maximize efficiency without the need for highly technical expertise. Our headquarters is near Boston, in the United States; we are present in more than 30 countries and have more than 30,000 customers worldwide. To learn more, visit cognex.com. Media contact Liz Bradley Communications manager Cognex Corporation [email protected] Investor relations contact Greer Aviv Investor relations manager Cognex Corporation [email protected]
Cognex Corporation is expanding its AI-powered machine vision technology across data centres, semiconductors, electronics, packaging and logistics. Chief Financial Officer Dennis Fehr told Morgan Stanley's 14th Annual Laguna Conference that the company's In-Sight 3900 and OneVision tools can train models in the cloud whilst running inspections on-device. The company reported strong market growth, including more than 40% expansion in China this year. Adjusted EBITDA margins have risen from 17% in 2024 to approximately 30% guidance for this year. Cognex's technology helps customers inspect products, identify parts in production, measure items and guide robotic arms. Logistics remains the largest end market, alongside semiconductors, packaging and electronics. The company is targeting applications previously handled by human inspection or unsolvable with traditional machine vision.
Cognex Corporation has agreed to acquire RealSense, a leader in depth-sensing cameras and vision technology for robotic perception, for approximately $500 million. The acquisition will be financed entirely from Cognex's existing cash and investments. RealSense, originally founded by Intel in 2014 and spun out in 2025, is expected to generate revenue of $80 million to $90 million in 2026, representing more than 50% growth over the prior year. The deal expands Cognex's served market into robotic perception, estimated at $600 million today and expected to grow over 25% annually to approximately $1.6 billion by 2030. Cognex will also provide a three-year $56.5 million cash retention programme for RealSense employees and grant restricted stock units valued at approximately $50 million. The transaction is expected to close in the fourth quarter of 2026.
Cognex to present at the Morgan Stanley 14th Annual Laguna Conference. Sep 02, 2026, 08:00 ET NATICK, Mass., Sept. 2, 2026 /PRNewswire/ - Cognex Corporation (NASDAQ: CGNX), the global technology leader in industrial machine vision, today announced that Dennis Fehr, Chief Financial Officer, is scheduled to participate in a fireside chat at the Morgan Stanley 14th Annual Laguna Conference on Wednesday, September 16, 2026, at 7:45 a.m. Pacific Time. The live webcast and subsequent replay can be accessed from Cognex's Investor Relations website at www.cognex.com/investor. About Cognex Corporation For over 40 years, Cognex has been making advanced machine vision easy, paving the way for manufacturing and distribution companies to become faster, smarter, and more efficient through automation. Innovative technology in our vision sensors and systems solves critical manufacturing and distribution challenges, providing unparalleled performance for industries from automotive to consumer electronics to packaged goods. Cognex makes these tools more capable and easier to deploy thanks to a longstanding focus on AI, helping factories and warehouses improve quality and maximize efficiency without needing highly technical expertise. We are headquartered near Boston, USA, with locations in over 30 countries and more than 30,000 customers worldwide. Learn more at cognex.com. Investor Relations Contact: Greer Aviv - Head of Investor Relations Cognex Corporation [email protected] SOURCE Cognex Corporation
Cognex, a maker of machine vision systems for industrial automation, has seen its shares surge 85% this year as AI extends into physical applications. The company produces cameras and software that enable robots to detect, measure, and position objects, combining vision technology with AI to enhance automation. In the second quarter, Cognex reported earnings of 45 cents per share on sales of $291 million, with earnings up 80% and revenue up 17% year-on-year. Both figures exceeded analyst expectations. The company recently partnered with Nvidia and Qualcomm to launch AI vision platforms. Analysts have raised full-year profit estimates to $1.68 per share, representing 65% growth. Mutual funds collectively own 67% of outstanding shares, with increasing holdings over recent quarters.