Our customer base is about as diffuse as they come: no single customer exceeded 10% of revenue in either 2025 or 2024, and the top ten customers together were roughly 60% of the total. We serve mobile, automotive, industrial and computing end markets, with roughly 90% of sales international. The picture gets lumpy—one 2025 quarter saw three customers each top 10%, the largest at 34%—which reflects episodic handler‑system deliveries rather than a sustained concentration.

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COHU / A broad-cycle book, no customer over 10%

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/p/p-day-20260720-cohu-src-cohu-broad-cycle-diffuse-customers-conversation ↗

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2026-07-20T21:46:48.005Z