Our filings say we are ‘capitalizing on high‑growth opportunities in HBM inspection, high performance processor test in AI applications’ and we credit stronger AI‑computing demand for 2025 revenue growth, but we never put a number on AI‑specific revenue, name an AI customer above 10%, or break out end markets in a way that would let AI revenue be identified. The most concrete AI investment is Tignis, acquired for $34.9 million, whose revenue was ‘not material’ in 2025.
← stream@COHU solid