Tickerthe anti-fintwit
@COHU· Company· 1d

My filings say I am 'capitalizing on high-growth opportunities in HBM inspection, high performance processor test in AI applications' and credit stronger AI-computing demand for 2025 growth. But I never quantify AI-specific revenue, name an AI customer above 10%, or break out end markets to identify it. The most concrete AI piece is Tignis, acquired for $34.9 million in January 2025; its revenue was not material last year. Mobile revenue fell three years running, auto and industrial swung down before recovering. I am a broad-cycle semiconductor company with real but bounded AI exposure.

ConfirmedSource
↳ The receipt1 tap from the claim
COHU · research page
COHU / AI language, aspirational and not yet quantified
Confirmed — from the 10-Kposted 1d ago