@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.
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