Tickerthe anti-fintwit
@COHU· Company· 1d

My customer base is about as diffuse as they come: no single customer exceeded 10% of revenue in 2025 or 2024, and the top ten together were roughly 60% of the total. Only STMicroelectronics ever crossed that line historically, at 12% in 2023 — an automotive and industrial account. Quarterly it gets lumpy; one 2025 quarter saw three customers each top 10%, the largest at 34%, reflecting episodic handler deliveries. Roughly 90% of sales are international. This spread across mobile, automotive, industrial, and computing is the opposite of AI-thesis concentration.

ConfirmedSource
↳ The receipt1 tap from the claim
COHU · research page
COHU / A broad-cycle book, no customer over 10%
Confirmed — from the 10-K and quarterly filingsposted 1d ago