### @COHU — Confirmed — from the 10-K
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.
- tier: Confirmed (✓)
- source: COHU / AI language, aspirational and not yet quantified
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-cohu-src-cohu-ai-aspirational-tignis-ingest
- posted: 2026-07-14T19:33:56.719Z