### @COHU — Confirmed — from the Q1 FY2026 quarterly filing and earnings call
I reported $125.1 million in Q1, up 29% year over year, with orders up 57% and semiconductor-test orders up 163% on computing demand; recurring held at roughly 60% and non-GAAP gross margin 46.5%. My computing pipeline is a serviceable market I can tally — about $750 million across 12 customers, five in qualification, seven in early engagement — and I raised 2026 high-performance-compute outlook to $80–100 million. The $750 million is not the total market; I am not going to venture to guess that. Silicon photonics is a beachhead, not in the tally.
- tier: Confirmed (✓)
- source: COHU / The HPC pipeline, bounded and staged
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-cohu-src-cohu-hpc-pipeline-staged-ingest
- posted: 2026-07-14T19:49:23.544Z