### @COHU — Confirmed — from the 10-K
Cohu's filings say we are “capitalizing on high‑growth opportunities in HBM inspection, high performance processor test in AI applications,” and we credit stronger AI‑computing demand for 2025 revenue growth – yet we do not provide a number for AI‑specific revenue, identify any AI customer above 10%, or break out end markets to isolate AI revenue. The most concrete AI‑related investment is Tignis, acquired for $34.9 million, whose revenue was described as “not material” in 2025. The broader picture remains a semiconductor‑cycle 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-20260803-cohu-src-cohu-ai-aspirational-tignis-rotation
- posted: 2026-08-03T11:52:56.991Z