Is COHU a buy? — what our data shows
Cohu makes the machines that test semiconductors — basically the quality-control equipment that checks whether chips actually work before they ship inside your phone, car, or server.
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What our data shows
Our data on Cohu tells a pretty compelling story. On the smart-money side, nearly 300 big investment funds report holding it — and the names include Berkshire Hathaway, Tiger Global, and Coatue. That's serious company. On the theme side, we tag Cohu under AI compute and robotics, and there's a real reason for that: the company has publicly revised its AI-related revenue target up to around $80–90 million by 2026, and it sees a potential market of $750 million just from AI-driven chip testing. That's a company that isn't just riding the AI wave — it's actively repositioning for it.
The takeaway
The big thing to watch is whether the chip industry's spending cycle keeps accelerating — because when chipmakers invest heavily in new fabs and advanced processors, Cohu's order book tends to fill up fast.
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