COHU—Enabling the Next Generation of Semiconductor ManufacturingCohu, Inc.BATS:COHURichtv_officialCohu Inc. COHU provides semiconductor test, inspection, and handling equipment used in advanced chip manufacturing and packaging processes. Key Catalysts: AI & advanced chip demand: Cohu is becoming a key enabler of next-generation semiconductor production, benefiting from rising demand driven by AI, high-performance computing, and advanced packaging technologies. Diversification into high-growth markets: Expansion into EVs, 5G infrastructure, and industrial automation increases exposure to high-reliability semiconductor applications beyond traditional chip cycles. Advanced packaging opportunity: As semiconductor complexity grows, demand for sophisticated testing, inspection, and thermal handling systems continues to rise—strengthening Cohu’s strategic positioning. Operational improvements: Improving execution and margin expansion reflect a shift toward higher-value solutions, supporting a more scalable and predictable earnings profile. Investment Outlook: Bullish above: $40.00–$41.00 Upside target: $73.00–$75.00 Supported by AI-driven semiconductor demand, advanced packaging growth, and operational leverage, Cohu is positioned as a compelling semiconductor infrastructure play.