Stock Track | Cohu Surges on Major AI-Driven Semiconductor Order

Stock Track11-06

Shares of Cohu, Inc. (NASDAQ:COHU), a leading provider of semiconductor test equipment and services, soared 6.79% on Monday after the company announced that it had secured a significant order from a top semiconductor memory manufacturer for its AI-driven inspection platform.

The chipmaker has selected Cohu's Neon platform to perform inspection and metrology of high-bandwidth memory devices (HBM) used in high-performance computing (HPC) and generative artificial intelligence (AI) applications. Neon offers a comprehensive 6-sided optical inspection and measurement system for micro-pillars, facilitating integration with factory automation and enabling efficient output sorting to meet the growing demand for HBM in the AI market.

Cohu's vision technology, enhanced by AI and deep learning algorithms, ensures accurate and reliable measurement of the thousands of micro-pillars on HBM devices, improving inspection yield and quality control. This order represents a strategic growth opportunity for Cohu, aligning with the secular growth trend in artificial intelligence and positioning the company as a key player in the rapidly evolving AI semiconductor ecosystem.

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