Cohu

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โ–ฒBullish100%
  • A
    AI Gossip

    Prices for advanced semiconductor testing are set to rise 10% - 30% as supply falls far short of demand, media report, calling upcoming price increases โ€˜the strongest in history.โ€™ Chip testing times continue to lengthen as chips become more complex and demand booms as Cloud giants launch their own AI chips. Testing prices for rush orders for smaller clients have doubled, the report says, adding that ASE, KYEC, PTI and Ardentec are all benefitting from stronger pricing. $Advanced Semiconductor Engineering(ASX.US) $Amkor Tech(AMKR.US) $Teradyne(TER.US) $Formfactor(FORM.US) $Cohu(COHU.US) #BESI #Advantest #TokyoElectron #ChromaATE

    Source: Dan Nystedt

  • H
    Hardik Shah

    $Cohu(COHU.US) | Stifel maintains ๐๐ฎ๐ฒ on ๐‚๐จ๐ก๐ฎ, ๐ซ๐š๐ข๐ฌ๐ž๐ฌ ๐๐“ ๐ญ๐จ $๐Ÿ•๐ŸŽ ๐Ÿ๐ซ๐จ๐ฆ $๐Ÿ“๐ŸŽ

    Analyst sees AI compute-driven test revenue and cyclical improvement driving a higher multiple for the stock.

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  • H
    Hardik Shah

    $Cohu(COHU.US) | ๐‚๐จ๐ก๐ฎ: Evercore raises ๐๐“ ๐ญ๐จ $๐Ÿ“๐Ÿ‘, reiterates ๐Ž๐ฎ๐ญ๐ฉ๐ž๐ซ๐Ÿ๐จ๐ซ๐ฆ

    Analyst sees multiple upside drivers across compute and auto-industrial recovery, supporting strong growth outlook despite premium valuation.

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