--- title: "Cohu and VIAVI Signal Stronger AI Hardware Demand as Tech Supply Chain Beats Estimates" type: "News" locale: "en" url: "https://longbridge.com/en/news/293818316.md" description: "Driven by AI infrastructure spillover and structural sector recoveries, companies like Cohu and VIAVI are disclosing stronger-than-expected guidance. Fresh semiconductor test orders and breakthrough clinical data are prompting rapid market repricing across these components." datetime: "2026-07-25T09:13:28.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/293818316.md) - [en](https://longbridge.com/en/news/293818316.md) - [zh-HK](https://longbridge.com/zh-HK/news/293818316.md) --- # Cohu and VIAVI Signal Stronger AI Hardware Demand as Tech Supply Chain Beats Estimates A diverse basket of offshore US equities is disclosing stronger-than-expected financial guidance and core operational milestones, driven by the spillover effects of AI infrastructure build-outs and sector-specific structural recoveries. From follow-on orders for next-generation semiconductor test platforms to breakthrough clinical trial data, these companies are actively repositioning their capital to signal robust fundamentals to the market, according to recent corporate filings and data. ### VIAVI SOLUTIONS INC (VIAV.US) Test and measurement technology provider VIAVI Solutions (VIAV.US) is experiencing a strong structural resurgence in demand. The company is riding a multi-year upgrade cycle as data center ecosystem clients push optical connections to 400G, 800G, and even 1.6T architectures. In mid-July, VIAVI announced securing **EUR 1.1M** in European Union funding to support the SHIELD-6G cybersecurity project. This follows the late June launch of the industry's first validation solution for Ultra Ethernet transport, designed to accelerate AI data center deployments. ### COHU INC (COHU.US) Semiconductor test equipment supplier Cohu (COHU.US) is targeting second-quarter 2026 revenue of **USD 144M**, representing a 15% sequential increase. This comes after the company posted Q1 revenue of **USD 125.1M**, topping estimates of USD 122.07M. "The AI data center fundamentally changes the performance requirements for power semiconductors," said Cohu President and CEO Luis Müller. In May, the firm received approximately **USD 5M** in orders for its DiamondX platform, specifically intended for developing and manufacturing Gallium Nitride (GaN) power devices for AI data center power architectures. ### MAREX GROUP PLC (MRX.US) Global financial services platform Marex (MRX.US) is actively expanding its clearing footprint. The firm recently announced that clients will be able to post USDC—a regulated stablecoin—as margin for derivatives trading, signaling a deeper integration with digital assets. Earlier, Marex completed its redomiciliation from the UK to Bermuda and finalized a **USD 500M** hybrid note offering in June, providing ample liquidity for its broader Asia-Pacific expansion, including the acquisition of Bright Point International. ### ALPHA TAU MEDICAL LTD (DRTS.US) Alpha Tau Medical (DRTS.US), an oncology therapeutics developer, reported highly positive clinical data. In a study of 9 evaluable head and neck cancer patients treated with Alpha DaRT in combination with Keytruda, the objective response rate hit **100%**, comprising 4 complete and 5 partial responses. This compares to a historical ORR of roughly 19% for Keytruda monotherapy. The study showed a median overall survival of **18.2 months**, significantly outperforming historical benchmarks. ### KALA PHARMACEUTICALS INC (KALA.US) Undergoing a strategic pivot to an AI platform for the biotech industry, KALA BIO (KALA.US) recently implemented a 1-for-50 reverse stock split. The company commercially launched its Bionic Intelligence Research Agent (BIRA) via Researgency.ai earlier this year, aiming to provide enterprise-grade secure AI infrastructure for pharmaceutical research. Management also indicated that a recent US executive order intended to accelerate psychedelic research would serve as a major catalyst for its AI platform. ### RESMED INC (RMD.US) Sleep health hardware giant ResMed (RMD.US) posted Q3 fiscal 2026 revenue of **USD 1.431B**, up 11% year-over-year, while non-GAAP diluted EPS jumped 21% to **USD 2.86**. Operating cash flow stood at a robust **USD 554M**. In a move to prioritize its high-growth sleep and connected home care segments, ResMed announced in July a definitive agreement to sell its MatrixCare business to private equity firm Frazier Healthcare Partners, following the earlier acquisition of wearable therapeutics company Noctrix Health. ### RUBICO INC. (RUBI.US) Greek shipping services provider Rubico (RUBI.US) is aggressively restructuring its fleet operations. In mid-July, the company announced its management-estimated Net Asset Value (NAV) surged 94% to **USD 183.1M**. Rubico then signed an LOI to acquire a newbuild MR tanker attached to a 7-year Trafigura time charter at **USD 18,750** per day. The move increases its potential gross revenue backlog by 33% to roughly **USD 305M**. Simultaneously, the firm decided to exit the megayacht sector to redeploy capital into its core tanker business. ### MEGA FORTUNE COMPANY LIMITED (MGRT.US) Hong Kong-based IoT solutions company Mega Fortune (MGRT.US) has emerged as one of the most extreme performers on US exchanges this year. Driven by massive retail speculative momentum beginning in early 2026, the stock has skyrocketed over **1,000%** year-to-date, briefly surging more than 2,000% in April. However, despite the violent price action, the company has not released any material new operational announcements or fundamental guidance to support the valuation. ### SEALSQ CORP (LAES.US) Post-quantum cryptography hardware maker SEALSQ Corp (LAES.US) expects preliminary first-half 2026 revenue of approximately **USD 11M**, a massive **120%** increase from the USD 5M reported in the same period last year. The company reaffirmed its full-year fiscal 2026 revenue guidance of **USD 27M to USD 36M**. Earlier this month, SEALSQ inked a **USD 5M** commercial agreement with Quobly to integrate post-quantum security into next-gen silicon-based quantum computing platforms. ### TRANE TECHNOLOGIES PLC (TT.US) Global climate innovator Trane Technologies (TT.US) continues to build a massive order backlog in data center cooling and commercial HVAC systems. The company reported Q1 2026 earnings per share of **USD 2.63**, beating the consensus estimate of USD 2.53, while revenue rose 6.0% year-over-year to **USD 4.97B**. Backed by solid cash generation, the board of directors recently approved a 12% hike to the quarterly dividend, bringing it to **USD 1.05** per share. _This article does not constitute investment advice._ ### Related Stocks - [VIAV.US](https://longbridge.com/en/quote/VIAV.US.md) - [COHU.US](https://longbridge.com/en/quote/COHU.US.md) - [MRX.US](https://longbridge.com/en/quote/MRX.US.md) - [DRTS.US](https://longbridge.com/en/quote/DRTS.US.md) - [KALA.US](https://longbridge.com/en/quote/KALA.US.md) - [RMD.US](https://longbridge.com/en/quote/RMD.US.md) - [RUBI.US](https://longbridge.com/en/quote/RUBI.US.md) - [MGRT.US](https://longbridge.com/en/quote/MGRT.US.md) - [LAES.US](https://longbridge.com/en/quote/LAES.US.md) - [TT.US](https://longbridge.com/en/quote/TT.US.md) ## Related News & Research - [Hsbc Holdings PLC Buys New Shares in Cohu, Inc. $COHU](https://longbridge.com/en/news/294175265.md) - [Systematic Financial Management LP Reduces Stock Holdings in Cohu, Inc. $COHU](https://longbridge.com/en/news/293736157.md) - [Trane Technologies Raises Annual Outlook](https://longbridge.com/en/news/294374686.md) - [Marex says UK retail demand for SpaceX IPO hits $100 billion, Winterflood WRAP allocates shares to 120,000 accounts](https://longbridge.com/en/news/293753582.md) - [Rubico enters LOI to buy MR tanker newbuild delivering Q2 2029](https://longbridge.com/en/news/293770563.md)