--- title: "Tech Hardware Meets Resource Growth as Cohu Secures AI Orders Amid Centerra and Nutrien Output Surges" type: "News" locale: "en" url: "https://longbridge.com/en/news/296207207.md" description: "Semiconductor equipment maker Cohu capitalized on AI data center demand in early 2026, contrasting with robust resource production from Centerra Gold and Nutrien. Meanwhile, edge hardware and space infrastructure commercialization advanced through hardware players Vuzix and Astrotech." datetime: "2026-08-18T09:44:02.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/296207207.md) - [en](https://longbridge.com/en/news/296207207.md) - [zh-HK](https://longbridge.com/zh-HK/news/296207207.md) --- # Tech Hardware Meets Resource Growth as Cohu Secures AI Orders Amid Centerra and Nutrien Output Surges Semiconductor testing equipment manufacturer Cohu (COHU.US) posted $125.1 million in fiscal first-quarter net sales for 2026, underpinned by a solid 60% recurring revenue base and recent order wins for testing next-generation GaN power devices in AI data centers. In the wearable hardware space, Vuzix (VUZI.US) reported second-quarter total revenue of $1.1 million. While representing a 14% year-over-year decline, the company advanced its commercialization by delivering next-generation test units to Amazon and securing follow-on orders from European partner Augmex. Pivot strategies heavily defined the micro-cap and frontier sectors. Antelope Enterprise Holdings (ANTW.US) executed a 1-for-16 reverse stock split in August to maintain exchange compliance, whilst booking $190,000 in returns from a structured digital asset strategy that included a $1 million Bitcoin treasury allocation. Meanwhile, Astrotech (ASTC.US) established a strategic advisory board to accelerate its Lunar Power and Light Corporation subsidiary’s ambitious commercial lunar power facility blueprints. Traditional resources and agricultural materials offset tech volatility with clear output growth. Centerra Gold (CGAU.US) generated $442.71 million in second-quarter revenue, comfortably beating estimates as robust production at its Turkish Öksüt mine prompted a 9% upward revision in its full-year gold output guidance. On the agricultural front, Nutrien (NTR.US) delivered $1.11 billion in adjusted EBITDA during the first quarter, fueled by record-setting potash sales volumes. Broader momentum in raw materials was effectively captured by the Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC.US), which secured a year-to-date return of approximately 35% through active management. In the broader equities landscape, healthcare major Novartis (NVS.US) maintained its global pharmaceutical execution, officially releasing its second-quarter financials in July. Investors also navigated regional exposure and alternative yield generation via passive instruments like the iShares MSCI Poland ETF (EPOL.US) and derivative-income strategies (QDTE.US) amid an evolving 2026 macroeconomic environment. ### Related Stocks - [VUZI.US](https://longbridge.com/en/quote/VUZI.US.md) - [ASTC.US](https://longbridge.com/en/quote/ASTC.US.md) - [COHU.US](https://longbridge.com/en/quote/COHU.US.md) - [NVS.US](https://longbridge.com/en/quote/NVS.US.md) - [CGAU.US](https://longbridge.com/en/quote/CGAU.US.md) - [NTR.US](https://longbridge.com/en/quote/NTR.US.md) ## Related News & Research - [Nutrien releases transcript of Q2 2026 earnings call](https://longbridge.com/en/news/296149573.md) - [Boston Common Asset Management LLC Cuts Stock Position in Novartis AG $NVS](https://longbridge.com/en/news/295901586.md) - [Vuzix begins shipping Causeway waveguide bridge samples for AI data center optical interconnects](https://longbridge.com/en/news/296225644.md) - [Kynexis extends Series A to EUR 97 million, Novartis Venture Fund joins round led by Forbion](https://longbridge.com/en/news/296347495.md) - [Triasima Portfolio Management inc. Trims Holdings in Novartis AG $NVS](https://longbridge.com/en/news/295784649.md)