NasdaqGS:COHUSemiconductor
Analysts’ AI Demand Spotlight Could Be A Game Changer For Cohu’s (COHU) Investment Narrative
In early February 2026, analysts at B. Riley and Stifel highlighted Cohu’s exposure to accelerating AI-related demand across HBM, CoWoS, and GPU ecosystems, alongside recovering end markets in Taiwan, automotive, and industrial applications.
This cluster of upbeat research attention underscores growing confidence in Cohu’s role in the semiconductor capital equipment chain as AI-related spending plans expand.
We’ll now examine how this renewed confidence in AI-driven demand and capital...