NasdaqGS:COHUSemiconductor
Is Cohu's (COHU) HBM Testing Momentum Quietly Rewiring Its Role In The AI Chip Chain?
In recent days, Needham upgraded Cohu from Hold to Buy and highlighted the company’s underappreciated role in high-bandwidth memory test and inspection, coinciding with repeat orders for its Neon HBM systems tied to AI semiconductor demand.
This combination of renewed analyst confidence and tangible HBM-related orders underscores how Cohu’s behind-the-scenes technology is becoming more central to AI-driven chip supply chains.
We’ll now examine how Needham’s upgrade, anchored in Cohu’s HBM...