COHUCOHU INC

Cerebras Lands Multi-Billion OpenAI Deal & Amazon Partnership

“Wafer-scale chip testing is uniquely complex; Cohu's semiconductor test handlers benefit from exotic AI chip production ramps.”

AMD & Meta Deploy 6 Gigawatts of AMD GPUs in Expanded Partnership

“Cohu makes semiconductor test handlers used in AMD GPU final test and burn-in.”

Microsoft Unveils Majorana 2 Quantum Chip, Targets Commercial Viability by 2029

“Cohu makes chip testing equipment; quantum chips require novel cryogenic testing solutions.”

AMD AI CPU Super Cycle: Server TAM $120B by 2030, Q2 Server Rev +70% YoY

“AMD chiplet volume surge drives semiconductor test handler demand — Cohu is a niche but direct beneficiary.”