COHU
Guest preview — showing qualitative direction only.
COHU Analysis Summary
Cohu (COHU) operates in Layer 1: Semiconductor Manufacturing, in the Semiconductor Test sub-sector. With a $1.4B market cap and 25% AI-derived revenue, it sits in the upstream tier of the AI supply chain.
The current composite signal is bullish with high conviction, driven primarily by quarterly factors.
COHU has supply chain relationships with 3 companies in the AI ecosystem. Downstream customers include ASX, AMKR, TER.
COHU is currently a beneficiary of 1 bottleneck (TSMC CoWoS Packaging).
Learn more about our signal methodology. View Signal History → Cohu AI Visibility →
Analysis as of Jul 5, 2026 07:04 UTC (quarterly run). Mixed data.
Data Trust
Quality grade A · Score 0.98 · Updated Jul 5, 2026 07:04 UTC (11.5h ago)
Source-by-source provenance available after sign-in.
Signal Snapshot
Current model view is bullish with high conviction. Based on the latest quarterly run.
Primary driver appears to be quarterly factors for this ticker.
Latest Recommendation (Guest Preview)
Low bullish on Cohu (Semiconductor Manufacturing, 25% AI revenue). Signal: +0.21.
Supply Chain Position (Guest Preview)
Neighbor signal strengths and propagation context available after sign-in.
Portfolio Position
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Bottleneck Exposure (Guest Preview)
Fundamentals & Characteristics
- Market Cap
- $1,400M (1.4B)
- Avg Daily Volume
- $15.0M
- AI Revenue %
- 25%
- Liquid Options
- No
- Layer
- 1 — Semiconductor Manufacturing
- Sub-Sector
- Semiconductor Test
- Mega Cap
- No
Latest Signal Snapshot
Full multi-run history, trend charts, and component-level changes available after sign-in.
Key Facts About COHU
- Company: Cohu
- Supply Chain Position: Semiconductor Manufacturing (Layer 1 of 10)
- Market Cap: $1.4B
- AI Revenue: 25%
- Sub-sector: Semiconductor Test
- Tier: Upstream
- Supply Chain Partners: 3 companies
COHU FAQ
What does Cohu do in AI?
Cohu (COHU) operates in the Semiconductor Manufacturing layer of the AI supply chain, in the Semiconductor Test sub-sector.
Is COHU a buy or sell?
Full signal analysis for COHU is available after sign-in at Early Signal. Our quantitative model analyzes momentum, sentiment, earnings, and supply chain factors.
What AI supply chain layer is COHU in?
COHU is in Layer 1: Semiconductor Manufacturing. Early Signal's 10-layer taxonomy traces the AI value chain from raw materials (Layer 0) through semiconductor manufacturing, chips, infrastructure, cloud platforms, AI tools, foundation models, applications, AI-enabled transformation, to secondary beneficiaries (Layer 9). Learn more on the methodology page.
What is Cohu's AI revenue exposure?
Cohu derives approximately 25% of its revenue from AI-related activities. It has a market capitalization of $1.4B and sits in the upstream tier of the AI supply chain.
⚡ AI Brand Visibility
How often AI models (ChatGPT, Claude, Gemini) mention Cohu when users ask questions in its category.
Source: geo.sig.ai — tracks AI visibility for 5,600+ companies across 30 verticals.