COHU INC

Cohu, Inc. ( Cohu , we , our , us and the Company ) was founded in 1947 and is a global supplier of equipment and services optimizing semiconductor manufacturing yield and productivity. Cohu’s differentiated and broad product portfolio enables optimized yield and productivity, accelerating customers’ manufacturing time-to-market. Our products and services provide enabling capability and technology to customers that deliver connectivity around the globe, autonomous driving to our cities, high-performance computing to enable artificial intelligence ( AI ) applications, advanced medical equipment to improve lives, robotic automation to accelerate productivity, and much more. Cohu’s recurring revenue consists of interface products, services, spares, upgrades, configuration tooling, and software analytics, supporting a resilient and scalable business model which complements the systems revenue driven by the capital expenditure of our customers. Our active equipment installed base exceeds 25,000 systems, serving over 280 high-volume manufacturing facilities across 108 customers in 31 countries. Cohu’s strategy is centered on innovation, with substantial research and development ( R&D ) investments in product development. Cohu is capitalizing on high-growth opportunities in high-bandwidth memory ( HBM ) inspection, high performance processor test in AI applications (CPUs, embedded-NPUs, discrete and integrated GPUs, ASICs and xPUs), mixed signal devices, silicon carbide ( SiC ) and gallium nitride ( GaN ) wide bandgap test, and AI-driven software analytics.