Cohu Inc. recently shared an investor presentation outlining their financial performance and market position. The company reported a revenue of $402 million for the fiscal year 2024, with a gross margin of approximately 45%. As of March 29, 2025, Cohu held cash and investments valued at $201 million. The presentation highlighted that around 65% of their revenue is recurring, stemming from a robust installed base of approximately 24,800 units. Cohu maintains a strong market position with a 20% share in an addressable market worth approximately $2 billion. The company is focused on opportunities in AI data centers, automotive ADAS and electrification, edge AI computing, industrial automation, consumer wearables, and infotainment. Cohu's broad intellectual property portfolio includes active thermal control for processor tests and advanced vision inspection technologies. You can access the full presentation through the link below.
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