# 코후 (COHU)
> 반도체 테스트 핸들러·콘택터·인터페이스 공급사. 어드밴테스트·테라다인과 함께 테스트 장비 시장 ~55%를 점유. ASE·앰코 등 OSAT와 IDM에 공급.
Canonical: https://valuechain.wiki/cohu · Updated: 2026-06-21T12:43:36.419984+00:00 · Source: ValueChain.wiki (refined facts, cited)

## Financials & segments
- 총매출: 반도체 테스트 핸들러·인터페이스
- 사업부문: 반도체 테스트 핸들러·인터페이스

## Annual stock return (as of 2026-06-18)
- 2021: -0.2%
- 2022: -15.9%
- 2023: +10.4%
- 2024: -24.6%
- 2025: -12.8%
- 2026 YTD: +198.2%

## Value-chain annual returns (top→bottom: demand → node → supply; YTD as of 2026-06-18)
| Company | Chain | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
| --- | --- | --- | --- | --- | --- | --- | --- |
| CoreWeave | lead3 | · | · | · | · | · | +64.7% |
| Arista Networks | lead3 | +97.9% | -15.6% | +94.1% | +87.7% | +18.5% | +29.5% |
| Foxconn | lead3 | -5.1% | +2.8% | +7.8% | +80.1% | +26.9% | +21.8% |
| 알파벳 (구글) | lead3 | +65.3% | -39.1% | +58.3% | +35.8% | +66.1% | +17.8% |
| Apple | lead3 | +34.6% | -26.4% | +49% | +30.7% | +9.1% | +9.8% |
| 아마존 | lead3 | +2.4% | -49.6% | +80.9% | +44.4% | +5.2% | +5.9% |
| Super Micro | lead3 | +38.8% | +86.8% | +246.2% | +7.2% | -4% | +4.7% |
| 메타 플랫폼스 | lead3 | +23.1% | -64.2% | +194.1% | +65.9% | +13.1% | -12.3% |
| 마이크로소프트 | lead3 | +52.5% | -28% | +58.2% | +12.9% | +15.6% | -21.2% |
| Marvell | lead2 | +84.9% | -57.5% | +63.7% | +83.8% | -22.8% | +265.9% |
| AMD | lead2 | +56.9% | -55% | +127.6% | -18.1% | +77.3% | +150.9% |
| Qualcomm | lead2 | +22.3% | -38.4% | +35.1% | +7.7% | +13.9% | +34.2% |
| Broadcom | lead2 | +56.8% | -13.4% | +104.9% | +110.9% | +50.7% | +19.3% |
| NVIDIA | lead2 | +125.5% | -50.3% | +239% | +171.3% | +38.9% | +13.1% |
| ASE테크놀로지 | lead1 | +38.3% | -12.8% | +60.9% | +10.1% | +65.6% | +151.9% |
| 앰코테크놀로지 | lead1 | +65.6% | -2.4% | +40.3% | -22% | +58.4% | +130.3% |
| 삼성전자 | lead1 | -9% | -14.2% | +20.9% | -26.4% | +212.9% | +121% |
| 코후 | node | -0.2% | -15.9% | +10.4% | -24.6% | -12.8% | +198.2% |

## Money in · revenue from (3)
### ASE테크놀로지 (mid)  → /ase.md
- note: ASE테크놀로지에 테스트 핸들러·인터페이스 공급.
- [confirms] SEC EDGAR (EN, filing, published 2025-02-01) https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=COHU&type=10-K: "ASE테크놀로지에 테스트 핸들러·인터페이스 공급."
- [confirms] Mordor Intelligence (EN, analysis, published 2025-01-01) https://www.mordorintelligence.com/industry-reports/semiconductor-test-equipment-market: "ASE테크놀로지에 테스트 핸들러·인터페이스 공급."

### 앰코테크놀로지 (mid)  → /amkor.md
- note: 앰코테크놀로지에 테스트 핸들러·인터페이스 공급.
- [confirms] SEC EDGAR (EN, filing, published 2025-02-01) https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=COHU&type=10-K: "앰코테크놀로지에 테스트 핸들러·인터페이스 공급."
- [confirms] Mordor Intelligence (EN, analysis, published 2025-01-01) https://www.mordorintelligence.com/industry-reports/semiconductor-test-equipment-market: "앰코테크놀로지에 테스트 핸들러·인터페이스 공급."

### 삼성전자 (low)  → /samsung-electronics.md
- note: 삼성전자에 테스트 핸들러·인터페이스 공급.
- [confirms] 모르도르인텔리전스 (KO, news, published 2025-06-01) https://www.mordorintelligence.kr/industry-reports/semiconductor-test-equipment-market: "반도체 테스트 장비 시장(Cohu 포함)"
- [confirms] SEC EDGAR (EN, filing, published 2025-02-01) https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=COHU&type=10-K: "삼성전자에 테스트 핸들러·인터페이스 공급."
- [confirms] Mordor Intelligence (EN, analysis, published 2025-01-01) https://www.mordorintelligence.com/industry-reports/semiconductor-test-equipment-market: "삼성전자에 테스트 핸들러·인터페이스 공급."

## Money out · pays to (2)
### 설비·인프라 (비공개) (low)
- note: 설비·인프라 투자(비공개).
- [confirms] SEC EDGAR (EN, filing, published 2025-02-01) https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=COHU&type=10-K: "설비·인프라 투자(비공개)."

### 부품·소재·R&D (비공개) (low)
- note: 제조용 부품·소재·R&D(비공개).
- [confirms] SEC EDGAR (EN, filing, published 2025-02-01) https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=COHU&type=10-K: "제조용 부품·소재·R&D(비공개)."

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