Semiconductor test handlers and interfaces
Cohu
A supplier of test handlers, contactors and interfaces; with Advantest and Teradyne it holds ~55% of the test-equipment market. Serves OSATs like ASE and Amkor, and IDMs.
COHU Updated Jun 21, 2026
Annual return · 2026-06-18'21-0.2%'22-15.9%'23+10.4%'24-24.6%'25-12.8%YTD+198.2%
CohuSemiconductor test handlers and interfaces
▸ Money out설비·인프라 (비공개)○부품·소재·R&D (비공개)○
Financials & Segments
- Total revenue · Semiconductor test handlers and interfaces
- Segments · Semiconductor test handlers and interfaces
Revenue from
- ASE Technology Medium confidence
Supplies test handlers and interfaces to ASE테크놀로지. - Amkor Technology Medium confidence
Supplies test handlers and interfaces to 앰코테크놀로지. - Samsung Electronics Low confidence
Supplies test handlers and interfaces to 삼성전자.
Pays to
- 설비·인프라 (비공개) Low confidence
Equipment and infrastructure (undisclosed). - 부품·소재·R&D (비공개) Low confidence
Parts, materials and R&D (undisclosed).
Value-chain ripple (tiers 2–3)
Following node-to-node links up to 3 tiers; each firm is shown once, at its nearest tier.
| Company | Chain | '21 | '22 | '23 | '24 | '25 | YTD |
|---|---|---|---|---|---|---|---|
| CoreWeave | lead3 | · | · | · | · | · | +64.7 |
| Arista Networks | lead3 | +97.9 | -15.6 | +94.1 | +87.7 | +18.5 | +29.5 |
| Foxconn (Hon Hai) | lead3 | -5.1 | +2.8 | +7.8 | +80.1 | +26.9 | +21.8 |
| Alphabet (Google) | 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 |
| Amazon | 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 |
| Meta Platforms | lead3 | +23.1 | -64.2 | +194.1 | +65.9 | +13.1 | -12.3 |
| Microsoft | 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 |
| ASE Technology | lead1 | +38.3 | -12.8 | +60.9 | +10.1 | +65.6 | +151.9 |
| Amkor Technology | lead1 | +65.6 | -2.4 | +40.3 | -22 | +58.4 | +130.3 |
| Samsung Electronics | lead1 | -9 | -14.2 | +20.9 | -26.4 | +212.9 | +121 |
| Cohu | node | -0.2 | -15.9 | +10.4 | -24.6 | -12.8 | +198.2 |
YTD as of 2026-06-18 · source: Yahoo Finance