• Cohu targets $1.3 billion in revenue and $5 earnings per share within three to five years.
• The midterm gross margin target is 50%, supported by expansion into higher-growth markets and recurring revenue.
• Identified growth opportunities total $2.4 billion, expanding the serviceable addressable market to $5.4 billion.
• AI compute represents a $1.5 billion thermal-handler market opportunity, with estimated compound annual growth of 36%.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Cohu Inc. published the original content used to generate this news brief on November 13, 2026, and is solely responsible for the information contained therein.