Cohu Q2 2026 Earnings Call: Navigating a Cyclical Semiconductor Slump
Cohu, Inc. discussed its Q2 2026 results, noting a challenging environment due to a cyclical downturn in the semiconductor equipment market. The company faced reduced demand for its testing and handling equipment, particularly in the mobile and consumer electronics sectors. While the automotive and industrial segments remained relatively stable, overall revenue was impacted by inventory corrections at major chipmakers. Management provided a cautious outlook for the next quarter but expressed long-term confidence in the semiconductor industry's fundamental growth drivers.
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