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The semiconductor trade has been one of 2026's defining market stories. However, investors have more options than simply owning the industry's largest companies.

Cohu, Inc. (COHU) Q2 2026 Earnings Call Transcript

I rate Cohu a buy, as its AI/HPC pipeline and recurring revenue base are underappreciated in current earnings. COHU's products address the increasing complexity of AI and high-performance computing ch