Every belief hardened in the same direction. COHU is riding HBM inspection demand from HBM3 through HBM5, broadening into silicon photonics and custom AI silicon, with thermal head supply now the binding constraint on fulfillment.
Tessara post-call read · synthesized from the earnings-call transcriptreported Apr 30, 2026
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What moved, what it means for the thesis, and the signal others missed. Every name you cover, the night it prints.