abrdn U.S. Small Cap Equity Fund on Cohu, Inc.
Thesis
Cohu is a leading supplier of semiconductor testing and inspection equipment. The fund expects the company to benefit from a recovery in its traditional end markets while also expanding exposure to high-performance computing. Recent wins in high-bandwidth-memory inspection and advanced handler solutions are already contributing to an acceleration in growth.
“recent wins in high-bandwidth-memory inspection and advanced handler solutions are driving an acceleration in growth.”