Cohu, Inc. (COHU) Report Analysis
Corporate Events
Cohu, Inc.(NasdaqGS:COHU) dropped from Russell 3000 Growth Index
2022-06-24 00:00:00
Cohu, Inc.(NasdaqGS:COHU) dropped from Russell 3000 Growth Index
Cohu, Inc.(NasdaqGS:COHU) dropped from Russell 2000 Growth Index
2022-06-24 00:00:00
Cohu, Inc.(NasdaqGS:COHU) dropped from Russell 2000 Growth Index
Cohu, Inc.(NasdaqGS:COHU) dropped from Russell Small Cap Comp Growth Index
2022-06-24 00:00:00
Cohu, Inc.(NasdaqGS:COHU) dropped from Russell Small Cap Comp Growth Index
Cohu, Inc.(NasdaqGS:COHU) dropped from Russell 2500 Growth Index
2022-06-24 00:00:00
Cohu, Inc.(NasdaqGS:COHU) dropped from Russell 2500 Growth Index
Cohu, Inc.(NasdaqGS:COHU) added to Russell 2000 Value-Defensive Index
2022-06-24 00:00:00
Cohu, Inc.(NasdaqGS:COHU) added to Russell 2000 Value-Defensive Index
Cohu, Inc.(NasdaqGS:COHU) added to Russell 2000 Defensive Index
2022-06-24 00:00:00
Cohu, Inc.(NasdaqGS:COHU) added to Russell 2000 Defensive Index
Cohu, Inc. Announces U.S. Semiconductor Manufacturer Selects Diamondx Platform for Testing Their Product Portfolio
2022-05-23 13:00:00
Cohu, Inc. announced U.S. semiconductor manufacturer has selected the Diamondx platform for testing their product portfolio. Diamondx’s low-cost universal test platform optimizes test parallelism for the entire Internet of Things (IoT) signal chain, including RF, power management and microcontroller devices. The RedDragon RF instrumentation suite for Diamondx enables testing of the expanding 5G frequencies, next generation Wi-Fi 7 and Ultra-Wideband (UWB) standards. Combined with high-density power management instruments, Diamondx delivers better throughput up to 480V testing capability in a flexible platform for IoT, high voltage data centers and electric vehicles.
Cohu, Inc. Presents at Cowen 50th Annual Technology, Media, and Telecom Conference, Jun-02-2022
2022-05-18 13:00:00
Cohu, Inc. Presents at Cowen 50th Annual Technology, Media, and Telecom Conference, Jun-02-2022 . Venue: New York City, New York, United States.
Cohu, Inc. Presents at 19th Annual Craig-Hallum Institutional Investor Conference, Jun-01-2022
2022-05-18 13:00:00
Cohu, Inc. Presents at 19th Annual Craig-Hallum Institutional Investor Conference, Jun-01-2022 .
Cohu, Inc. Presents at Baird 2022 Global Consumer, Technology & Services Conference, Jun-06-2022
2022-05-18 13:00:00
Cohu, Inc. Presents at Baird 2022 Global Consumer, Technology & Services Conference, Jun-06-2022 . Venue: InterContinental New York Barclay, 111 East 48th Street, New York City, New York, United States.
Cohu, Inc. Presents at Stifel 2022 Cross Sector Insight Conference, Jun-07-2022
2022-05-18 13:00:00
Cohu, Inc. Presents at Stifel 2022 Cross Sector Insight Conference, Jun-07-2022 . Venue: The InterContinental Boston Hotel, Boston, Massachusetts, United States.
Tranche Update on Cohu, Inc. (NasdaqGS:COHU)'s Equity Buyback Plan announced on October 28, 2021.
2022-05-16 00:00:00
From December 26, 2021 to April 30, 2022, the company has repurchased 343,428 shares, representing 0.71% for $10.66 million. With this, the company has completed the repurchase of 550,000 shares, representing 1.13% for $17.98 million under the buyback announced on October 28, 2021.
Cohu, Inc. Approves Amended and Restated Certificate of Incorporation
2022-05-05 21:01:00
Cohu, Inc. held its 2022 Annual Meeting of Stockholders on May 4, 2022. At the Annual Meeting, Cohu’s stockholders approved an amendment to Cohu’s Amended and Restated Certificate of Incorporation to increase the number of authorized shares of common stock from 60,000,000 to 90,000,000 shares.
Cohu, Inc. Provides Earnings Guidance for the Second Quarter and Full Year of 2022
2022-04-28 20:08:00
Cohu, Inc. provided earnings guidance for the second quarter and full year of 2022. The company expects second quarter 2022 sales to be between $205 million and $221 million.The company’s fiscal year 2022 outlook, % of incremental revenue expected to fall to operating income, estimated systems versus recurring sales.
Cohu, Inc. - Analyst/Investor Day
2022-04-27 11:12:00
Cohu, Inc. - Analyst/Investor Day
Cohu, Inc. Presents at B. Riley 22nd Annual Institutional Investor Conference, May-25-2022 07:30 AM
2022-04-19 09:30:00
Cohu, Inc. Presents at B. Riley 22nd Annual Institutional Investor Conference, May-25-2022 07:30 AM. Venue: The Beverly Hilton Hotel, Beverly Hills, California, United States. Speakers: Jeffrey D. Jones, Senior VP of Finance & CFO.
Cohu, Inc. to Report Q1, 2022 Results on Apr 28, 2022
2022-04-18 20:05:00
Cohu, Inc. announced that they will report Q1, 2022 results at 4:00 PM, US Eastern Standard Time on Apr 28, 2022
Cohu, Inc., Q1 2022 Earnings Call, Apr 28, 2022
2022-04-18 20:05:00
Cohu, Inc., Q1 2022 Earnings Call, Apr 28, 2022
Cohu, Inc. - Shareholder/Analyst Call
2022-03-25 19:00:00
AGM
Cohu, Inc., Annual General Meeting, May 04, 2022
2022-03-25 19:00:00
Cohu, Inc., Annual General Meeting, May 04, 2022, at 13:00 Pacific Standard Time. Agenda: To elect the two Class 3 nominees named in the attached proxy statement as directors each for a three-year term; to cast an advisory vote to approve named executive officer compensation, or; to approve an amendment to Amended and Restated Certificate of Incorporation to increase the number of authorized shares of common stock; and to ratify the appointment of Ernst & Young LLP as independent registered public accounting firm for fiscal year 2022.
Stifel, Nicolaus & Company, Incorporated, Stifel 2022 Cross Sector Insight Conference, Jun 06, 2022 through Jun 09, 2022
2022-03-02 19:15:00
Stifel, Nicolaus & Company, Incorporated, Stifel 2022 Cross Sector Insight Conference, Jun 06, 2022 through Jun 09, 2022. Venue: The InterContinental Boston Hotel, Boston, Massachusetts, United States.
Cohu, Inc. Provides Sales Guidance for the First Quarter of 2022
2022-02-10 21:05:00
Cohu, Inc. provided sales guidance for the first quarter of 2022. For the quarter, the company expects first quarter 2022 sales to be between $188 million and $202 million.
Craig-Hallum Capital Group LLC, 19th Annual Craig-Hallum Institutional Investor Conference, Jun 01, 2022
2022-02-09 13:26:00
Craig-Hallum Capital Group LLC, 19th Annual Craig-Hallum Institutional Investor Conference, Jun 01, 2022.
Cowen Inc., Cowen 50th Annual Technology, Media, and Telecom Conference, Jun 01, 2022 through Jun 03, 2022
2022-02-07 20:29:00
Cowen Inc., Cowen 50th Annual Technology, Media, and Telecom Conference, Jun 01, 2022 through Jun 03, 2022. Venue: New York City, New York, United States.
Cohu, Inc. to Report Q4, 2021 Results on Feb 10, 2022
2022-02-02 14:00:00
Cohu, Inc. announced that they will report Q4, 2021 results at 4:00 PM, US Eastern Standard Time on Feb 10, 2022
Cohu, Inc., Q4 2021 Earnings Call, Feb 10, 2022
2022-02-02 14:00:00
Cohu, Inc., Q4 2021 Earnings Call, Feb 10, 2022
Robert W. Baird & Co. Incorporated, Baird 2022 Global Consumer, Technology & Services Conference, Jun 06, 2022 through Jun 08, 2022
2022-01-31 12:08:00
Robert W. Baird & Co. Incorporated, Baird 2022 Global Consumer, Technology & Services Conference, Jun 06, 2022 through Jun 08, 2022. Venue: InterContinental New York Barclay, 111 East 48th Street, New York City, New York, United States.
B. Riley Financial, Inc., B. Riley 22nd Annual Institutional Investor Conference, May 25, 2022 through May 26, 2022
2022-01-12 16:21:00
B. Riley Financial, Inc., B. Riley 22nd Annual Institutional Investor Conference, May 25, 2022 through May 26, 2022. Venue: The Beverly Hilton Hotel, Beverly Hills, California, United States.
Cohu, Inc. Presents at DA Davidson Semicap, Laser and Optical Conference, Dec-15-2021
2021-12-15 10:08:00
Cohu, Inc. Presents at DA Davidson Semicap, Laser and Optical Conference, Dec-15-2021 .
Cohu, Inc. Announces Diamondx Order from Leading Korean Display Driver Manufacturer
2021-12-07 14:00:00
Cohu, Inc. announced that it had received a multi-system Diamondx tester order from a large Korean display driver manufacturer for AMOLED driver ICs used in mobile device applications. Diamondx’s air-cooled test platform was selected for its production proven ability to test next generation display driver ICs with high test parallelism, enabling a faster production ramp and accelerating time-to-market. The platform scalability can address various display driver ICs, including TDDI (touch and display driver integration), OLED and logic and power management ICs in a universal low-cost configurable test platform.
Conference Direct LLC, 10th Annual December CEO Summit, Dec 08, 2021
2021-11-04 20:05:00
Conference Direct LLC, 10th Annual December CEO Summit, Dec 08, 2021. Venue: St. Regis Hotel, San Francisco, California, United States.
Cohu, Inc. Presents at 10th Annual December CEO Summit, Dec-08-2021
2021-11-04 20:05:00
Cohu, Inc. Presents at 10th Annual December CEO Summit, Dec-08-2021 . Venue: St. Regis Hotel, San Francisco, California, United States.
Cohu, Inc. Presents at 12th Annual Craig-Hallum Alpha Select Conference 2021, Nov-16-2021
2021-11-01 20:05:00
Cohu, Inc. Presents at 12th Annual Craig-Hallum Alpha Select Conference 2021, Nov-16-2021 .
Cohu, Inc. Presents at Stifel 2021 Virtual Midwest One-on-One Growth Conference, Nov-11-2021
2021-11-01 20:05:00
Cohu, Inc. Presents at Stifel 2021 Virtual Midwest One-on-One Growth Conference, Nov-11-2021 .
D.A. Davidson & Co., DA Davidson Semicap, Laser and Optical Conference, Dec 15, 2021
2021-10-30 14:04:00
D.A. Davidson & Co., DA Davidson Semicap, Laser and Optical Conference, Dec 15, 2021.
Cohu, Inc. Provides Sales Guidance for the Fourth Quarter of Fiscal 2021
2021-10-28 20:05:00
Cohu, Inc. provided sales guidance for the fourth quarter of fiscal 2021. For the quarter, the company expects sales to be between $182 million and $195 million.
Cohu, Inc. (NasdaqGS:COHU) announces an Equity Buyback for $70 million worth of its shares.
2021-10-28 16:07:00
Cohu, Inc. (NasdaqGS:COHU) announces a share repurchase program. Under the program, the company will repurchase up to $70 million worth of shares. Repurchases under this program will be made using the company's existing cash resources. The program has no expiration date.
Cohu, Inc. authorizes a Buyback Plan.
2021-10-28 00:00:00
The Board of Directors of Cohu, Inc. has authorized a buyback plan on October 28, 2021.
Cohu, Inc. to Report Q3, 2021 Results on Oct 28, 2021
2021-10-14 20:05:00
Cohu, Inc. announced that they will report Q3, 2021 results at 4:00 PM, US Eastern Standard Time on Oct 28, 2021
Cohu, Inc., Q3 2021 Earnings Call, Oct 28, 2021
2021-10-14 20:05:00
Cohu, Inc., Q3 2021 Earnings Call, Oct 28, 2021
Cohu, Inc. Presents at Citi 2021 Global Technology Virtual Conference, Sep-13-2021
2021-09-09 20:05:00
Cohu, Inc. Presents at Citi 2021 Global Technology Virtual Conference, Sep-13-2021 .
Craig-Hallum Capital Group LLC, 12th Annual Craig-Hallum Alpha Select Conference 2021, Nov 16, 2021
2021-09-08 08:33:00
Craig-Hallum Capital Group LLC, 12th Annual Craig-Hallum Alpha Select Conference 2021, Nov 16, 2021.
Cohu, Inc.'s Neon Inspection and Metrology Platform Was Selects by Another Large Integrated Device Manufacturer for Several of Its Global Manufacturing Sites
2021-08-30 13:00:00
Cohu, Inc. announced that its Neon inspection and metrology platform was selected by another large integrated device manufacturer for several of its global manufacturing sites. Through the first eight months of 2021, Cohu received orders for Neon totaling $33 million from multiple customers, primarily for inspection and metrology of advanced packages and bumped dies. Neon was selected for its high production throughput combined with advanced vision systems to maximize inspection yield. Neon is configured with true infrared imaging for subsurface crack detection on silicon and 3D metrology capability for precise measurements.
Cohu, Inc. Presents at 30th annual SWTest conference and expo, Aug-30-2021 11:30 AM
2021-08-23 12:44:00
Cohu, Inc. Presents at 30th annual SWTest conference and expo, Aug-30-2021 11:30 AM. Venue: San Diego, California, United States. Speakers: Jason Mroczkowski.
Technoprobe S.p.A., 30th annual SWTest conference and expo, Aug 30, 2021 through Sep 01, 2021
2021-08-23 12:15:00
Technoprobe S.p.A., 30th annual SWTest conference and expo, Aug 30, 2021 through Sep 01, 2021. Venue: San Diego, California, United States.
Technoprobe S.p.A., 30th annual SWTest conference and expo, Aug 30, 2021 through Sep 01, 2021
2021-08-23 12:15:00
Technoprobe S.p.A., 30th annual SWTest conference and expo, Aug 30, 2021 through Sep 01, 2021. Venue: San Diego, California, United States.
Cohu, Inc. Presents at Jefferies 2021 Virtual Semiconductor, IT Hardware and Communications Infrastructure Summit, Aug-31-2021
2021-08-10 20:05:00
Cohu, Inc. Presents at Jefferies 2021 Virtual Semiconductor, IT Hardware and Communications Infrastructure Summit, Aug-31-2021 .
Cohu, Inc. Presents at Needham Virtual 2nd Annual SemiCap and EDA Conference, Aug-24-2021
2021-08-10 20:05:00
Cohu, Inc. Presents at Needham Virtual 2nd Annual SemiCap and EDA Conference, Aug-24-2021 .
Cohu, Inc. Provides Earnings Guidance for the Third Quarter of 2021
2021-07-29 12:00:00
Cohu, Inc. provided earnings guidance for the third quarter of 2021. For the quarter, the company expects sales to be between $220 million and $235 million.
Cohu, Inc. Presents at Rosenblatt Securities Technology Summit – The Age of AI Scaling, Aug-25-2021 04:45 PM
2021-07-28 13:42:00
Cohu, Inc. Presents at Rosenblatt Securities Technology Summit – The Age of AI Scaling, Aug-25-2021 04:45 PM. Speakers: Jeffrey D. Jones, VP of Finance & CFO, Luis A. Muller, President, CEO & Director.
B. Riley Securities, Inc., B. Riley Securities Summer Summit, Aug 18, 2021 through Aug 19, 2021
2021-07-28 13:20:00
B. Riley Securities, Inc., B. Riley Securities Summer Summit, Aug 18, 2021 through Aug 19, 2021. Venue: Santa Monica Proper Hotel, Santa Monica, California, United States.
Cohu, Inc. Presents at B. Riley Securities Summer Summit, Aug-19-2021 07:40 AM
2021-07-28 13:20:00
Cohu, Inc. Presents at B. Riley Securities Summer Summit, Aug-19-2021 07:40 AM. Venue: Santa Monica Proper Hotel, Santa Monica, California, United States.
Rosenblatt Securities Inc., Rosenblatt Securities Technology Summit – the Age of AI Scaling, Aug 24, 2021 through Aug 26, 2021
2021-07-28 08:31:00
Rosenblatt Securities Inc., Rosenblatt Securities Technology Summit – The Age of AI Scaling, Aug 24, 2021 through Aug 26, 2021.
Stifel, Nicolaus & Company, Incorporated, Stifel 2021 Virtual Midwest One-on-One Growth Conference, Nov 11, 2021
2021-07-23 20:41:00
Stifel, Nicolaus & Company, Incorporated, Stifel 2021 Virtual Midwest One-on-One Growth Conference, Nov 11, 2021.
Cohu, Inc. to Report Q2, 2021 Results on Jul 29, 2021
2021-07-15 20:05:00
Cohu, Inc. announced that they will report Q2, 2021 results at 8:00 AM, US Eastern Standard Time on Jul 29, 2021
Cohu, Inc., Q2 2021 Earnings Call, Jul 29, 2021
2021-07-15 20:05:00
Cohu, Inc., Q2 2021 Earnings Call, Jul 29, 2021
Cohu, Inc. Announces $100 Million Prepayment of its Term Loan B Facility
2021-06-30 20:05:00
Cohu, Inc. announced that it has prepaid an additional $100 million of its term loan B (TLB) facility. As a result of this prepayment, the company has reduced the outstanding principal of its TLB to approximately $104 million. The debt prepayment was funded with net proceeds from the divestment of the company’s printed circuit board test business completed on June 24, 2021. The $100 million principal reduction is expected to save approximately $0.8 million in fiscal third quarter 2021 interest expense. With the large principal reduction, loan origination costs being amortized over the life of the TLB are accelerated and, as a result, the company expects to record a non-cash charge of approximately $1.7 million for loss on debt extinguishment.
Fundamental Summary
Looking at Cohu's financials of Q1 reflected unimpressive, mediocre results. Its income, value, and income factors all individually appear positive and give support for optimism regarding the likelihood of continued positive performance. We gave Cohu a 64 rating and a HOLD recommendation.
Cohu reported earnings results for the first quarter ended March 31, 2022. For the first quarter, the company reported sales was USD 197.76 million compared to USD 225.49 million a year ago. Net income was USD 21.57 million compared to USD 27.61 million a year ago. Basic earnings per share from continuing operations was USD 0.44 compared to USD 0.63 a year ago. Diluted earnings per share from continuing operations was USD 0.44 compared to USD 0.61 a year ago.
Business Description
Cohu, through its subsidiaries, provides semiconductor test equipment and services in China, the United States, Taiwan, Malaysia, the Philippines, and internationally. The company supplies semiconductor test and inspection handlers, micro-electromechanical system (MEMS) test modules, test contactors, thermal sub-systems, and semiconductor automated test equipment for semiconductor and electronics manufacturers, and test subcontractors. It also provides semiconductor automated test equipment for wafer level and device package testing; various test handlers, including pick-and-place, turret, gravity, strip, and MEMS and thermal sub-systems; interface products comprising test contactors, and probe heads and pins; spares and kits; various parts and labor warranties on test and handling systems, and instruments; and training on the maintenance and operation of its systems, as well as application, data management software, and consulting services on its products. In addition, the company offers data analytics product that includes DI-Core, a software suite used to optimize Cohu equipment performance, which provides real-time online performance monitoring and process control. It markets its products through direct sales force and independent sales representatives. The company was formerly known as Cohu Electronics, Inc. and changed its name to Cohu in 1972. Cohu was incorporated in 1947 and is headquartered in Poway, California.
Sector Overview
Cohu is included in the Semiconductors & Semiconductor Equipment according to GICS (global industry classification standard). The Semiconductors & Semiconductor Equipment industry is part of the Information Technology sector. It includes manufacturers of semiconductors, semiconductor equipment, and related products. Cohu's industry and sector affiliation are expected to negatively affect their likelihood to overperform the market in the upcoming period, as other sectors appear more likely to benefit from the macroeconomic environment we see now.
Fundamental Highlights
| Parameter | Value | Change | Score | |
|---|---|---|---|---|
| Return on Equity | 19.7 | -17.8% | 49 | |
| Net Cashflow | 123.9 | -12.0% | 92 | |
| Capital Expenditure | -12.0 | -0.1% | 71 | |
| Asset Turnover | 0.7 | -9.0% | 44 | |
| Free Cashflow | 1.7 | -7.3% | 62 |
* All values are TTM
The below chart reflects Cohu's birds-eye view on its performance with respect to its peers, the company's fillings as reported or to a similar industry, market cap, and country of origin. While Cohu's peer average final assessment score stands on 66.0, Cohu's score is 64.
- COHU
- Peers average
Technical Analysis
When trying to optimize the timing of an investment, it's critical to analyze whether the stock looks overbought or oversold, and in which direction the momentum is moving. Cohu's stock is now priced above its 5-day and 50-day, but below its 200-day moving average, while its MACD (moving average convergence divergence) indicates that the stock's price movement momentum is weakening. Historically, this is a positive setup in both the short and medium-term. Meanwhile, looking at the Stochastic Oscillator and RSI (relative strength index), Cohu's stock indicates that it's likely oversold. Overall, these technical indicators don't clearly signal directional momentum. Therefore, this stock received a cumulative TA (technical analysis) score of 62.
5D MA
27.28
50D MA
27.71
200D MA
31.51
MACD
-0.33
RSI
3.78
STOCH
56.74
Balance Sheet Analysis
Cohu's recently published balance sheet conveys disappointing growth, particularly with respect to Liabilities and Equity metrics. Cohu's liabilities stood at 356.4 in the current filing, which represents a -5.3% change from the previous report. Cohu's liabilities changes appear mediocre compared to their peers. Contextually, they convey that management finds balancing asset growth, resource allocation, and liabilities challenging. Its liabilities movement component, therefore, received a grade of 52. Also, Cohu published concerning equity metrics for this filing. In the current report, equity stood at 886.9, which represents a 0.5% change from the last report. This parameter often affects companies in the same industry and market capitalization by up to 4.3%. This performance is significantly less impressive than its peers and competitors. Consequently, their equity movement received a grade of 57. However, one encouraging metric, Assets, stood out. Cohu assets on their balance sheet, moved to 1243.3, which is a -1.2% change from the last period. These results, specifically in contrast to their industry peers' performance, should support an upswing in the company's stock price. Consequently, their asset movement received a grade of 82. Therefore, it received a cautionary score of 57.
| Parameter | Value | Change | Score |
|---|---|---|---|
| Assets | 1,243.3 | -1.2% | 82 |
| Liabilities | 356.4 | -5.3% | 52 |
| Price to Book | 1.4 | -32.3% | 59 |
| Cash & Equivalents | 267.1 | -8.0% | 59 |
| Equity | 886.9 | 0.5% | 57 |
The below chart describes Cohu's performance as reflected on its balance sheet with respect to its peers. While Cohu received a balance sheet score of 57, the average of its peers stands on 66.0.
- COHU
- Peers average
| Name | Market Cap | Liabilities Movement | Asset Change | Equity/Intangibles Adjustments | Cash & Equivalents | Book Value Momentum | Balance Sheet | mc_sort | Hidden |
|---|---|---|---|---|---|---|---|---|---|
| NVIDIA Corporation | 422.4B | 78 | 70 | 65 | 97 | 54 | 71 | 0 | 1 |
| Intel Corporation | 157.9B | 65 | 69 | 76 | 90 | 81 | 77 | 1 | 1 |
| Texas Instruments Incorporated | 143.5B | 63 | 70 | 87 | 46 | 84 | 76 | 2 | 1 |
| QUALCOMM Incorporated | 142.4B | 57 | 71 | 96 | 80 | 81 | 82 | 3 | 1 |
| Advanced Micro Devices, Inc. | 139.6B | 94 | 61 | 78 | 96 | 81 | 88 | 4 | 1 |
| Broadcom Inc. | 102.5B | 67 | 79 | 59 | 56 | 54 | 62 | 5 | 1 |
| Applied Materials, Inc. | 84.9B | 71 | 72 | 64 | 41 | 55 | 60 | 6 | 1 |
| Analog Devices, Inc. | 78.3B | 62 | 80 | 66 | 65 | 66 | 69 | 7 | 1 |
| Micron Technology, Inc. | 65.6B | 73 | 69 | 85 | 76 | 74 | 81 | 8 | 1 |
| Lam Research Corporation | 62.4B | 73 | 77 | 59 | 51 | 45 | 59 | 9 | 1 |
| KLA Corporation | 50.5B | 75 | 62 | 73 | 53 | 66 | 66 | 10 | 1 |
| NXP Semiconductors N.V. | 41.7B | 72 | 68 | 56 | 62 | 76 | 64 | 11 | 1 |
| Marvell Technology, Inc. | 40.5B | 71 | 84 | 50 | 46 | 51 | 60 | 12 | 1 |
| Microchip Technology Incorporated | 33.6B | 65 | 84 | 76 | 72 | 65 | 78 | 13 | 1 |
| GLOBALFOUNDRIES Inc. | 24.5B | 81 | 66 | 73 | 82 | 74 | 78 | 14 | 1 |
| ON Semiconductor Corporation | 23.5B | 74 | 69 | 77 | 88 | 82 | 81 | 15 | 1 |
| Monolithic Power Systems, Inc. | 19.4B | 85 | 65 | 75 | 92 | 80 | 84 | 16 | 1 |
| SolarEdge Technologies, Inc. | 16.5B | 77 | 62 | 77 | 96 | 86 | 82 | 17 | 1 |
| Skyworks Solutions, Inc. | 15.8B | 69 | 77 | 64 | 46 | 52 | 62 | 18 | 1 |
| Teradyne, Inc. | 15.7B | 48 | 81 | 63 | 45 | 47 | 51 | 19 | 1 |
| Entegris, Inc. | 14.2B | 62 | 71 | 75 | 55 | 79 | 70 | 20 | 1 |
| Qorvo, Inc. | 10.6B | 64 | 83 | 64 | 67 | 55 | 67 | 21 | 1 |
| First Solar, Inc. | 7.5B | 77 | 70 | 50 | 58 | 57 | 58 | 22 | 1 |
| Lattice Semiconductor Corporation | 7.2B | 53 | 79 | 79 | 60 | 64 | 68 | 23 | 1 |
| MKS Instruments, Inc. | 6.0B | 59 | 74 | 72 | 76 | 72 | 70 | 24 | 1 |
| Universal Display Corporation | 5.4B | 57 | 76 | 83 | 85 | 70 | 75 | 25 | 1 |
| Silicon Laboratories Inc. | 5.3B | 89 | 81 | 60 | 45 | 47 | 71 | 26 | 1 |
| CMC Materials, Inc. | 5.2B | 65 | 79 | 73 | 87 | 82 | 80 | 27 | 1 |
| Tower Semiconductor Ltd. | 5.1B | 68 | 72 | 69 | 61 | 57 | 65 | 28 | 1 |
| Synaptics Incorporated | 5.1B | 71 | 71 | 78 | 92 | 76 | 81 | 29 | 1 |
| Power Integrations, Inc. | 4.5B | 55 | 82 | 59 | 79 | 56 | 61 | 30 | 1 |
| Amkor Technology, Inc. | 4.3B | 70 | 68 | 75 | 74 | 77 | 74 | 31 | 1 |
| Cirrus Logic, Inc. | 4.1B | 73 | 76 | 81 | 96 | 74 | 86 | 32 | 1 |
| Allegro MicroSystems, Inc. | 4.1B | 68 | 69 | 74 | 80 | 76 | 74 | 33 | 1 |
| Semtech Corporation | 3.6B | 58 | 79 | 68 | 67 | 64 | 67 | 34 | 1 |
| MACOM Technology Solutions Holdings, Inc. | 3.4B | 64 | 75 | 74 | 38 | 75 | 69 | 35 | 1 |
| SunPower Corporation | 3.2B | 72 | 81 | 42 | 83 | 53 | 61 | 36 | 1 |
| FormFactor, Inc. | 3.1B | 72 | 70 | 84 | 82 | 80 | 83 | 37 | 1 |
| Diodes Incorporated | 3.1B | 46 | 78 | 71 | 51 | 72 | 61 | 38 | 1 |
| Silicon Motion Technology Corporation | 2.9B | 40 | 85 | 60 | 40 | 47 | 54 | 39 | 1 |
| Nova Ltd. | 2.8B | 86 | 45 | 76 | 48 | 82 | 61 | 40 | 1 |
| MaxLinear, Inc. | 2.7B | 68 | 71 | 75 | 85 | 75 | 76 | 41 | 1 |
| Ambarella, Inc. | 2.7B | 45 | 75 | 74 | 86 | 65 | 63 | 42 | 1 |
| Kulicke and Soffa Industries, Inc. | 2.7B | 45 | 83 | 61 | 76 | 56 | 57 | 43 | 1 |
| Rambus Inc. | 2.4B | 43 | 82 | 41 | 95 | 54 | 48 | 44 | 1 |
| Canadian Solar Inc. | 2.2B | 91 | 54 | 59 | 62 | 62 | 58 | 45 | 1 |
| Axcelis Technologies, Inc. | 1.9B | 76 | 68 | 85 | 71 | 74 | 81 | 46 | 1 |
| Credo Technology Group Holding Ltd | 1.7B | 94 | 61 | 77 | 79 | 86 | 88 | 47 | 1 |
| Himax Technologies, Inc. | 1.6B | 78 | 55 | 91 | 85 | 95 | 77 | 48 | 1 |
| Impinj, Inc. | 1.4B | 62 | 68 | 78 | 39 | 92 | 72 | 49 | 1 |
| Ultra Clean Holdings, Inc. | 1.4B | 55 | 78 | 68 | 48 | 68 | 63 | 50 | 1 |
| Photronics, Inc. | 1.3B | 53 | 85 | 66 | 76 | 66 | 68 | 51 | 1 |
| SMART Global Holdings, Inc. | 1.1B | 90 | 63 | 75 | 95 | 82 | 86 | 52 | 1 |
| Veeco Instruments Inc. | 1.0B | 84 | 72 | 41 | 78 | 47 | 58 | 53 | 1 |
| Alpha and Omega Semiconductor Limited | 957.1M | 89 | 64 | 67 | 87 | 67 | 77 | 54 | 1 |
| PDF Solutions, Inc. | 813.0M | 54 | 81 | 64 | 90 | 51 | 62 | 55 | 1 |
| CEVA, Inc. | 804.5M | 82 | 74 | 60 | 87 | 60 | 73 | 56 | 1 |
| Ichor Holdings, Ltd. | 789.3M | 59 | 76 | 65 | 38 | 63 | 59 | 57 | 1 |
| Maxeon Solar Technologies, Ltd. | 603.6M | 87 | 68 | 40 | 78 | 38 | 53 | 58 | 1 |
| Enphase Energy, Inc. | 27.8B | 89 | 61 | 39 | 97 | 55 | 58 | 59 | 1 |
| Wolfspeed, Inc. | 8.7B | 96 | 63 | 58 | 97 | 56 | 73 | 60 | 1 |
| Daqo New Energy Corp. | 5.4B | 92 | 62 | 81 | 95 | 93 | 93 | 61 | 1 |
| SiTime Corporation | 3.8B | 57 | 67 | 65 | 73 | 64 | 58 | 62 | 1 |
| Onto Innovation Inc. | 3.7B | 84 | 71 | 67 | 72 | 73 | 77 | 63 | 1 |
| JinkoSolar Holding Co., Ltd. | 3.3B | 87 | 62 | 77 | 94 | 94 | 89 | 64 | 1 |
| Camtek Ltd. | 1.1B | 63 | 61 | 82 | 37 | 90 | 66 | 65 | 1 |
| ACM Research, Inc. | 950.7M | 87 | 57 | 51 | 43 | 50 | 52 | 66 | 1 |
| NeoPhotonics Corporation | 837.4M | 89 | 66 | 49 | 72 | 64 | 66 | 67 | 1 |
| Hanwha Q CELLS Co., Ltd. | 818.9M | 60 | 93 | 47 | 85 | 74 | 72 | 68 | 1 |
| indie Semiconductor, Inc. | 752.7M | 49 | 54 | 72 | 56 | 56 | 44 | 69 | 1 |
| Magnachip Semiconductor Corporation | 681.9M | 56 | 78 | 79 | 72 | 72 | 74 | 70 | 1 |
| Mykrolis Corp. | 657.1M | 77 | 53 | 73 | 92 | 79 | 72 | 71 | 1 |
| Navitas Semiconductor Corporation | 575.2M | 37 | 80 | 80 | 62 | 80 | 67 | 72 | 1 |
| Rigetti Computing, Inc. | 426.1M | 94 | 62 | 85 | 99 | 98 | 98 | 73 | 1 |
| ChipMOS TECHNOLOGIES (Bermuda) LTD. | 417.9M | 60 | 71 | 61 | 60 | 69 | 56 | 74 | 1 |
| Meta Materials Inc. | 414.9M | 51 | 78 | 42 | 41 | 51 | 41 | 75 | 1 |
| Helix Technology Corporation | 364.9M | 66 | 77 | 79 | 85 | 52 | 65 | 76 | 1 |
| Valens Semiconductor Ltd. | 350.3M | 92 | 70 | 66 | 45 | 73 | 75 | 77 | 1 |
| Rockley Photonics Holdings Limited | 338.0M | 48 | 82 | 40 | 37 | 52 | 41 | 78 | 1 |
| CyberOptics Corporation | 278.5M | 71 | 66 | 72 | 64 | 86 | 74 | 79 | 1 |
| Transphorm, Inc. | 260.9M | 41 | 87 | 39 | 47 | 55 | 45 | 80 | 1 |
Income Statement Analysis
Cohu's income statement showed strong financials, specifically Revenue Efficiency and EBITDA. Cohu reported highly encouraging numbers for its revenue efficiency. This characteristic can affect companies in the same industry and market capitalization by up to 18.5%. Their industry-leading revenue efficiency makes a strong case for upward pressure on its's stock price. Consequently, their revenue efficiency received a grade of 92. Also, Cohu's management was effective in improving its EBIDTA, which now sits at 180.3 and represents a -5.3% change from the last reporting period. Companies in the same industry and market capitalization are typically affected by this parameter by up to 13.2%. The company is headed in the right direction regarding EBITDA, exhibiting efficient capital controls and strong overall financial performance. The company's EBITDA movement, therefore, received a grade of 53. That said, one metric, Return Factors, stood out as strongly negative. Return factors metrics and ratios were disappointing in this report. Cohu reported a return on equity (ROE) ratio of 19.7, representing a change of -17.8% from the last report.change of -17.8% from the previous period. This metric might have a 3.1 percent impact on companies in the same industry and with the same market capitalization. The company's return factor metrics return on equity and return on assets are even more concerning when compared to their peers. Its return factors (ROA & ROE) components, therefore, received a grade of 49. Because its management is doing an excellent job managing these critical metrics, the income statement was given a score of 75.
| Parameter | Value | Change | Score |
|---|---|---|---|
| EBITDA | 180.3 | -5.3% | 53 |
| Total Revenues | 859.5 | -3.1% | 92 |
| Return on Equity | 19.7 | -17.8% | 49 |
The below chart describes Cohu's performance as reflected on its income statement with respect to its peers. While Cohu received a income statement score of 75 , the average of its peers stands on 66.0.
- COHU
- Peers average
| Name | Market Cap | Revenue Momentum | Earning Movement | Return Factors Momentum | Income Statement | mc_sort | Hidden |
|---|---|---|---|---|---|---|---|
| NVIDIA Corporation | 422.4B | 46 | 83 | 68 | 63 | 0 | 1 |
| Intel Corporation | 157.9B | 90 | 55 | 73 | 76 | 1 | 1 |
| Texas Instruments Incorporated | 143.5B | 69 | 78 | 71 | 74 | 2 | 1 |
| QUALCOMM Incorporated | 142.4B | 48 | 87 | 79 | 66 | 3 | 1 |
| Advanced Micro Devices, Inc. | 139.6B | 40 | 89 | 38 | 59 | 4 | 1 |
| Broadcom Inc. | 102.5B | 59 | 80 | 90 | 71 | 5 | 1 |
| Applied Materials, Inc. | 84.9B | 72 | 68 | 73 | 72 | 6 | 1 |
| Analog Devices, Inc. | 78.3B | 40 | 91 | 93 | 65 | 7 | 1 |
| Micron Technology, Inc. | 65.6B | 59 | 88 | 90 | 74 | 8 | 1 |
| Lam Research Corporation | 62.4B | 80 | 63 | 75 | 74 | 9 | 1 |
| KLA Corporation | 50.5B | 56 | 77 | 77 | 67 | 10 | 1 |
| NXP Semiconductors N.V. | 41.7B | 59 | 79 | 90 | 71 | 11 | 1 |
| Marvell Technology, Inc. | 40.5B | 41 | 89 | 88 | 64 | 12 | 1 |
| Microchip Technology Incorporated | 33.6B | 57 | 83 | 92 | 71 | 13 | 1 |
| GLOBALFOUNDRIES Inc. | 24.5B | 50 | 93 | 85 | 70 | 14 | 1 |
| ON Semiconductor Corporation | 23.5B | 53 | 92 | 94 | 73 | 15 | 1 |
| Monolithic Power Systems, Inc. | 19.4B | 45 | 90 | 83 | 66 | 16 | 1 |
| SolarEdge Technologies, Inc. | 16.5B | 41 | 70 | 48 | 53 | 17 | 1 |
| Skyworks Solutions, Inc. | 15.8B | 69 | 70 | 63 | 70 | 18 | 1 |
| Teradyne, Inc. | 15.7B | 88 | 57 | 62 | 75 | 19 | 1 |
| Entegris, Inc. | 14.2B | 56 | 80 | 80 | 69 | 20 | 1 |
| Qorvo, Inc. | 10.6B | 76 | 65 | 63 | 71 | 21 | 1 |
| First Solar, Inc. | 7.5B | 98 | 43 | 40 | 73 | 22 | 1 |
| Lattice Semiconductor Corporation | 7.2B | 54 | 88 | 89 | 71 | 23 | 1 |
| MKS Instruments, Inc. | 6.0B | 78 | 66 | 65 | 74 | 24 | 1 |
| Universal Display Corporation | 5.4B | 71 | 63 | 61 | 68 | 25 | 1 |
| Silicon Laboratories Inc. | 5.3B | 44 | 96 | 98 | 70 | 26 | 1 |
| CMC Materials, Inc. | 5.2B | 72 | 76 | 93 | 76 | 27 | 1 |
| Tower Semiconductor Ltd. | 5.1B | 63 | 87 | 82 | 79 | 28 | 1 |
| Synaptics Incorporated | 5.1B | 45 | 91 | 90 | 68 | 29 | 1 |
| Power Integrations, Inc. | 4.5B | 80 | 76 | 83 | 80 | 30 | 1 |
| Amkor Technology, Inc. | 4.3B | 63 | 76 | 77 | 70 | 31 | 1 |
| Cirrus Logic, Inc. | 4.1B | 42 | 92 | 93 | 67 | 32 | 1 |
| Allegro MicroSystems, Inc. | 4.1B | 68 | 48 | 67 | 61 | 33 | 1 |
| Semtech Corporation | 3.6B | 64 | 84 | 87 | 75 | 34 | 1 |
| MACOM Technology Solutions Holdings, Inc. | 3.4B | 74 | 77 | 73 | 76 | 35 | 1 |
| SunPower Corporation | 3.2B | 49 | 43 | 72 | 49 | 36 | 1 |
| FormFactor, Inc. | 3.1B | 79 | 76 | 83 | 80 | 37 | 1 |
| Diodes Incorporated | 3.1B | 66 | 84 | 86 | 76 | 38 | 1 |
| Silicon Motion Technology Corporation | 2.9B | 54 | 83 | 78 | 72 | 39 | 1 |
| Nova Ltd. | 2.8B | 41 | 89 | 78 | 70 | 40 | 1 |
| MaxLinear, Inc. | 2.7B | 56 | 92 | 96 | 75 | 41 | 1 |
| Ambarella, Inc. | 2.7B | 56 | 89 | 79 | 71 | 42 | 1 |
| Kulicke and Soffa Industries, Inc. | 2.7B | 73 | 82 | 85 | 79 | 43 | 1 |
| Rambus Inc. | 2.4B | 48 | 85 | 62 | 64 | 44 | 1 |
| Canadian Solar Inc. | 2.2B | 73 | 76 | 53 | 72 | 45 | 1 |
| Axcelis Technologies, Inc. | 1.9B | 44 | 91 | 91 | 67 | 46 | 1 |
| Credo Technology Group Holding Ltd | 1.7B | 38 | 88 | 63 | 60 | 47 | 1 |
| Himax Technologies, Inc. | 1.6B | 53 | 84 | 66 | 70 | 48 | 1 |
| Impinj, Inc. | 1.4B | 64 | 53 | 52 | 59 | 49 | 1 |
| Ultra Clean Holdings, Inc. | 1.4B | 53 | 73 | 71 | 63 | 50 | 1 |
| Photronics, Inc. | 1.3B | 55 | 86 | 92 | 71 | 51 | 1 |
| SMART Global Holdings, Inc. | 1.1B | 48 | 86 | 68 | 65 | 52 | 1 |
| Veeco Instruments Inc. | 1.0B | 66 | 84 | 91 | 76 | 53 | 1 |
| Alpha and Omega Semiconductor Limited | 957.1M | 62 | 75 | 76 | 69 | 54 | 1 |
| PDF Solutions, Inc. | 813.0M | 49 | 95 | 89 | 71 | 55 | 1 |
| CEVA, Inc. | 804.5M | 51 | 90 | 97 | 71 | 56 | 1 |
| Ichor Holdings, Ltd. | 789.3M | 72 | 60 | 55 | 67 | 57 | 1 |
| Maxeon Solar Technologies, Ltd. | 603.6M | 50 | 49 | 60 | 49 | 58 | 1 |
| Enphase Energy, Inc. | 27.8B | 45 | 74 | 55 | 57 | 59 | 1 |
| Wolfspeed, Inc. | 8.7B | 49 | 90 | 86 | 69 | 60 | 1 |
| Daqo New Energy Corp. | 5.4B | 37 | 96 | 94 | 65 | 61 | 1 |
| SiTime Corporation | 3.8B | 39 | 93 | 78 | 64 | 62 | 1 |
| Onto Innovation Inc. | 3.7B | 47 | 87 | 89 | 67 | 63 | 1 |
| JinkoSolar Holding Co., Ltd. | 3.3B | 38 | 89 | 81 | 62 | 64 | 1 |
| Camtek Ltd. | 1.1B | 50 | 81 | 71 | 68 | 65 | 1 |
| ACM Research, Inc. | 950.7M | 88 | 42 | 42 | 67 | 66 | 1 |
| NeoPhotonics Corporation | 837.4M | 45 | 95 | 90 | 69 | 67 | 1 |
| Hanwha Q CELLS Co., Ltd. | 818.9M | 90 | 59 | 63 | 70 | 68 | 1 |
| indie Semiconductor, Inc. | 752.7M | 37 | 47 | 69 | 43 | 69 | 1 |
| Magnachip Semiconductor Corporation | 681.9M | 94 | 80 | 88 | 90 | 70 | 1 |
| Mykrolis Corp. | 657.1M | 68 | 68 | 58 | 67 | 71 | 1 |
| Navitas Semiconductor Corporation | 575.2M | 56 | 45 | 72 | 53 | 72 | 1 |
| Rigetti Computing, Inc. | 426.1M | 92 | 44 | 69 | 73 | 73 | 1 |
| ChipMOS TECHNOLOGIES (Bermuda) LTD. | 417.9M | 87 | 49 | 76 | 66 | 74 | 1 |
| Meta Materials Inc. | 414.9M | 37 | 45 | 70 | 43 | 75 | 1 |
| Helix Technology Corporation | 364.9M | 89 | 47 | 51 | 74 | 76 | 1 |
| Valens Semiconductor Ltd. | 350.3M | 41 | 86 | 65 | 65 | 77 | 1 |
| Rockley Photonics Holdings Limited | 338.0M | 97 | 50 | 83 | 79 | 78 | 1 |
| CyberOptics Corporation | 278.5M | 54 | 87 | 87 | 71 | 79 | 1 |
| Transphorm, Inc. | 260.9M | 37 | 81 | 97 | 68 | 80 | 1 |
Cash Flow Analysis
Cohu's most recent cash flow report was not encouraging. Asset turnover metrics during this period were surprisingly weak. Their reported asset turnover metrics of 0.7, which represents a -9.0% change from the previous report. Companies in the same industry and market capitalization are typically affected by this parameter by up to 10.7%. Their lackluster asset turnover metrics, specifically in contrast to leading industry peers' performance, could present significant headwinds. Therefore, their asset turnover movement earned a score of 44. Also, Free cash flow numbers published by Cohu were 1.7, which was a -7.3% change from the previous filing. Companies in the same industry and market capitalization are typically affected by this parameter by up to 7.4%. Their free cash flow situation is more concerning relative to their peers and competitors. Disappointing results in free cash flow often lead to negative pressure in stock prices, so we rated their free cash flow with a score of 62. However, one encouraging metric, Net Cash Flow, stood out. Cohu presents exciting net cash flow numbers for its recent financial release, illustrated by a net cash flow of 123.9, which is a change of -12.0% from the last filing. The company is headed in the right direction regarding business priorities, exhibiting prudent net cash flow management and growth. Consequently, their net cash flow movement received a grade of 92. Because of these weaknesses, its cash flow received an overall score of 59.
| Parameter | Value | Change | Score |
|---|---|---|---|
| Net Cashflow | 123.9 | -12.0% | 92 |
| Capital Expenditure | -12.0 | -0.1% | 71 |
| Asset Turnover | 0.7 | -9.0% | 44 |
| Free Cashflow | 1.7 | -7.3% | 62 |
The below chart describes Cohu's performance as reflected on its cash flow with respect to its peers. While Cohu received a cash flow score of 59, the average of its peers stands on 69.0.
- COHU
- Peers average
| Name | Market Cap | Cashflow Momentum | Free Cashflow Growth | Capital Expenditure Growth | Assets Factors Momentum | Cash Flow | mc_sort | Hidden |
|---|---|---|---|---|---|---|---|---|
| NVIDIA Corporation | 422.4B | 93 | 65 | 61 | 86 | 82 | 0 | 1 |
| Intel Corporation | 157.9B | 57 | 72 | 68 | 53 | 58 | 1 | 1 |
| Texas Instruments Incorporated | 143.5B | 74 | 74 | 63 | 69 | 70 | 2 | 1 |
| QUALCOMM Incorporated | 142.4B | 65 | 65 | 70 | 87 | 77 | 3 | 1 |
| Advanced Micro Devices, Inc. | 139.6B | 93 | 66 | 69 | 37 | 57 | 4 | 1 |
| Broadcom Inc. | 102.5B | 74 | 76 | 87 | 89 | 85 | 5 | 1 |
| Applied Materials, Inc. | 84.9B | 75 | 59 | 69 | 72 | 69 | 6 | 1 |
| Analog Devices, Inc. | 78.3B | 78 | 76 | 51 | 94 | 84 | 7 | 1 |
| Micron Technology, Inc. | 65.6B | 81 | 85 | 81 | 74 | 80 | 8 | 1 |
| Lam Research Corporation | 62.4B | 72 | 60 | 56 | 75 | 68 | 9 | 1 |
| KLA Corporation | 50.5B | 70 | 76 | 52 | 79 | 74 | 10 | 1 |
| NXP Semiconductors N.V. | 41.7B | 59 | 72 | 51 | 85 | 73 | 11 | 1 |
| Marvell Technology, Inc. | 40.5B | 94 | 84 | 58 | 46 | 65 | 12 | 1 |
| Microchip Technology Incorporated | 33.6B | 80 | 79 | 48 | 84 | 79 | 13 | 1 |
| GLOBALFOUNDRIES Inc. | 24.5B | 54 | 86 | 45 | 64 | 64 | 14 | 1 |
| ON Semiconductor Corporation | 23.5B | 60 | 79 | 55 | 74 | 70 | 15 | 1 |
| Monolithic Power Systems, Inc. | 19.4B | 84 | 78 | 59 | 75 | 77 | 16 | 1 |
| SolarEdge Technologies, Inc. | 16.5B | 46 | 38 | 55 | 52 | 43 | 17 | 1 |
| Skyworks Solutions, Inc. | 15.8B | 78 | 57 | 79 | 73 | 71 | 18 | 1 |
| Teradyne, Inc. | 15.7B | 75 | 65 | 66 | 68 | 68 | 19 | 1 |
| Entegris, Inc. | 14.2B | 60 | 57 | 50 | 77 | 65 | 20 | 1 |
| Qorvo, Inc. | 10.6B | 78 | 65 | 87 | 71 | 73 | 21 | 1 |
| First Solar, Inc. | 7.5B | 46 | 84 | 56 | 46 | 53 | 22 | 1 |
| Lattice Semiconductor Corporation | 7.2B | 79 | 77 | 43 | 82 | 77 | 23 | 1 |
| MKS Instruments, Inc. | 6.0B | 58 | 58 | 92 | 56 | 59 | 24 | 1 |
| Universal Display Corporation | 5.4B | 74 | 81 | 68 | 65 | 71 | 25 | 1 |
| Silicon Laboratories Inc. | 5.3B | 70 | 89 | 81 | 88 | 86 | 26 | 1 |
| CMC Materials, Inc. | 5.2B | 72 | 66 | 68 | 80 | 75 | 27 | 1 |
| Tower Semiconductor Ltd. | 5.1B | 76 | 57 | 55 | 58 | 68 | 28 | 1 |
| Synaptics Incorporated | 5.1B | 85 | 62 | 98 | 55 | 67 | 29 | 1 |
| Power Integrations, Inc. | 4.5B | 88 | 77 | 64 | 82 | 82 | 30 | 1 |
| Amkor Technology, Inc. | 4.3B | 46 | 57 | 61 | 71 | 60 | 31 | 1 |
| Cirrus Logic, Inc. | 4.1B | 83 | 98 | 61 | 90 | 91 | 32 | 1 |
| Allegro MicroSystems, Inc. | 4.1B | 56 | 56 | 77 | 56 | 56 | 33 | 1 |
| Semtech Corporation | 3.6B | 79 | 78 | 58 | 79 | 78 | 34 | 1 |
| MACOM Technology Solutions Holdings, Inc. | 3.4B | 46 | 78 | 54 | 78 | 69 | 35 | 1 |
| SunPower Corporation | 3.2B | 84 | 41 | 39 | 93 | 74 | 36 | 1 |
| FormFactor, Inc. | 3.1B | 78 | 81 | 66 | 58 | 68 | 37 | 1 |
| Diodes Incorporated | 3.1B | 77 | 61 | 52 | 80 | 72 | 38 | 1 |
| Silicon Motion Technology Corporation | 2.9B | 63 | 53 | 46 | 85 | 61 | 39 | 1 |
| Nova Ltd. | 2.8B | 58 | 53 | 39 | 56 | 54 | 40 | 1 |
| MaxLinear, Inc. | 2.7B | 90 | 92 | 80 | 81 | 88 | 41 | 1 |
| Ambarella, Inc. | 2.7B | 84 | 95 | 45 | 75 | 80 | 42 | 1 |
| Kulicke and Soffa Industries, Inc. | 2.7B | 93 | 81 | 83 | 74 | 83 | 43 | 1 |
| Rambus Inc. | 2.4B | 96 | 73 | 89 | 89 | 90 | 44 | 1 |
| Canadian Solar Inc. | 2.2B | 69 | 70 | 74 | 68 | 71 | 45 | 1 |
| Axcelis Technologies, Inc. | 1.9B | 81 | 77 | 68 | 85 | 82 | 46 | 1 |
| Credo Technology Group Holding Ltd | 1.7B | 60 | 85 | 37 | 43 | 53 | 47 | 1 |
| Himax Technologies, Inc. | 1.6B | 66 | 77 | 48 | 79 | 67 | 48 | 1 |
| Impinj, Inc. | 1.4B | 70 | 38 | 85 | 73 | 65 | 49 | 1 |
| Ultra Clean Holdings, Inc. | 1.4B | 68 | 41 | 41 | 76 | 62 | 50 | 1 |
| Photronics, Inc. | 1.3B | 65 | 92 | 96 | 79 | 83 | 51 | 1 |
| SMART Global Holdings, Inc. | 1.1B | 47 | 85 | 95 | 54 | 62 | 52 | 1 |
| Veeco Instruments Inc. | 1.0B | 73 | 82 | 48 | 69 | 71 | 53 | 1 |
| Alpha and Omega Semiconductor Limited | 957.1M | 49 | 64 | 45 | 59 | 54 | 54 | 1 |
| PDF Solutions, Inc. | 813.0M | 81 | 98 | 45 | 92 | 89 | 55 | 1 |
| CEVA, Inc. | 804.5M | 57 | 54 | 84 | 83 | 71 | 56 | 1 |
| Ichor Holdings, Ltd. | 789.3M | 51 | 37 | 87 | 71 | 59 | 57 | 1 |
| Maxeon Solar Technologies, Ltd. | 603.6M | 87 | 90 | 59 | 88 | 84 | 58 | 1 |
| Enphase Energy, Inc. | 27.8B | 89 | 77 | 64 | 40 | 60 | 59 | 1 |
| Wolfspeed, Inc. | 8.7B | 57 | 74 | 76 | 46 | 55 | 60 | 1 |
| Daqo New Energy Corp. | 5.4B | 78 | 86 | 63 | 96 | 89 | 61 | 1 |
| SiTime Corporation | 3.8B | 83 | 87 | 56 | 44 | 62 | 62 | 1 |
| Onto Innovation Inc. | 3.7B | 95 | 65 | 88 | 85 | 85 | 63 | 1 |
| JinkoSolar Holding Co., Ltd. | 3.3B | 67 | 69 | 73 | 78 | 74 | 64 | 1 |
| Camtek Ltd. | 1.1B | 69 | 70 | 74 | 72 | 71 | 65 | 1 |
| ACM Research, Inc. | 950.7M | 62 | 43 | 50 | 54 | 50 | 66 | 1 |
| NeoPhotonics Corporation | 837.4M | 50 | 63 | 67 | 87 | 72 | 67 | 1 |
| Hanwha Q CELLS Co., Ltd. | 818.9M | 64 | 63 | 74 | 73 | 68 | 68 | 1 |
| indie Semiconductor, Inc. | 752.7M | 69 | 80 | 52 | 98 | 85 | 69 | 1 |
| Magnachip Semiconductor Corporation | 681.9M | 65 | 56 | 76 | 54 | 57 | 70 | 1 |
| Mykrolis Corp. | 657.1M | 65 | 69 | 68 | 82 | 75 | 71 | 1 |
| Navitas Semiconductor Corporation | 575.2M | 70 | 87 | 94 | 93 | 90 | 72 | 1 |
| Rigetti Computing, Inc. | 426.1M | 48 | 76 | 51 | 60 | 58 | 73 | 1 |
| ChipMOS TECHNOLOGIES (Bermuda) LTD. | 417.9M | 66 | 64 | 68 | 94 | 73 | 74 | 1 |
| Meta Materials Inc. | 414.9M | 85 | 56 | 68 | 97 | 84 | 75 | 1 |
| Helix Technology Corporation | 364.9M | 75 | 62 | 63 | 56 | 61 | 76 | 1 |
| Valens Semiconductor Ltd. | 350.3M | 53 | 89 | 90 | 46 | 66 | 77 | 1 |
| Rockley Photonics Holdings Limited | 338.0M | 80 | 72 | 66 | 46 | 59 | 78 | 1 |
| CyberOptics Corporation | 278.5M | 49 | 74 | 89 | 78 | 72 | 79 | 1 |
| Transphorm, Inc. | 260.9M | 81 | 87 | 96 | 94 | 88 | 80 | 1 |
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