Cohu, Inc. (NASDAQ: COHU), a global supplier of equipment and services optimizing semiconductor manufacturing yield and productivity, today announced that two customers have placed follow-on orders totaling $30 million for the Eclipse platform configured with active thermal control for testing of next generation high-performance computing (HPC) processors.
The orders, which are expected to be delivered over the next couple of quarters, expand Cohu’s presence in the fast-growing HPC market and reflect rising demand for scalable, high performance test solutions as processor complexity, power density and thermal constraints continue to increase. Together, these production-level engagements underscore the increasing importance of scalable, thermally precise test architectures as HPC devices push the limits of performance.
Within these follow-on orders, one customer is subscribing to Cohu’s PAICe Prescriptive software analytics – worth a potential of $330 thousand in annual subscription fees – to help drive higher overall equipment efficiency (OEE) in production at its outsourced semiconductor assembly and test (OSAT) partner. PAICe Prescriptive continuously analyzes equipment signals and behavior patterns to predict issues before they impact production and provides guided repair recommendations to reduce troubleshooting time, improve productivity and lower mean time to repair (MTTR).
“These follow-on orders reinforce the strong customer momentum we are seeing for Eclipse, including continued demand projected in the second half of this year. Additionally, other customers are qualifying the Eclipse for their processor test needs over the next couple of quarters,” said Luis Müller, Cohu President and CEO. “We are fast expanding in the high-performance computing market and estimate delivering results toward the higher end of our $60 million to $85 million guidance for this segment in 2026.”
