Cohu, Inc. announced on September 16, 2025, that it secured additional orders for its Neon platform. These orders came from a leading U.S.-based customer specializing in memory and data storage technologies.
The Neon systems will be utilized for the inspection and metrology of high bandwidth memory (HBM) devices. HBM devices are critical components in high-performance computing (HPC) and generative artificial intelligence applications.
Following these new orders, Cohu raised its 2025 forecasted HBM revenue to $10-$11 million. This updated forecast reflects the increasing demand and adoption of Cohu's advanced inspection solutions in the rapidly expanding HBM market.
The content on BeyondSPX is for informational purposes only and should not be construed as financial or investment advice. We are not financial advisors. Consult with a qualified professional before making any investment decisions. Any actions you take based on information from this site are solely at your own risk.