About
Cohu, Inc. is a supplier of test handling, burn-in and thermal solutions used by the global semiconductor industry, microwave communications and closed-circuit television equipment. The Company operates in three segments: semiconductor equipment, mobile microwave communication systems and video cameras. The Company's semiconductor equipment segment consists of its wholly owned subsidiaries Delta Design, Inc. (Delta), Rasco GmbH (Rasco) and Ismeca Semiconductor Holding SA (Ismeca). The Company's microwave communication systems segment is consists of the Company's wholly owned subsidiary Broadcast Microwave Services, Inc. (BMS). The Company's video camera segment (Electronics Division) develops, manufactures and sells a wide selection of video cameras and related products, specializing in video solutions for security, surveillance and traffic monitoring. In January 2013, the Company acquired Ismeca Semiconductor Holding SA. Ismeca.
Sector context
Trading at a discount to sector peers
Lower quality - review fundamentals carefully
Mid-cap company with growth potential