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Cohu Enters Silicon Carbide (SiC) Burn-In Test Market

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Cohu has entered the Silicon Carbide (SiC) burn-in test market with its Neon system, selected by a leading European customer. The system offers high-speed handling and inspection of high-power SiC dies, featuring a proprietary carrier that enables testing up to 150 devices simultaneously. Key capabilities include high-power testing up to 2,500V, heat dissipation up to 3,000W, and 6-sided optical inspection with AI-powered defect detection. The SiC power market, valued at $2.2 billion with 25% CAGR through 2029, represents a $50 million opportunity for Cohu in this equipment segment.

Cohu è entrata nel mercato dei test di burn-in in Carburo di Silicio (SiC) con il suo sistema Neon, selezionato da un importante cliente europeo. Il sistema offre un'elevata velocità di gestione e ispezione di wafer SiC ad alta potenza, caratterizzato da un supporto proprietario che consente di testare fino a 150 dispositivi contemporaneamente. Le principali funzionalità includono test ad alta potenza fino a 2.500V, dissipazione di calore fino a 3.000W e ispezione ottica su sei lati con rilevamento dei difetti alimentato da intelligenza artificiale. Il mercato dell'energia SiC, valutato 2,2 miliardi di dollari con un CAGR del 25% fino al 2029, rappresenta un'opportunità di 50 milioni di dollari per Cohu in questo segmento di attrezzature.

Cohu ha entrado en el mercado de pruebas de burn-in de Carburo de Silicio (SiC) con su sistema Neon, seleccionado por un destacado cliente europeo. El sistema ofrece manejo e inspección de alta velocidad de die de SiC de alta potencia, con un transportador propietario que permite probar hasta 150 dispositivos simultáneamente. Las capacidades clave incluyen pruebas de alta potencia de hasta 2,500V, disipación de calor de hasta 3,000W, y una inspección óptica en seis lados con detección de defectos impulsada por inteligencia artificial. El mercado de energía de SiC, valorado en 2.2 mil millones de dólares con un CAGR del 25% hasta 2029, representa una oportunidad de 50 millones de dólares para Cohu en este segmento de equipos.

Cohu는 유럽의 주요 고객이 선택한 네온 시스템으로 실리콘 카바이드(SiC) 번인 테스트 시장에 진입했습니다. 이 시스템은 최대 150개의 고전력 SiC 다이를 동시에 테스트할 수 있는 독점적인 캐리어를 특징으로 하여 고속 처리 및 검사를 제공합니다. 주요 기능으로는 최대 2,500V의 고전력 테스트, 최대 3,000W의 열 분산 및 AI 기반 결함 감지를 통해 6면의 광학 검사가 포함됩니다. SiC 전력 시장은 22억 달러로 평가되며 2029년까지 25%의 CAGR을 기록하며, 이 장비 부문에서 Cohu에 5천만 달러의 기회를 제공합니다.

Cohu est entré sur le marché des tests de burn-in en carbure de silicium (SiC) avec son système Neon, sélectionné par un client européen de premier plan. Le système offre une manipulation et une inspection à grande vitesse de puces SiC haute puissance, avec un porteur propriétaire permettant de tester jusqu'à 150 dispositifs simultanément. Les capacités clés incluent des tests haute puissance allant jusqu'à 2 500 V, une dissipation thermique allant jusqu'à 3 000 W, et une inspection optique à six faces avec détection des défauts alimentée par une IA. Le marché de l'énergie SiC, évalué à 2,2 milliards de dollars avec un taux de croissance annuel composé de 25 % jusqu'en 2029, représente une opportunité de 50 millions de dollars pour Cohu dans ce segment d'équipement.

Cohu hat mit seinem Neon-System den Markt für Burn-in-Tests von Siliziumkarbid (SiC) betreten, das von einem führenden europäischen Kunden ausgewählt wurde. Das System bietet eine Hochgeschwindigkeitsbearbeitung und -inspektion von Hochleistungs-SiC-Dies und verfügt über einen proprietären Träger, der Tests von bis zu 150 Geräten gleichzeitig ermöglicht. Zu den wichtigsten Funktionen gehören Hochleistungsprüfungen von bis zu 2.500V, Wärmeabfuhr von bis zu 3.000W und eine sechseitige optische Inspektion mit KI-gestützter Fehlererkennung. Der SiC-Leistungsmarkt wird mit 2,2 Milliarden Dollar bewertet und hat ein CAGR von 25% bis 2029, was Cohu in diesem Gerätesegment eine Chance von 50 Millionen Dollar bietet.

Positive
  • Expansion into new SiC burn-in test market segment
  • Multiple orders secured from leading SiC power device manufacturer
  • Market opportunity valued at $50 million for this equipment type
  • Target market growing at 25% CAGR through 2029
Negative
  • None.

Insights

This strategic entry into the SiC burn-in test market represents a significant business expansion for Cohu. The proprietary technology offers compelling advantages with 150-device parallel testing capability, 2,500V power handling and 3,000W heat dissipation. The AI-powered inspection system targeting zero-defect requirements positions Cohu strongly in the automotive semiconductor supply chain.

The addressable market opportunity of $50 million in equipment sales, within a $2.2 billion SiC power market growing at 25% CAGR through 2029, presents meaningful revenue potential. Multiple orders from a leading European customer validate the technology and provide an early foothold in this high-growth segment driven by EV and renewable energy adoption. The die-level testing approach offers significant cost advantages that should appeal to other potential customers.

POWAY, Calif.--(BUSINESS WIRE)-- Cohu, Inc. (NASDAQ: COHU), a global supplier of equipment and services optimizing semiconductor manufacturing yield and productivity, today announced that a leading European customer has selected Cohu’s Neon system for high-speed handling and inspection of high-power SiC dies in burn-in test applications. This expands Cohu’s products into burn-in and stress-test SiC processes.

Cohu’s solution offers a proprietary carrier concept that allows singulated die burn-in and stress-test for up to 150 devices per carrier, enabling high parallel test, and optimizing yield and productivity. The unique interface solution enables high-power test up to 2,500V and heat dissipation capability up to 3,000W. In conjunction with test, Cohu’s vision inspection metrology technology provides 6-sided optical inspection with micro-scale defect detection and full traceability from wafer input to output, satisfying stringent automotive zero-defect requirements. The accompanying AI inspection software utilizes proprietary deep learning and neural network-based pattern recognition to improve inspection yield and maximize throughput, reducing customers' total cost of ownership. The silicon carbide power market is projected to be approximately $2.2 billion this year with a CAGR of 25% through 2029 driven mainly by vehicle electrification and renewable energy, representing a $50 million market opportunity for Cohu in this type of equipment.

“We are pleased to have received multiple orders from one of the world’s leading silicon carbide power device manufacturers for this application,” commented Luis Müller, Cohu President and CEO. “This new product configuration will extend our offering in the silicon carbide market, enabling burn-in test at the die-level to significantly lower our customers’ cost and optimizing yield and productivity.”

About Cohu:

Cohu (NASDAQ: COHU) is a global technology leader supplying test, automation, inspection and metrology products and services to the semiconductor industry. Cohu’s differentiated and broad product portfolio enables optimized yield and productivity, accelerating customers’ manufacturing time-to-market. Additional information can be found at www.Cohu.com.

Forward-Looking Statements:

Certain statements contained in this release and accompanying materials may be considered forward-looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995, including statements regarding new market entries, product introductions or customer adoptions and corresponding performance metrics or financial impacts; product market projected growth and market sizes and related revenue opportunities for inspection metrology systems and AI inspection software; and any other statements that are predictive in nature and depend upon or refer to future events or conditions; and/or include words such as “may,” “will,” “should,” “would,” “expect,” “anticipate,” “plan,” “likely,” “believe,” “estimate,” “project,” “intend;” and/or other similar expressions among others. Statements that are not historical facts are forward-looking statements. Forward-looking statements are based on current beliefs and assumptions that are subject to risks and uncertainties and are not guarantees of future performance. Any third-party industry analyst forecasts quoted are for reference only and Cohu does not adopt or affirm any such forecasts.

Actual results and future business conditions could differ materially from those contained in any forward-looking statement as a result of various factors, including, without limitation: new product investments and product enhancements which may not be commercially successful; the semiconductor industry is seasonal, cyclical, volatile and unpredictable; recent erosion in mobile, automotive and industrial market sales; our ability to manage and deliver high quality products and services; failure of sole source contract manufacturer or our ability to manage third-party raw material, component and/or service providers; ongoing inflationary pressures on material and operational costs coupled with rising interest rates; economic recession; the semiconductor industry is intensely competitive, subject to rapid technological changes, and experiences consolidation of key customers for semiconductor test equipment; a limited number of customers account for a substantial percentage of net sales; significant exports to foreign countries with economic and political instability and competition from a number of Asia-based manufacturers; our relationships with customers may deteriorate; loss of key personnel; risks of using artificial intelligence within Cohu’s product developments and business; reliance on foreign locations and geopolitical instability in such locations critical to Cohu and its customers; natural disasters, war and climate-related changes, including related economic impacts; levels of debt; access to sufficient capital on reasonable or favorable terms; foreign operations and related currency fluctuations; required or desired accounting charges and the cost or effectiveness of accounting controls; instability of financial institutions where we maintain cash deposits and potential loss of uninsured cash deposits; significant goodwill and other intangibles as percentage of our total assets; increasingly restrictive trade and export regulations impacting our ability to sell products, specifically within China; risks associated with acquisitions, investments and divestitures such as integration and synergies; constraints related to corporate governance structures; share repurchases and related impacts; financial or operating results that are below forecast or credit rating changes impacting our stock price or financing ability; law/regulatory changes and including environmental or tax law changes; significant volatility in our stock price; the risk of cybersecurity breaches; enforcing or defending intellectual property claims or other litigation.

These and other risks and uncertainties are discussed more fully in Cohu’s filings with the SEC, including our most recent Form 10-K and Form 10-Q, and the other filings made by Cohu with the SEC from time to time, which are available via the SEC’s website at www.sec.gov. Except as required by applicable law, Cohu does not undertake any obligation to revise or update any forward-looking statement, or to make any other forward-looking statements, whether as a result of new information, future events or otherwise.

For press releases and other information of interest to investors, please visit Cohu’s website at www.cohu.com.

Investor Contact:

Cohu, Inc.

Jeffrey D. Jones - Investor Relations

858-848-8106

Source: Cohu, Inc.

FAQ

What is Cohu's new Silicon Carbide testing system called?

Cohu's new Silicon Carbide testing system is called the Neon system.

How many devices can COHU's new SiC burn-in carrier test simultaneously?

Cohu's proprietary carrier can test up to 150 devices per carrier simultaneously.

What is the projected market size for silicon carbide power in 2023?

The silicon carbide power market is projected to be approximately $2.2 billion this year.

What are the voltage and power specifications of COHU's new SiC testing system?

The system enables high-power testing up to 2,500V and heat dissipation capability up to 3,000W.

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