Cohu, Inc. reported fiscal second quarter net sales of $149.0 million, a 38% increase year-over-year, with GAAP net loss of $0.2 million ($0.00 per share) and non-GAAP net income of $14.1 million ($0.26 per share). First-half net sales totaled $274.1 million against a GAAP loss of $12.2 million, while non-GAAP income was $14.6 million ($0.29 per share). The company raised its FY2026 high-performance computing revenue estimate to $100–$110 million and provided third-quarter sales guidance of $170 million +/- $7 million. Cohu operates in the semiconductor equipment industry, supplying test, automation, inspection, and metrology products.