Key Points Semiconductor manufacturers are racing to expand their production capacity to meet demand from artificial intelligence (AI) customers. That expansion is benefiting downstream equipment suppliers like Cohu, which makes testing, handling, and inspection machines for the most advanced AI chips. Cohu's revenue growth is accelerating, and it has an expanding sales pipeline that could support further momentum in its financial results. 10 stocks we like better than Cohu › Many investors who want to profit from the artificial intelligence (AI) data center spending boom are still piling into Nvidia and Micron Technology .
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