COHU is trading at $49.44, down 10.59%, mainly amid semiconductor-equipment sector pressure following Lam Research’s report. - Lam Research shares fell after its report highlighted supply constraints and a lower expected China revenue contribution, weighing on equipment peers. - No separate Cohu-specific catalyst was identified; Cohu’s third-quarter results are scheduled for October 28. - The broader semiconductor selloff and risk-off market backdrop add context.