COHU is trading 4.19% down at $48.66, amid semiconductor-sector pressure tied to concerns over Intel’s weak outlook and whether heavy AI infrastructure spending will pay off. - The semiconductor index fell sharply in Friday’s selloff; November 2 reports continued to describe pressure across chipmakers. - No new Cohu-specific announcement explaining the decline surfaced in the search. October 28 results and guidance were positive, with a larger HPC pipeline and higher 2026 HPC revenue outlook.