🔴 COHU is trading 9% down today as Lam Research outlook raises equipment concerns

COHU is trading -8.97% at $50.33, amid premarket weakness in semiconductor shares linked to read-through from Lam Research’s outlook.

• Lam expects some shipments to shift into March, and China’s contribution to decline in December.
• No separate Cohu-specific announcement was identified; Cohu’s third-quarter results are scheduled for October 28.
• The broader market is under pressure, although supplied sector context reports SOXX higher.