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Did You Miss Out on Nvidia and Micron Technology? This Super Semiconductor Stock Could Soar Over the Next Few Years.

This company is becoming one of the most important equipment suppliers to the semiconductor industry.

Did You Miss Out on Nvidia and Micron Technology? This Super Semiconductor Stock Could Soar Over the Next Few Years.

Published September 30, 2026 · Category: Finance

Overview

Many investors who want to profit from the artificial intelligence (AI) data center spending boom are still piling into Nvidia and Micron Technology. I don't blame them, considering Nvidia stock is up 900% over the past five years, while Micron stock has soared by a whopping 1,300%. However, the best returns going forward might come from downstream suppliers of semiconductor equipment and components.

Meet Cohu (NASDAQ: COHU). It supplies testing and handling machines that play a central role in the quality control process by ensuring chips are fit for purpose and defect-free before shipping to customers. The company had a market capitalization of just $3.2 billion as of the market close last Friday, Sept. 25, but here's why I predict it will soar in value over the next few years.

Image source: Getty Images.

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Originally published at www.fool.com.

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Disclaimer: This article is for informational purposes only and does not constitute investment advice. Data may be delayed up to 15 minutes. Past performance is not indicative of future results. Consult a licensed financial advisor before making investment decisions.