Cohu vs Infineon Technologies
Side-by-side comparison of AI visibility scores, market position, and capabilities
Mid-size semiconductor test handler and contactor specialist; ~$500M revenue. ABTS and Neon thermal test handler platforms serve mobility, automotive, and data center SoC testing.
About
Cohu Inc. was founded in 1947 in Poway, California and has grown into a leading mid-size provider of semiconductor test equipment through organic development and acquisitions. The company focuses on test handlers (which position chips in automated test systems), contactors (which make electrical contact between chips and test sockets), thermal management during test, and integrated test cell solutions. Cohu is a complement to ATE vendors like Teradyne and Advantest, providing the mechanical handling infrastructure that feeds chips into testers at high volume.\n\nCohu's product portfolio includes the ABTS (Automated Burn-in and Test System) platform, the Neon thermal handler for extreme temperature testing (-55°C to +165°C), and a comprehensive contactor library for BGA, QFP, and advanced packaging formats. Key served markets include automotive (ADAS, power management), mobility (smartphone application processors, modem chips), and data center (SoC, memory interface). Automotive reliability testing is a major growth driver, as automotive-grade chips require extensive burn-in and temperature cycling per AEC-Q100 standards.\n\nCohu acquired Xcerra in 2018 to significantly expand its handler product line and global service network. The company reported approximately $500 million in revenue, with margins impacted by semiconductor capital equipment cycles. As automotive electrification and ADAS content per vehicle grow, Cohu's thermal test handler business is expected to see sustained demand growth.
German power semiconductor leader; €14B+ annual revenue. Dominates automotive, EV, and industrial power management with SiC and GaN wide-bandgap semiconductor portfolios.
About
Infineon Technologies was founded in 1999 as a spin-off from Siemens AG in Munich, Germany, and has grown into one of the world's largest semiconductor companies focused on power management, automotive electronics, and security. The company's product portfolio spans power MOSFETs, IGBTs, silicon carbide (SiC) and gallium nitride (GaN) devices, microcontrollers, radar sensors, and hardware security controllers.\n\nInfineon is a dominant supplier to the automotive industry, providing chips for electric vehicle inverters, onboard chargers, battery management systems, and ADAS (advanced driver-assistance systems). The global EV transition is a structural tailwind for Infineon's wide-bandgap semiconductor business—SiC and GaN devices enable higher efficiency at the voltages and frequencies required for EV drivetrains. The company reported FY2025 revenue in line with expectations, with the FY2025 fiscal year (ending September 2025) having navigated a soft cycle in industrial markets while growing automotive SiC content.\n\nInfineon completed the acquisition of Cypress Semiconductor in 2020 to strengthen its microcontroller and embedded flash capabilities. The company is expanding manufacturing in Malaysia, Germany, and Austria and is targeting leadership in the SiC power device market. Infineon serves over 5,000 customers and is listed on the Frankfurt Stock Exchange, regularly ranking among Europe's top five semiconductor companies.
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