Cohu vs Lattice Semiconductor
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.
Leading small FPGA and programmable logic supplier; ~$500M revenue. Nexus and Certus families power edge AI, server management, and industrial automation with ultra-low power.
About
Lattice Semiconductor was founded in 1983 in Hillsboro, Oregon and has established itself as the leading provider of low-power, small-footprint field-programmable gate arrays (FPGAs) and programmable logic devices. Unlike Intel (Altera) and AMD (Xilinx) which target high-performance data center and aerospace FPGAs, Lattice focuses on the power-constrained edge: server management cards, industrial automation controllers, automotive ADAS, communications, and consumer electronics.\n\nLattice's product families—including the Nexus, CertusPro, and MachXO3D platforms—are differentiated by their ultra-low power consumption (often under 1W), small package sizes, and security features. The company has aggressively pivoted toward edge AI inference, launching the sensAI solution stack that enables neural network inference on resource-constrained devices without a GPU. Its Avant FPGA family targets mid-range applications with higher density and DSP capability.\n\nLattice generated approximately $500 million in annual revenue and has seen strong adoption in server OCP (Open Compute Project) platform management controllers and server security applications. The company operates a fabless model, manufacturing at TSMC and GlobalFoundries. Lattice has benefited from the broad push to run AI inference at the network edge and in data center management chips, positioning its ultra-low-power programmable logic as infrastructure for the AI era.
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