Cohu, Inc. · NASDAQ:COHU

Cohu — SEMICON SEA 2026

13 slides from Cohu's conference presentation, May 5, 2026

  1. Slide 1: Controlling Temperature of High-Power A.I. Devices

    5/1/26 Controlling Temperature of High-Power A.I. Devices Ernest Blanco Systems engineer May 5, 2026 Page 1 Cohu Confidential

  2. Slide 2: A.I devices are built different

    A.I devices are built different ❑ Large footprints pushing limits of JEDEC tray size ❑ High power during test measured in multiple kW ❑ Many new challenges for final test Sufficient power to cook a Curry Laksa! May 5, 2026 Page 2 Cohu Confidential

  3. Slide 3: Socketing force

    Socketing force ❑ High socketing forces ❑ > 10,000 balls / device today ● >300 [kg] socket force ❑ Redesign TU for higher loads ❑ Roadmap 1 metric ton May 5, 2026 Page 3 Cohu Confidential

  4. Slide 4: Convex devices

    Convex devices ❑ Devices are convex, not flat ❑ Heat can flatten devices ❑ Some tests are at ambient & colder temps 0.30mm Die 0 reference Device cross section Substrate Stiffener Measured convex device @ room temp May 5, 2026 Page 4 Cohu Confidential

  5. Slide 5: Convex devices cont.

    Convex devices cont. ❑ Geometry imperfection affects thermal contact area ❑ Good contact mandatory to pass tests ❑ Higher proportion of force pushing through heater ● >90% capability vs <20% in older designs Heater force Poor contact Nest force Good contact May 5, 2026 Page 5 Cohu Confidential

  6. Slide 6: Temperature gradient

    Temperature gradient ❑ More sensors in device → tougher gradient specifications ❑ Improved design and test methods to optimize heater gradient Test IR image 51mm x 51mm heater Gradient <2[C] @ 90[C] May 5, 2026 Page 6 Cohu Confidential

  7. Slide 7: Multizone

    Multizone ❑ Large device → good gradient is not enough ❑ Die zones have different thermal loads during test ❑ Developed multizone TU with independent control May 5, 2026 Page 7 Cohu Confidential

  8. Slide 8: Multizone cont.

    Multizone cont. ❑ Customizable TU zones to match die zone dimensions ❑ Enables better overall control of die temp ❑ Testing IR images, 130C and 145C zones May 5, 2026 Page 8 Cohu Confidential

  9. Slide 9: TIM

    Good TIM is like good tires TIM ❑ Final test pushes TIM technology past its intended use ❑ Extensive evaluations & testing of next gen TIMs Most capable 4x4 vehicle ● Low thermal resistance, long lasting Still needs good tires otherwise & serviceable in the field performance will suffer! ❑ More cust

  10. Slide 10: Static & dynamic optimization

    Static & dynamic optimization Static power test Dynamic power test • >4[kW] device power steady state • Device temp within guard band >500[W] power step uneventful to device temp • Low thermal resistance stack up • Good control of >2[kW] power step! • Tj rise <10[C] • Control system reacts in 1-2 [m

  11. Slide 11: The customer

    The customer ❑ Some customers provide limited info on new applications ❑ Best results are with close cooperation with customer ● Detailed test & device specs ● Roadmap & design reviews ❑ Aviation analogy ● 787 → Design based on latest feedback & cooperation ● A380 → Design based on old ideas ● 787 c

  12. Slide 12: Results

    Results ❑ When all challenges are solved effectively: Tj rise controlled to good levels ● Beautiful performance graphs Dynamic high-power steps >2[kW] Peak power >4[kW] ● Products passing final test ❑ Enable the A.I revolution to continue to scale May 5, 2026 Page 12 Cohu Confidential

  13. Slide 13: Thank you

    ASANTE EFHARISTO SHUKRAN SHUKRIYA TODA OBRIGADO PALDIES Grazzi KIITOS SPASIBO Go raibh maith agaibh Cảm ơn SALAMAT XIE XIE DEKUJI DANKE Hsieh hsieh NA GODE GRATIAS TIBI YOU DO JEH DANKE JE THANK MERCI HVALA MAHALO TERIMA KASIH Blagodarya FALEMINDERIT Gamsahabnida NGIYABONGA Dhanyavaad GRACIAS GRAZIE

Cohu — SEMICON SEA 2026 on 6ix