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Daniela Talio

Vice President and Equity Research Analyst at Stifel

Daniela Talio is a Vice President and Equity Research Analyst at Stifel, specializing in the consumer staples sector with a focus on household products and personal care companies. She covers specific firms such as Procter & Gamble, Colgate-Palmolive, Kimberly-Clark, and Clorox, boasting a strong performance track record with a 68% success rate on TipRanks, an average return per rating of 12.5%, and a five-star analyst ranking based on 150+ ratings. Talio joined Stifel in 2021 after prior roles at BMO Capital Markets as a research associate from 2017 to 2021 and an internship at Barclays in 2016, marking the start of her Wall Street career following her graduation from Georgetown University. She holds active FINRA Series 7, 63, and 86/87 licenses, underscoring her professional credentials in securities analysis.

Daniela Talio's questions to COHU (COHU) leadership

Question · Q4 2025

Daniela Talio asked about the HBM inspection process, specifically if the customer performs 100% inspection with the Neon platform and how inspection intensity might change for HBM4. She also inquired about the linearity of the forecasted $15-$20 million HBM revenue for 2026.

Answer

President and CEO Luis Müller confirmed that the customer is doing 100% inspection with the Neon platform. He noted that new HBM generations increase requirements for defect size and interconnect count, leading to longer inspection times. Luis Müller also stated that HBM shipments for 2026 are expected to be fairly linear throughout the year.

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Question · Q4 2025

Daniella Talio asked about the inspection intensity for High Bandwidth Memory (HBM) with Cohu's Neon platform, specifically for HBM4, and whether the customer is doing 100% inspection. She also inquired about the linearity of the projected $15-$20 million HBM revenue for 2026.

Answer

Luis Müller, Cohu's President and CEO, confirmed the customer is doing 100% inspection with their platform. He noted that new HBM generations increase requirements in terms of size, defect count, and interconnect count, which consequently increases inspection time. Regarding the 2026 HBM revenue, he stated they are seeing it fairly linear through the year.

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