5 Most Buzzing AI Semiconductor Stocks to Buy in 2026

4. Cohu, Inc. (NASDAQ:COHU)

Stock Upside Potential: 34.87%

Number of Hedge Fund Holders: 28

Cohu Inc. (NASDAQ:COHU) is one of the most buzzing AI semiconductor stocks to buy in 2026. On May 12, Cohu Inc. (NASDAQ:COHU) confirmed it has received multiple orders worth about $5 million for the Diamondx platform, which delivers high current capability and scalable multi-site throughput.

The leading semiconductor manufacturer behind the orders plans to use the platform to support the development and manufacturing of next-generation gallium nitride power devices for use in AI data center power architectures. In addition, the orders are poised to expand Cohu’s position in the fast-growing AI Data center market.

The $5 million in orders also underscores the company’s product portfolio’s ability to meet rising demand for higher power and higher-efficiency power conservation. Cohu’s platforms are designed to support the full life cycle of GaN power devices as data center operators increasingly re-architect power delivery to improve efficiency.

The Diamondx test configurations designed for power devices enable high-precision characterization and production testing of GaN devices used in AI data center power stages.

“GaN devices offer compelling efficiency and power density advantages, and the DiamondX platform enables customers to test accurately and economically at scale as they move from device characterization to high-volume production,” said Luis Müller, Cohu President and CEO.

Cohu, Inc. (NASDAQ:COHU) is a global supplier of semiconductor industry equipment and software. They specialize in “back-end” manufacturing—building the machinery, automation systems, and analytics platforms that test, inspect, and handle microchips before they are shipped to electronics manufacturers.