Strategic Cross-Sell Leverage Tignis integration into Cohu to upsell AI process control analytics to Cohu’s installed base across semiconductor test, automation, and metrology. Position the combined Tignis–Cohu offering as an end-to-end fab optimization solution that improves quality and throughput with run-to-run insights, without requiring customers to build or maintain ML models.

Real-Time Value Highlight real-time run-to-run AI analytics that help fabs identify critical issues and predict problems before they occur, reducing downtime and boosting yields. Emphasize that customers don’t need in-house data science teams; value is delivered via a managed service that accelerates time-to-value.

Flexible Deployment Promote deployment flexibility with options for cloud or on-prem edge computing to meet security, latency, and data governance needs. This approach supports air-gapped facilities and multi-site rollouts, easing integration with existing fab IT environments.

Managed AI Market Tignis as a service with fully managed ML capabilities, eliminating the need for customers to hire data scientists or maintain ML infrastructure. Focus on rapid onboarding, predictable operating expenses, and scalable expansion across production lines.

Acquisition Momentum Position the Cohu acquisition as a signal of strategic backing and growth potential. Emphasize synergies with Cohu’s broader semiconductor testing and metrology ecosystem to pursue larger accounts and new geographies, while leveraging PAICe’s physics-based AI approach for explainable manufacturing analytics.