At 10 a.m. today, stocks in Aehr Test Systems (AEHR) surged over 20% due to the announcement of additional orders for their AI processor volume production testing and burn-in services.
New orders, new optimism?
Approximately two weeks ago, the firm unveiled its fourth-quarter 2025 financial report. During that time, CEO Gayn Erickson adopted a conservative stance regarding the 2026 financial outlook, expressing, “Although we maintain faith in Aehr’s long-term expansion potential, we are still encountering some delays in order confirmations due to tariff-related uncertainties, particularly in the initial quarter.” It appears that some of these order postponements were resolved sooner than expected.
Aehr’s hyperscaler customer
Attention will shift towards determining the name of the top global cloud service provider (hyperscaler) that placed eight orders for Aehr’s Sonoma high-powered systems. This is significant because these orders lead to a substantial increase in the number of production systems with this client, more than doubling the current count.
The information about other customers is not publicly disclosed, but Aehr’s recent investor presentation includes Alphabet (Google) and Microsoft on its customer list, suggesting these two companies could be potential leads for further investigation.
Aehr’s long-term growth prospects
Essentially, what’s crucial isn’t so much the customer in this context, but rather Aehr’s strategic move to broaden its horizons beyond the silicon carbide (SiC) wafer-level burn-in (WLBI) test solutions market, which is currently experiencing challenges. Instead, they are focusing on expanding into promising new markets. The need for SiC WLBI equipment primarily stems from electric vehicles, and a decrease in investment in this sector is causing a slowdown in demand.
Nevertheless, the introduction of AI-powered markets by Aehr is expected to bolster its long-term expansion potential. It won’t be long until electric vehicle (EV) investments rebound, at which point Aehr will find itself primed for continued growth.
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2025-07-22 19:25