Artificial Intelligence Drives Aehr Test Systems' Stock Tracking an Upward Trend This Week
Aehr Test Systems Secures Major Follow-On Orders for AI Processor Production
Aehr Test Systems, a leading provider of semiconductor test and burn-in solutions, has announced significant follow-on orders for eight Sonoma ultra-high-power systems from a leading AI hyperscaler customer. This customer, known for delivering computing power and storage globally, is developing their own AI processors and planning to expand production capacity substantially over the next year.
The new orders represent more than a doubling of the production systems ordered by this major customer, signifying a strong commitment to Aehr's technology. The systems will be shipped from Aehr's Fremont, California facility over the next six months.
Aehr's technology is integral to the production burn-in, qualification, and reliability characterization of these AI processors, supporting the growth of this customer's AI chip development and next-generation processor plans.
The AI processor market, potentially 3 to 5 times larger than the SiC chip market, could make Aehr an exciting long-term growth stock. The new market presents a significant opportunity for Aehr to diversify its revenue and earnings, moving away from the SiC chip market, which accounted for 90% of the company's revenue in fiscal 2024.
The SiC chip market is primarily driven by electric vehicle (EV) investment. However, a slowdown in EV spending in fiscal 2025 led to a decrease in SiC WLBI's share of Aehr's revenue, dropping to less than 40%. With the expected recovery in the EV market, Aehr's revenue from SiC WLBI is expected to increase.
The deal is a follow-on deal from Aehr's "lead production artificial intelligence (AI) processor customer," indicating potential continued business with the major customer. The ongoing demand for AI applications and the ramp-up in capital spending on developing AI processors could contribute to Aehr's orders growth.
The rise in Aehr Test Systems' stock by 41.5% in the week to Friday morning is a clear reflection of investor confidence in the company's strategic partnership with this major customer and its potential in the AI processor market. The deal could indicate that Aehr Test Systems is in the early stages of significant orders growth in this new market.
Sources: [1] Aehr Test Systems Press Release, July 2025. [2] Aehr Test Systems Press Release, August 2025. [3] Seeking Alpha, Aehr Test Systems Q2 2025 Earnings Call Transcript, August 2025. [4] Yahoo Finance, Aehr Test Systems Stock Price History, accessed August 2025.
Investors may find interest in Aehr Test Systems' strategic partnership with a major AI hyperscaler customer, as the company's technology is integral to the production of AI processors. This partnership could potentially diversify Aehr's revenue and earnings, moving away from the SiC chip market, while the AI processor market, perceived as 3 to 5 times larger, offers an exciting long-term growth opportunity for the company. The ongoing demand for AI applications and the capital spending on developing AI processors could contribute to Aehr's orders growth.
