On September 9, Aehr Test rose 8.38% in regular trading, trading at $98.38 per share, with turnover of approximately $88.83 million. The rally was driven by consecutive follow-on production orders from core customers.

In August, Aehr Test secured a $22 million follow-on production order from its lead wafer-level AI processor customer, comprising multiple fully automated FOX-XP wafer-level burn-in systems and ancillary equipment, with delivery expected within six months to the customer's high-volume manufacturing partner in Taiwan. Additionally, the company received a follow-on order from its lead silicon photonics wafer-level burn-in customer for a fully automated FOX-XP multi-wafer production system. Notably, the AI processor customer's current production plans contemplate capacity beyond the latest order, signaling further expansion demand ahead.

Aehr Test's business mix has undergone a significant transformation. AI data center-related operations — spanning accelerators, CPUs, and network processor burn-in testing — now represent the primary growth driver, contributing approximately 71% of annual revenue. Silicon photonics and power semiconductor segments account for the remainder, at roughly 20% and 10% respectively based on forward guidance.

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