Aehr Test Systems Stock Surges on Record $41M AI Order

Aehr Test Systems shares surged 19.4% in premarket trading following the company’s announcement of a record $41 million production order from its lead hyperscale AI customer for package-level burn-in of custom AI processor ASICs.

The order, the largest in Aehr’s history, includes Sonoma high-power package-level test and burn-in systems, along with burn-in modules and device-specific sockets. Deliveries are expected to begin in the company’s fiscal 2027, which starts on June 27, 2026.

The order brings Aehr’s second-half bookings to more than $92 million with six weeks remaining in the fourth quarter, exceeding the company’s recently increased expectations of $60 million to $80 million for the period. The systems will support high-volume production burn-in of ASICs used in data center training and inference AI workloads.

Gayn Erickson, President and Chief Executive Officer, said the order validates the Sonoma platform for high-volume production burn-in of very-high-power AI processor ASICs. The customer is also developing a higher-power AI accelerator ASIC expected to move to production later this year, for which they have already placed an initial order for multiple Sonoma systems.

Aehr recently completed a facility expansion in Fremont, California, adding power, cooling infrastructure, and clean-room manufacturing space. The company will begin shipping Sonoma systems from a newly upgraded contract manufacturing facility this quarter, with capacity for more than 20 additional systems per month.

The company said it has significant additional customer demand forecasted across multiple markets, including AI processor burn-in, silicon photonics, and silicon carbide and gallium nitride power semiconductor production burn-in.