Aehr Test Systems (NASDAQ:AEHR) shares enjoyed Thursday. The Fremont, Calif.-based company, positioning itself as a leading provider of test and burn-in solutions for semiconductor devices used in artificial intelligence (AI), silicon photonics, data center, automotive, and industrial applications, announced it has received a record $41-million follow-on production order from its lead hyperscale customer for package-level burn-in of custom AI processor ASICs.
The order is the largest in Aehr's history and supports high-volume production burn-in of ASICs used in data center training and inference AI workloads.
The order includes a large quantity of Aehr's Sonoma™ high-power package-level test and burn-in systems, along with fully turnkey burn-in modules (BIMs) and device-specific sockets - the consumables required to configure the Sonoma systems for the customer's specific AI processor.
Deliveries under the order are expected to begin in Aehr's fiscal 2027, which starts on June 27, 2026.
"This $41-million follow-on order from our lead hyperscale package-level burn-in customer brings our bookings in the second half of our fiscal year to more than $92 million to date with six weeks remaining in the fourth quarter and a strong pipeline of forecasted customer orders in place," said CEO Gayn Erickson.
AEHR shares jumped $11.56, or 15.8%, to $84.78