Aehr disclosed a key production order from a leading hyperscaler for its Sonoma ultra‑high‑power burn‑in systems, designed to test next‑generation AI processors that can draw up to 2,000 watts per device.
The Sonoma platform was built after Aehr’s 2024 acquisition of Incal Technology, which added high‑power testing capabilities. The new order will enable the hyperscaler to validate its AI accelerator ASICs in volume production, with delivery scheduled for summer 2026.
The win is a major revenue opportunity for Aehr, as the company’s AI testing segment is expected to grow faster than its legacy silicon carbide business. Management projects that AI processor sales will account for a larger share of revenue in fiscal 2026 and beyond, reflecting the shift toward high‑power AI workloads.
President and CEO Gayn Erickson said the order confirms the Sonoma system’s suitability for devices that require complex thermal management and high current levels. He added that the win signals strong demand from the hyperscaler’s data‑center portfolio and validates Aehr’s investment in high‑power burn‑in technology.
Investors have responded positively to the announcement, reflecting confidence in Aehr’s ability to capture a growing share of the AI chip testing market. The order underscores the company’s strategic pivot and positions it to benefit from the projected rise in AI processor power consumption.
The broader AI chip market is expected to see a tenfold increase in power demand by 2032, driving demand for specialized testing equipment. Aehr’s acquisition of Incal Technology and the Sonoma platform give it a competitive edge in meeting these high‑power requirements, reinforcing its role as a key supplier to leading hyperscalers.
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