Aehr Test Systems announced a follow‑on purchase order from its lead silicon photonics customer for wafer‑level test and burn‑in of silicon photonics integrated circuits used in data‑center optical interconnects and emerging optical I/O architectures for AI processors. The order expands the company’s AI‑related revenue stream and underscores the growing demand for high‑power wafer‑level burn‑in solutions that enable hyperscalers to test and qualify next‑generation AI processors at the wafer level.
The new contract signals continued momentum for Aehr’s AI‑focused strategy and reinforces its position as a key supplier of high‑power burn‑in equipment for the rapidly expanding silicon photonics and AI chip markets. The order follows a $14 million purchase from the same customer for AI processors, and it is expected to ship in the second half of 2026, further cementing the company’s foothold in the high‑performance testing segment.
Financially, the order comes at a time when Aehr’s quarterly results have shown a decline in revenue and net losses. In the second quarter of fiscal 2026, the company reported revenue of $9.9 million, down from $13.5 million in the same period a year earlier, and a GAAP net loss of $3.2 million. Despite these headwinds, Aehr has maintained its fiscal 2026 revenue guidance of $25 million to $30 million, driven by AI‑related bookings, and it has reiterated confidence in its gross‑margin trajectory.
President and CEO Gayn Erickson said, "This follow‑on order further validates the accelerating adoption of the FOX wafer‑level burn‑in (WLBI) platform for silicon photonics integrated circuits used in data center optical connectivity and emerging optical I/O architectures for AI processors." He added that "Our FOX‑XP systems deliver industry‑leading power‑per‑wafer capability, enabling production screening of these high‑power, and" highlighting the technical advantage that underpins the order.
The announcement was followed by a market reaction that was muted, with investors taking a cautious stance amid valuation concerns. The day before, William Blair had upgraded AEHR to "Outperform", citing multiple design wins and the company’s strong order pipeline, which helped lift the stock to a new 52‑week high.
Overall, the follow‑on order demonstrates Aehr’s ability to secure repeat business from a key silicon photonics customer and reinforces its strategy to capture growth in the AI and data‑center markets. The company’s continued focus on high‑power wafer‑level burn‑in solutions positions it to meet the escalating demand for silicon photonics testing as AI processors become increasingly power‑intensive.
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