On August 4, Aehr Test rose 8.24% in regular trading, trading at $99.56/share, with turnover of $78.30 million. The rally was driven by the company announcing a follow-on production order from its leading silicon photonics wafer-level burn-in (WLBI) customer.

The order underscores continued momentum from the AI data center optical interconnect upgrade cycle, as the industry-wide shift from copper to optical connectivity fuels demand for silicon photonics testing solutions. In mid-July, the company reported Q4 new orders at a record high, with AI data center business contributing 71% of full-year revenue. Analysts subsequently raised their target price to $125, citing the structural shift in the revenue mix away from legacy SiC automotive toward AI-driven testing.

The broader semiconductor equipment sector provided additional tailwinds, with Lam Research up 4.93%, KLA Corporation up 4.66%, Applied Materials up 4.48%, and ASML up 3.19%, creating sector-wide momentum that amplified the stock's gains.

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